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Buska Wealth Management’s JPMorgan Chase JPM Stock Holding History

Buska Wealth Management’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 		$216K Buy
+652
New +$228K 0.07% 72

Other funds holding JPM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Buska Wealth Management's JPM Position: Q3 2026 in Review

Buska Wealth Management opened a new position in JPMorgan Chase (JPM) in Q3 2026: 652 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings.

387 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Buska Wealth Management held 652 shares of JPMorgan Chase worth $216K as of Q3 2026.
  • JPMorgan Chase was a new Buska Wealth Management position in Q3 2026.
  • JPMorgan Chase made up 0.07% of Buska Wealth Management's portfolio in Q3 2026, its #72 holding.
  • 387 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.