Finer Wealth Management
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Finer Wealth Management’s JPMorgan Chase JPM Stock Holding History

Finer 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 		$7.04M Sell
21,279
-73
-0.3% -$25.5K 2.78% 11
2026
Q2 		$6.99M Buy
21,352
+180
+0.9% +$55.9K 3.12% 10
2026
Q1 		$6.23M Sell
21,172
-419
-2% -$127K 3.12% 9
2025
Q4 		$6.96M Buy
21,591
+388
+2% +$120K 3.37% 8
2025
Q3 		$6.69M Buy
21,203
+66
+0.3% +$19.6K 3.33% 9
2025
Q2 		$6.13M Buy
21,137
+357
+2% +$91.1K 3.28% 9
2025
Q1 		$5.1M Buy
20,780
+347
+2% +$88.5K 3.05% 9
2024
Q4 		$4.9M Buy
20,433
+529
+3% +$123K 2.81% 9
2024
Q3 		$4.2M Sell
19,904
-312
-2% -$65.7K 2.59% 9
2024
Q2 		$4.09M Sell
20,216
-1,036
-5% -$203K 2.64% 9
2024
Q1 		$4.26M Buy
21,252
+1,982
+10% +$358K 2.8% 9
2023
Q4 		$3.28M Buy
19,270
+1,199
+7% +$182K 2.44% 11
2023
Q3 		$2.62M Buy
18,071
+2,179
+14% +$327K 2.1% 15
2023
Q2 		$2.31M Buy
15,892
+407
+3% +$56K 1.81% 19
2023
Q1 		$2.02M Buy
15,485
+1,777
+13% +$243K 1.71% 22
2022
Q4 		$1.84M Buy
13,708
+2,146
+19% +$272K 1.72% 22
2022
Q3 		$1.21M Buy
11,562
+571
+5% +$65.5K 1.19% 28
2022
Q2 		$1.24M Buy
10,991
+1,420
+15% +$176K 1.13% 31
2022
Q1 		$1.3M Buy
9,571
+1,664
+21% +$246K 1.07% 32
2021
Q4 		$1.25M Buy
+7,907
New +$1.3M 1.04% 31

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Finer Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.34% in Q3 2026, selling an estimated $25.5K and leaving 21,279 shares worth $7.04M. The position accounts for 2.78% of the portfolio, ranked #11.

Finer Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 2,310 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Finer Wealth Management held 21,279 shares of JPMorgan Chase worth $7.04M as of Q3 2026.
  • Finer Wealth Management sold 73 JPMorgan Chase shares in Q3 2026, an estimated $25.5K.
  • JPMorgan Chase made up 2.78% of Finer Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Finer Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 2,310 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.