Broadway Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Broadway 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	$751K	Sell	2,268 -38	-2%	-$13.3K	0.34%	28
2026 Q2	$755K	Buy	2,306 +26	+1%	+$8.07K	0.35%	27
2026 Q1	$671K	Buy	2,280 +114	+5%	+$34.6K	0.35%	25
2025 Q4	$698K	Sell	2,166 -18	-0.8%	-$5.57K	0.37%	25
2025 Q3	$689K	Sell	2,184 -130	-6%	-$38.7K	0.39%	25
2025 Q2	$671K	Buy	2,314 +230	+11%	+$58.7K	0.42%	24
2025 Q1	$511K	Sell	2,084 -412	-17%	-$105K	0.37%	23
2024 Q4	$598K	Buy	+2,496	New	+$581K	0.45%	22

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Broadway Wealth Solutions's JPM Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its JPMorgan Chase (JPM) stake by 1.6% in Q3 2026, selling an estimated $13.3K and leaving 2,268 shares worth $751K. The position accounts for 0.34% of the portfolio, ranked #28.

Broadway Wealth Solutions first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $755K in Q2 2026. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Broadway Wealth Solutions held 2,268 shares of JPMorgan Chase worth $751K as of Q3 2026.
Broadway Wealth Solutions sold 38 JPMorgan Chase shares in Q3 2026, an estimated $13.3K.
JPMorgan Chase made up 0.34% of Broadway Wealth Solutions's portfolio in Q3 2026, its #28 holding.
Broadway Wealth Solutions first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's JPMorgan Chase position peaked at $755K in Q2 2026.
1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.