CogentBlue Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

CogentBlue Wealth Advisors’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	–	Sell	-1,906	Closed	-$624K	–	79
2026 Q2	$624K	Buy	1,906 +63	+3%	+$19.6K	0.36%	45
2026 Q1	$542K	Sell	1,843 -82	-4%	-$24.9K	0.36%	38
2025 Q4	$620K	Buy	1,925 +28	+1%	+$8.67K	0.42%	34
2025 Q3	$598K	Buy	1,897 +51	+3%	+$15.2K	0.41%	38
2025 Q2	$535K	Buy	1,846 +213	+13%	+$54.4K	0.41%	38
2025 Q1	$401K	Buy	1,633 +594	+57%	+$151K	0.35%	39
2024 Q4	$249K	Buy	+1,039	New	+$242K	0.22%	45

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

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

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

CogentBlue Wealth Advisors's JPM Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of JPMorgan Chase (JPM) in Q3 2026, closing a stake of 1,906 shares — an estimated $624K sold.

CogentBlue Wealth Advisors first reported a position in JPM in Q4 2024 and held it in 7 quarters. The position peaked at $624K in Q2 2026. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

CogentBlue Wealth Advisors reported no remaining JPMorgan Chase position as of Q3 2026 after selling out during the quarter.
CogentBlue Wealth Advisors sold 1,906 JPMorgan Chase shares in Q3 2026, an estimated $624K.
CogentBlue Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and held it in 7 quarters.
CogentBlue Wealth Advisors's JPMorgan Chase position peaked at $624K in Q2 2026.
283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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