BLVD Private Wealth
JPM icon

BLVD Private Wealth’s JPMorgan Chase JPM Stock Holding History

BLVD Private Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$385K Hold
1,164
– – 0.29% 48
2026
Q2 		$381K Hold
1,164
– – 0.28% 45
2026
Q1 		$342K Hold
1,164
– – 0.3% 45
2025
Q4 		$375K Hold
1,164
– – 0.33% 42
2025
Q3 		$367K Hold
1,164
– – 0.32% 43
2025
Q2 		$337K Buy
+1,164
New +$297K 0.32% 44

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

BLVD Private Wealth's JPM Position: Q3 2026 in Review

BLVD Private Wealth held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,164 shares worth $385K. The position accounts for 0.29% of the portfolio, ranked #48.

BLVD Private Wealth first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • BLVD Private Wealth held 1,164 shares of JPMorgan Chase worth $385K as of Q3 2026.
  • BLVD Private Wealth left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.29% of BLVD Private Wealth's portfolio in Q3 2026, its #48 holding.
  • BLVD Private Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.