Darden Wealth Group
JPM icon

Darden Wealth Group’s JPMorgan Chase JPM Stock Holding History

Darden Wealth 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 		$2.01M Sell
6,061
-120
-2% -$42K 0.8% 26
2026
Q2 		$2.02M Buy
6,181
+336
+6% +$104K 0.8% 27
2026
Q1 		$1.72M Buy
5,845
+1,175
+25% +$357K 0.88% 24
2025
Q4 		$1.51M Buy
4,670
+13
+0.3% +$4.02K 0.73% 34
2025
Q3 		$1.47M Sell
4,657
-13
-0.3% -$3.87K 0.77% 31
2025
Q2 		$1.35M Sell
4,670
-210
-4% -$53.6K 0.82% 27
2025
Q1 		$1.2M Hold
4,880
– – 0.93% 29
2024
Q4 		$1.17M Buy
4,880
+490
+11% +$114K 0.79% 31
2024
Q3 		$926K Buy
4,390
+10
+0.2% +$2.11K 0.66% 41
2024
Q2 		$886K Buy
4,380
+60
+1% +$11.7K 0.53% 40
2024
Q1 		$865K Sell
4,320
-97
-2% -$17.5K 0.68% 44
2023
Q4 		$751K Buy
+4,417
New +$669K 0.72% 38

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Darden Wealth Group's JPM Position: Q3 2026 in Review

Darden Wealth Group reduced its JPMorgan Chase (JPM) stake by 1.9% in Q3 2026, selling an estimated $42K and leaving 6,061 shares worth $2.01M. The position accounts for 0.8% of the portfolio, ranked #26.

Darden Wealth Group first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q2 2026. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Darden Wealth Group held 6,061 shares of JPMorgan Chase worth $2.01M as of Q3 2026.
  • Darden Wealth Group sold 120 JPMorgan Chase shares in Q3 2026, an estimated $42K.
  • JPMorgan Chase made up 0.8% of Darden Wealth Group's portfolio in Q3 2026, its #26 holding.
  • Darden Wealth Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Darden Wealth Group's JPMorgan Chase position peaked at $2.02M in Q2 2026.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.