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

Forza 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 		$6.22M Buy
18,805
+570
+3% +$199K 1.8% 11
2026
Q2 		$5.97M Hold
18,235
– – 1.83% 11
2026
Q1 		$5.36M Buy
18,235
+61
+0.3% +$18.5K 1.87% 11
2025
Q4 		$5.86M Buy
18,174
+163
+0.9% +$50.5K 2.12% 8
2025
Q3 		$5.68M Buy
18,011
+104
+0.6% +$30.9K 2.18% 7
2025
Q2 		$5.19M Sell
17,907
-36
-0.2% -$9.19K 2.13% 8
2025
Q1 		$4.4M Buy
17,943
+140
+0.8% +$35.7K 1.98% 11
2024
Q4 		$4.27M Buy
17,803
+57
+0.3% +$13.3K 1.94% 10
2024
Q3 		$3.74M Buy
17,746
+489
+3% +$103K 1.71% 10
2024
Q2 		$3.49M Buy
17,257
+53
+0.3% +$10.4K 1.8% 10
2024
Q1 		$3.45M Sell
17,204
-250
-1% -$45.1K 1.79% 11
2023
Q4 		$2.97M Sell
17,454
-3,145
-15% -$477K 1.64% 13
2023
Q3 		$2.99M Buy
20,599
+300
+1% +$45K 1.54% 15
2023
Q2 		$2.95M Sell
20,299
-155
-0.8% -$21.3K 1.49% 17
2023
Q1 		$2.67M Buy
20,454
+3,656
+22% +$501K 1.37% 17
2022
Q4 		$2.25M Buy
+16,798
New +$2.13M 1.49% 19

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

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

Forza Wealth Management increased its JPMorgan Chase (JPM) stake by 3.1% in Q3 2026, buying an estimated $199K and bringing the position to 18,805 shares worth $6.22M. The position accounts for 1.8% of the portfolio, ranked #11.

Forza Wealth Management first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Forza Wealth Management held 18,805 shares of JPMorgan Chase worth $6.22M as of Q3 2026.
  • Forza Wealth Management bought 570 JPMorgan Chase shares in Q3 2026, an estimated $199K.
  • JPMorgan Chase made up 1.8% of Forza Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Forza Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.