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Exencial Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Exencial Wealth Advisors’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
2020
Q4 		– Sell
-148,119
Closed -$4.04M – 391
2020
Q3 		$4.04M Buy
+148,119
New +$14.5M 0.21% 130

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Exencial Wealth Advisors's JPM Position: Q1 2026 in Review

Exencial Wealth Advisors increased its JPMorgan Chase (JPM) stake by 94% in Q1 2026, buying an estimated $8.93M and bringing the position to 60,711 shares worth $17.9M. The position accounts for 0.56% of the portfolio, ranked #49.

Exencial Wealth Advisors first reported a position in JPM in Q2 2016 and has held it in 40 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Exencial Wealth Advisors held 60,711 shares of JPMorgan Chase worth $17.9M as of Q1 2026.
  • Exencial Wealth Advisors bought 29,415 JPMorgan Chase shares in Q1 2026, an estimated $8.93M.
  • JPMorgan Chase made up 0.56% of Exencial Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Exencial Wealth Advisors first reported a position in JPMorgan Chase in Q2 2016 and has held it in 40 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.