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

Forteris 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 		$2.35M Sell
7,095
-308
-4% -$108K 1.94% 18
2026
Q2 		$2.42M Sell
7,403
-117
-2% -$36.3K 1.98% 19
2026
Q1 		$2.21M Sell
7,520
-209
-3% -$63.4K 2.12% 17
2025
Q4 		$2.49M Buy
+7,729
New +$2.39M 2.45% 16

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

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

Forteris Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.2% in Q3 2026, selling an estimated $108K and leaving 7,095 shares worth $2.35M. The position accounts for 1.94% of the portfolio, ranked #18.

Forteris Wealth Management first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.49M in Q4 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Forteris Wealth Management held 7,095 shares of JPMorgan Chase worth $2.35M as of Q3 2026.
  • Forteris Wealth Management sold 308 JPMorgan Chase shares in Q3 2026, an estimated $108K.
  • JPMorgan Chase made up 1.94% of Forteris Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Forteris Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's JPMorgan Chase position peaked at $2.49M in Q4 2025.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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