Enzi Wealth’s JPMorgan Chase JPM Stock Holding History

Enzi Wealth’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	$492K	Buy	1,483 +179	+14%	+$62.6K	0.15%	50
2026 Q2	$447K	Sell	1,304 -15	-1%	-$4.66K	0.14%	46
2026 Q1	$388K	Sell	1,319 -11	-0.8%	-$3.34K	0.13%	46
2025 Q4	$409K	Buy	1,330 +4	+0.3%	+$1.24K	0.14%	47
2025 Q3	$396K	Buy	1,326 +33	+3%	+$9.8K	0.14%	46
2025 Q2	$371K	Buy	1,293 +1	+0.1%	+$255	0.14%	48
2025 Q1	$316K	Sell	1,292 -12	-0.9%	-$3.06K	0.13%	48
2024 Q4	$343K	Buy	1,304 +67	+5%	+$15.6K	0.13%	48
2024 Q3	$274K	Sell	1,237 -51	-4%	-$10.7K	0.11%	55
2024 Q2	$264K	Buy	1,288 +105	+9%	+$20.5K	0.12%	55
2024 Q1	$216K	Buy	+1,183	New	+$213K	0.1%	54
2023 Q1	–	Sell	-2,427	Closed	-$336K	–	69
2022 Q4	$336K	Hold	2,427	–	–	0.16%	56
2022 Q3	$328K	Buy	+2,427	New	+$279K	0.16%	56

Other funds holding JPM

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Enzi Wealth's JPM Position: Q3 2026 in Review

Enzi Wealth increased its JPMorgan Chase (JPM) stake by 14% in Q3 2026, buying an estimated $62.6K and bringing the position to 1,483 shares worth $492K. The position accounts for 0.15% of the portfolio, ranked #50.

Enzi Wealth first reported a position in JPM in Q3 2022 and has held it in 13 quarters since. 2,033 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Enzi Wealth held 1,483 shares of JPMorgan Chase worth $492K as of Q3 2026.
Enzi Wealth bought 179 JPMorgan Chase shares in Q3 2026, an estimated $62.6K.
JPMorgan Chase made up 0.15% of Enzi Wealth's portfolio in Q3 2026, its #50 holding.
Enzi Wealth first reported a position in JPMorgan Chase in Q3 2022 and has held it in 13 quarters since.
2,033 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.