GER Loftin Wealth Advisors LLC’s JPMorgan Chase JPM Stock Holding History

GER Loftin Wealth Advisors LLC’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	$1.68M	Buy	+5,085	New	+$1.78M	0.54%	35

Other funds holding JPM

State Street Boston, Massachusetts $3.44T AUM 36.12% 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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's JPM Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in JPMorgan Chase (JPM) in Q3 2026: 5,085 shares worth $1.68M. The stake represents 0.54% of the portfolio and ranks #35 among its holdings.

4,062 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

GER Loftin Wealth Advisors LLC held 5,085 shares of JPMorgan Chase worth $1.68M as of Q3 2026.
JPMorgan Chase was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
JPMorgan Chase made up 0.54% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #35 holding.
4,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.