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

Foguth 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 		$1.24M Buy
3,648
+555
+18% +$194K 0.13% 87
2026
Q2 		$1.05M Buy
3,093
+674
+28% +$209K 0.12% 84
2026
Q1 		$724K Buy
2,419
+330
+16% +$100K 0.08% 101
2025
Q4 		$680K Buy
+2,089
New +$647K 0.11% 88
2025
Q2 		$466K Sell
1,609
-207
-11% -$52.8K 0.1% 85
2025
Q1 		$445K Sell
1,816
-43
-2% -$11K 0.11% 92
2024
Q4 		$492K Buy
1,859
+658
+55% +$153K 0.13% 82
2024
Q3 		$253K Sell
1,201
-358
-23% -$75.4K 0.09% 110
2024
Q2 		$315K Buy
1,559
+460
+42% +$89.9K 0.14% 90
2024
Q1 		$220K Buy
+1,099
New +$198K 0.12% 118

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Foguth Wealth Management increased its JPMorgan Chase (JPM) stake by 18% in Q3 2026, buying an estimated $194K and bringing the position to 3,648 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #87.

Foguth Wealth Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 3,357 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Foguth Wealth Management held 3,648 shares of JPMorgan Chase worth $1.24M as of Q3 2026.
  • Foguth Wealth Management bought 555 JPMorgan Chase shares in Q3 2026, an estimated $194K.
  • JPMorgan Chase made up 0.13% of Foguth Wealth Management's portfolio in Q3 2026, its #87 holding.
  • Foguth Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 3,357 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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