ClientFirst Wealth Management’s JPMorgan Chase JPM Stock Holding History

ClientFirst 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	$498K	Hold	1,504	–	–	0.36%	26
2026 Q2	$492K	Hold	1,504	–	–	0.4%	27
2026 Q1	$442K	Hold	1,504	–	–	0.37%	27
2025 Q4	$485K	Hold	1,504	–	–	0.39%	25
2025 Q3	$474K	Hold	1,504	–	–	0.38%	28
2025 Q2	$436K	Hold	1,504	–	–	0.45%	25
2025 Q1	$369K	Hold	1,504	–	–	0.42%	25
2024 Q4	$361K	Buy	+1,504	New	+$350K	0.36%	28
2023 Q3	$217K	Hold	1,504	–	–	0.26%	29
2023 Q2	$225K	Buy	+1,504	New	+$207K	0.27%	26
2023 Q1	–	Sell	-1,504	Closed	-$202K	–	25
2022 Q4	$202K	Hold	1,504	–	–	0.26%	26
2022 Q3	$203K	Buy	+1,504	New	+$173K	0.25%	25
2022 Q2	–	Sell	-1,504	Closed	-$205K	–	29
2022 Q1	$205K	Hold	1,504	–	–	0.19%	29
2021 Q4	$212K	Buy	+1,504	New	+$247K	0.19%	28

Other funds holding JPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

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

ClientFirst Wealth Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,504 shares worth $498K. The position accounts for 0.36% of the portfolio, ranked #26.

ClientFirst Wealth Management first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

ClientFirst Wealth Management held 1,504 shares of JPMorgan Chase worth $498K as of Q3 2026.
ClientFirst Wealth Management left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 0.36% of ClientFirst Wealth Management's portfolio in Q3 2026, its #26 holding.
ClientFirst Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on ClientFirst Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.