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Capital Advisors Wealth Management’s JPMorgan Chase JPM Stock Holding History

Capital Advisors 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 		$4.06M Buy
12,274
+94
+0.8% +$32.9K 0.46% 49
2026
Q2 		$3.99M Buy
12,180
+217
+2% +$67.4K 0.47% 47
2026
Q1 		$3.52M Buy
11,963
+118
+1% +$35.8K 0.47% 47
2025
Q4 		$3.82M Buy
11,845
+336
+3% +$104K 0.52% 47
2025
Q3 		$3.63M Sell
11,509
-284
-2% -$84.5K 0.52% 45
2025
Q2 		$3.42M Sell
11,793
-96
-0.8% -$24.5K 0.54% 44
2025
Q1 		$2.92M Buy
11,889
+1,670
+16% +$426K 0.52% 45
2024
Q4 		$2.45M Buy
10,219
+1,741
+21% +$406K 0.44% 44
2024
Q3 		$1.79M Buy
8,478
+2,030
+31% +$428K 0.33% 48
2024
Q2 		$1.3M Buy
6,448
+1,465
+29% +$286K 0.26% 52
2024
Q1 		$998K Buy
4,983
+244
+5% +$44K 0.21% 57
2023
Q4 		$806K Buy
4,739
+306
+7% +$46.4K 0.18% 65
2023
Q3 		$643K Buy
4,433
+257
+6% +$38.5K 0.17% 69
2023
Q2 		$607K Buy
4,176
+700
+20% +$96.3K 0.16% 73
2023
Q1 		$453K Sell
3,476
-66
-2% -$9.04K 0.13% 81
2022
Q4 		$475K Buy
3,542
+501
+16% +$63.5K 0.14% 73
2022
Q3 		$318K Sell
3,041
-128
-4% -$14.7K 0.11% 88
2022
Q2 		$357K Sell
3,169
-121
-4% -$15K 0.12% 79
2022
Q1 		$448K Buy
3,290
+617
+23% +$91.1K 0.14% 75
2021
Q4 		$423K Sell
2,673
-168
-6% -$27.6K 0.13% 76
2021
Q3 		$465K Buy
2,841
+275
+11% +$43.1K 0.16% 68
2021
Q2 		$399K Buy
2,566
+212
+9% +$33.3K 0.15% 68
2021
Q1 		$358K Buy
+2,354
New +$339K 0.15% 64

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Capital Advisors Wealth Management's JPM Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Chase (JPM) stake by 0.77% in Q3 2026, buying an estimated $32.9K and bringing the position to 12,274 shares worth $4.06M. The position accounts for 0.46% of the portfolio, ranked #49.

Capital Advisors Wealth Management first reported a position in JPM in Q1 2021 and has held it in 23 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Capital Advisors Wealth Management held 12,274 shares of JPMorgan Chase worth $4.06M as of Q3 2026.
  • Capital Advisors Wealth Management bought 94 JPMorgan Chase shares in Q3 2026, an estimated $32.9K.
  • JPMorgan Chase made up 0.46% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Capital Advisors Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 23 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.