Fifth Third Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Fifth Third 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
2026 Q3	$48.8M	Buy	147,554 +2,410	+2%	+$843K	1.29%	12
2026 Q2	$47.5M	Buy	145,144 +4,032	+3%	+$1.25M	1.33%	12
2026 Q1	$41.5M	Buy	141,112 +10,034	+8%	+$3.05M	1.4%	12
2025 Q4	$42.2M	Buy	131,078 +3,191	+2%	+$988K	1.48%	12
2025 Q3	$40.3M	Buy	127,887 +3,488	+3%	+$1.04M	1.49%	12
2025 Q2	$36.1M	Buy	124,399 +16,620	+15%	+$4.24M	1.51%	11
2025 Q1	$26.4M	Buy	107,779 +9,871	+10%	+$2.52M	1.37%	12
2024 Q4	$23.5M	Buy	97,908 +7,620	+8%	+$1.77M	1.27%	12
2024 Q3	$19M	Buy	90,288 +15,334	+20%	+$3.23M	1.17%	12
2024 Q2	$15.2M	Buy	74,954 +31,397	+72%	+$6.14M	1.15%	12
2024 Q1	$8.72M	Buy	43,557 +9,273	+27%	+$1.67M	1.36%	13
2023 Q4	$5.83M	Buy	34,284 +1,887	+6%	+$286K	1.89%	11
2023 Q3	$4.7M	Buy	32,397 +7,406	+30%	+$1.11M	1.9%	11
2023 Q2	$3.63M	Buy	24,991 +14,447	+137%	+$1.99M	2.34%	8
2023 Q1	$1.37M	Buy	+10,544	New	+$1.44M	2.54%	8

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

Fifth Third Wealth Advisors's JPM Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, buying an estimated $843K and bringing the position to 147,554 shares worth $48.8M. The position accounts for 1.29% of the portfolio, ranked #12.

Fifth Third Wealth Advisors first reported a position in JPM in Q1 2023 and has held it in 15 quarters since. 2,005 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Fifth Third Wealth Advisors held 147,554 shares of JPMorgan Chase worth $48.8M as of Q3 2026.
Fifth Third Wealth Advisors bought 2,410 JPMorgan Chase shares in Q3 2026, an estimated $843K.
JPMorgan Chase made up 1.29% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #12 holding.
Fifth Third Wealth Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 15 quarters since.
2,005 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.