Brady Martz Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Brady Martz Wealth Solutions’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	$3.81M	Sell	11,522 -667	-5%	-$233K	0.56%	38
2026 Q2	$3.99M	Buy	12,189 +163	+1%	+$50.6K	0.6%	34
2026 Q1	$3.54M	Buy	12,026 +1,901	+19%	+$577K	0.6%	35
2025 Q4	$3.26M	Sell	10,125 -1,117	-10%	-$346K	0.57%	37
2025 Q3	$3.55M	Buy	11,242 +17	+0.2%	+$5.06K	0.64%	36
2025 Q2	$3.25M	Sell	11,225 -128	-1%	-$32.7K	0.63%	36
2025 Q1	$2.78M	Sell	11,353 -45	-0.4%	-$11.5K	0.63%	39
2024 Q4	$2.82M	Buy	+11,398	New	+$2.65M	0.68%	39

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Brady Martz Wealth Solutions's JPM Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its JPMorgan Chase (JPM) stake by 5.5% in Q3 2026, selling an estimated $233K and leaving 11,522 shares worth $3.81M. The position accounts for 0.56% of the portfolio, ranked #38.

Brady Martz Wealth Solutions first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.99M in Q2 2026. 3,632 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Brady Martz Wealth Solutions held 11,522 shares of JPMorgan Chase worth $3.81M as of Q3 2026.
Brady Martz Wealth Solutions sold 667 JPMorgan Chase shares in Q3 2026, an estimated $233K.
JPMorgan Chase made up 0.56% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #38 holding.
Brady Martz Wealth Solutions first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's JPMorgan Chase position peaked at $3.99M in Q2 2026.
3,632 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.