Correct Capital Wealth Management
JPM icon

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

Correct Capital 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 		$3.87M Sell
11,707
-199
-2% -$69.6K 0.66% 19
2026
Q2 		$3.9M Sell
11,906
-199
-2% -$61.8K 0.67% 17
2026
Q1 		$3.56M Sell
12,105
-103
-0.8% -$31.3K 0.66% 24
2025
Q4 		$3.93M Buy
12,208
+718
+6% +$222K 0.74% 18
2025
Q3 		$3.62M Sell
11,490
-282
-2% -$83.9K 0.6% 25
2025
Q2 		$3.41M Buy
11,772
+490
+4% +$125K 0.5% 21
2025
Q1 		$2.77M Sell
11,282
-1,101
-9% -$281K 0.45% 20
2024
Q4 		$2.97M Buy
12,383
+718
+6% +$167K 0.59% 17
2024
Q3 		$2.46M Buy
11,665
+1,213
+12% +$255K 0.54% 22
2024
Q2 		$2.11M Buy
10,452
+1,654
+19% +$323K 0.49% 22
2024
Q1 		$1.76M Buy
8,798
+1,098
+14% +$198K 0.41% 32
2023
Q4 		$1.31M Buy
+7,700
New +$1.17M 0.33% 35

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Correct Capital Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, selling an estimated $69.6K and leaving 11,707 shares worth $3.87M. The position accounts for 0.66% of the portfolio, ranked #19.

Correct Capital Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.93M in Q4 2025. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Correct Capital Wealth Management held 11,707 shares of JPMorgan Chase worth $3.87M as of Q3 2026.
  • Correct Capital Wealth Management sold 199 JPMorgan Chase shares in Q3 2026, an estimated $69.6K.
  • JPMorgan Chase made up 0.66% of Correct Capital Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Correct Capital Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Correct Capital Wealth Management's JPMorgan Chase position peaked at $3.93M in Q4 2025.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Correct Capital Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.