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Boomfish Wealth Group’s JPMorgan Chase JPM Stock Holding History

Boomfish Wealth Group’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 		$3.09M Sell
9,340
-13
-0.1% -$4.55K 1.34% 25
2026
Q2 		$3.06M Buy
9,353
+222
+2% +$68.9K 1.39% 24
2026
Q1 		$2.69M Buy
9,131
+8,048
+743% +$2.44M 1.43% 29
2025
Q4 		$349K Sell
1,083
-366
-25% -$113K 0.19% 75
2025
Q3 		$457K Buy
1,449
+48
+3% +$14.3K 0.25% 72
2025
Q2 		$406K Buy
1,401
+537
+62% +$137K 0.23% 71
2025
Q1 		$212K Sell
864
-54
-6% -$13.8K 0.14% 80
2024
Q4 		$220K Buy
+918
New +$214K 0.13% 88

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Boomfish Wealth Group's JPM Position: Q3 2026 in Review

Boomfish Wealth Group reduced its JPMorgan Chase (JPM) stake by 0.14% in Q3 2026, selling an estimated $4.55K and leaving 9,340 shares worth $3.09M. The position accounts for 1.34% of the portfolio, ranked #25.

Boomfish Wealth Group first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,564 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Boomfish Wealth Group held 9,340 shares of JPMorgan Chase worth $3.09M as of Q3 2026.
  • Boomfish Wealth Group sold 13 JPMorgan Chase shares in Q3 2026, an estimated $4.55K.
  • JPMorgan Chase made up 1.34% of Boomfish Wealth Group's portfolio in Q3 2026, its #25 holding.
  • Boomfish Wealth Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,564 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.