DWR Wealth Management
JPM icon

DWR Wealth Management’s JPMorgan Chase JPM Stock Holding History

DWR 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 		$443K Hold
1,321
– – 0.31% 37
2026
Q2 		$435K Buy
1,321
+164
+14% +$50.9K 0.33% 37
2026
Q1 		$328K Buy
1,157
+11
+1% +$3.34K 0.29% 39
2025
Q4 		$371K Buy
+1,146
New +$355K 0.34% 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
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
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

DWR Wealth Management's JPM Position: Q3 2026 in Review

DWR Wealth Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,321 shares worth $443K. The position accounts for 0.31% of the portfolio, ranked #37.

DWR Wealth Management first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 3,565 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • DWR Wealth Management held 1,321 shares of JPMorgan Chase worth $443K as of Q3 2026.
  • DWR Wealth Management left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.31% of DWR Wealth Management's portfolio in Q3 2026, its #37 holding.
  • DWR Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 3,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.