Client 1st Advisory Group’s JPMorgan Chase JPM Stock Holding History

Client 1st Advisory 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	$1.17M	Sell	3,525 -134	-4%	-$46.9K	0.3%	48
2026 Q2	$1.2M	Buy	3,659 +155	+4%	+$48.1K	0.31%	47
2026 Q1	$1.03M	Buy	3,504 +287	+9%	+$87.1K	0.31%	41
2025 Q4	$1.04M	Buy	3,217 +420	+15%	+$130K	0.32%	41
2025 Q3	$882K	Buy	2,797 +224	+9%	+$66.6K	0.29%	42
2025 Q2	$746K	Buy	2,573 +101	+4%	+$25.8K	0.27%	47
2025 Q1	$606K	Hold	2,472	–	–	0.24%	57
2024 Q4	$593K	Buy	2,472 +190	+8%	+$44.3K	0.23%	54
2024 Q3	$481K	Buy	2,282 +632	+38%	+$133K	0.19%	65
2024 Q2	$334K	Hold	1,650	–	–	0.14%	78
2024 Q1	$330K	Hold	1,650	–	–	0.15%	78
2023 Q4	$281K	Hold	1,650	–	–	0.14%	80
2023 Q3	$239K	Sell	1,650 -15	-0.9%	-$2.25K	0.13%	89
2023 Q2	$242K	Buy	+1,665	New	+$229K	0.13%	89

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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

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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Client 1st Advisory Group's JPM Position: Q3 2026 in Review

Client 1st Advisory Group reduced its JPMorgan Chase (JPM) stake by 3.7% in Q3 2026, selling an estimated $46.9K and leaving 3,525 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #48.

Client 1st Advisory Group first reported a position in JPM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2026. 1,306 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Client 1st Advisory Group held 3,525 shares of JPMorgan Chase worth $1.17M as of Q3 2026.
Client 1st Advisory Group sold 134 JPMorgan Chase shares in Q3 2026, an estimated $46.9K.
JPMorgan Chase made up 0.3% of Client 1st Advisory Group's portfolio in Q3 2026, its #48 holding.
Client 1st Advisory Group first reported a position in JPMorgan Chase in Q2 2023 and has held it in 14 quarters since.
Client 1st Advisory Group's JPMorgan Chase position peaked at $1.2M in Q2 2026.
1,306 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.