Denver PWM
JPM icon

Denver PWM’s JPMorgan Chase JPM Stock Holding History

Denver PWM’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 		$676K Hold
2,044
– – 0.22% 48
2026
Q2 		$742K Buy
2,044
+125
+7% +$38.8K 0.24% 45
2026
Q1 		$580K Buy
1,919
+172
+10% +$52.2K 0.2% 50
2025
Q4 		$507K Hold
1,747
– – 0.17% 47
2025
Q3 		$507K Hold
1,747
– – 0.16% 49
2025
Q2 		$507K Buy
1,747
+436
+33% +$111K 0.16% 49
2025
Q1 		$322K Buy
1,311
+688
+110% +$175K 0.12% 52
2024
Q4 		$149K Sell
623
-134
-18% -$31.2K 0.06% 61
2024
Q3 		$160K Sell
757
-432
-36% -$91K 0.06% 65
2024
Q2 		$241K Sell
1,189
-389
-25% -$76K 0.1% 59
2024
Q1 		$311K Sell
1,578
-225
-12% -$40.6K 0.12% 72
2023
Q4 		$310K Sell
1,803
-292
-14% -$44.3K 0.14% 64
2023
Q3 		$300K Buy
2,095
+236
+13% +$35.4K 0.13% 76
2023
Q2 		$270K Hold
1,859
– – 0.11% 80
2023
Q1 		$255K Sell
1,859
-349
-16% -$47.8K 0.11% 82
2022
Q4 		$296K Sell
2,208
-60
-3% -$7.6K 0.14% 80
2022
Q3 		$244K Buy
2,268
+32
+1% +$3.67K 0.14% 79
2022
Q2 		$253K Buy
2,236
+44
+2% +$5.45K 0.12% 80
2022
Q1 		$297K Buy
2,192
+549
+33% +$81K 0.12% 82
2021
Q4 		$266K Buy
1,643
+404
+33% +$66.3K 0.1% 86
2021
Q3 		$203K Buy
+1,239
New +$194K 0.08% 93
2019
Q4 		– Sell
-302
Closed -$35.5K – 159
2019
Q3 		$35.5K Buy
+302
New +$34.2K 0.02% 146

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

Denver PWM's JPM Position: Q3 2026 in Review

Denver PWM held its JPMorgan Chase (JPM) position steady in Q3 2026 at 2,044 shares worth $676K. The position accounts for 0.22% of the portfolio, ranked #48.

Denver PWM first reported a position in JPM in Q3 2019 and has held it in 22 quarters since. The position peaked at $742K in Q2 2026. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Denver PWM held 2,044 shares of JPMorgan Chase worth $676K as of Q3 2026.
  • Denver PWM left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.22% of Denver PWM's portfolio in Q3 2026, its #48 holding.
  • Denver PWM first reported a position in JPMorgan Chase in Q3 2019 and has held it in 22 quarters since.
  • Denver PWM's JPMorgan Chase position peaked at $742K in Q2 2026.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.