Wavvest Wealth LLC’s JPMorgan Chase JPM Stock Holding History

Wavvest Wealth LLC’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	$269K	Buy	+814	New	+$285K	0.22%	86

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

Wavvest Wealth LLC's JPM Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in JPMorgan Chase (JPM) in Q3 2026: 814 shares worth $269K. The stake represents 0.22% of the portfolio and ranks #86 among its holdings.

2,108 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Wavvest Wealth LLC held 814 shares of JPMorgan Chase worth $269K as of Q3 2026.
JPMorgan Chase was a new Wavvest Wealth LLC position in Q3 2026.
JPMorgan Chase made up 0.22% of Wavvest Wealth LLC's portfolio in Q3 2026, its #86 holding.
2,108 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.