Fairvoy Private Wealth
JPM icon

Fairvoy Private Wealth’s JPMorgan Chase JPM Stock Holding History

Fairvoy Private 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 		$2.16M Buy
6,515
+836
+15% +$292K 0.43% 53
2026
Q2 		$1.86M Buy
5,679
+500
+10% +$155K 0.38% 58
2026
Q1 		$1.52M Sell
5,179
-39
-0.7% -$11.8K 0.36% 69
2025
Q4 		$1.68M Sell
5,218
-4
-0.1% -$1.24K 0.38% 58
2025
Q3 		$1.65M Sell
5,222
-167
-3% -$49.7K 0.38% 60
2025
Q2 		$1.56M Buy
5,389
+676
+14% +$173K 0.39% 60
2025
Q1 		$1.16M Sell
4,713
-7
-0.1% -$1.78K 0.32% 70
2024
Q4 		$1.13M Buy
+4,720
New +$1.1M 0.3% 69

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Fairvoy Private Wealth's JPM Position: Q3 2026 in Review

Fairvoy Private Wealth increased its JPMorgan Chase (JPM) stake by 15% in Q3 2026, buying an estimated $292K and bringing the position to 6,515 shares worth $2.16M. The position accounts for 0.43% of the portfolio, ranked #53.

Fairvoy Private Wealth first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 3,908 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Fairvoy Private Wealth held 6,515 shares of JPMorgan Chase worth $2.16M as of Q3 2026.
  • Fairvoy Private Wealth bought 836 JPMorgan Chase shares in Q3 2026, an estimated $292K.
  • JPMorgan Chase made up 0.43% of Fairvoy Private Wealth's portfolio in Q3 2026, its #53 holding.
  • Fairvoy Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 3,908 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.