FORM Wealth Advisors
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FORM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

FORM 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 		$1.2M Sell
3,628
-77
-2% -$26.9K 0.13% 23
2026
Q2 		$1.21M Sell
3,705
-717
-16% -$223K 0.13% 23
2026
Q1 		$1.3M Sell
4,422
-261
-6% -$79.2K 0.15% 24
2025
Q4 		$1.51M Buy
+4,683
New +$1.45M 0.18% 23
2025
Q2 		$1.55M Buy
5,343
+228
+4% +$58.2K 0.19% 24
2025
Q1 		$1.25M Buy
+5,115
New +$1.3M 0.17% 23

Other funds holding JPM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

FORM Wealth Advisors's JPM Position: Q3 2026 in Review

FORM Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2.1% in Q3 2026, selling an estimated $26.9K and leaving 3,628 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #23.

FORM Wealth Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2025. 1,591 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • FORM Wealth Advisors held 3,628 shares of JPMorgan Chase worth $1.2M as of Q3 2026.
  • FORM Wealth Advisors sold 77 JPMorgan Chase shares in Q3 2026, an estimated $26.9K.
  • JPMorgan Chase made up 0.13% of FORM Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • FORM Wealth Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's JPMorgan Chase position peaked at $1.55M in Q2 2025.
  • 1,591 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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