GDS Wealth Management
JPM icon

GDS Wealth Management’s JPMorgan Chase JPM Stock Holding History

GDS 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 		$33.3M Buy
100,718
+4,764
+5% +$1.67M 1.49% 20
2026
Q2 		$31.4M Buy
95,954
+5,078
+6% +$1.58M 1.49% 17
2026
Q1 		$26.7M Buy
90,876
+4,273
+5% +$1.3M 1.61% 15
2025
Q4 		$27.9M Buy
86,603
+930
+1% +$288K 1.75% 14
2025
Q3 		$27M Buy
85,673
+1,600
+2% +$476K 1.78% 13
2025
Q2 		$24.4M Buy
84,073
+724
+0.9% +$185K 1.78% 11
2025
Q1 		$20.4M Buy
83,349
+3,474
+4% +$886K 1.74% 16
2024
Q4 		$19.1M Buy
79,875
+2,459
+3% +$573K 1.74% 18
2024
Q3 		$16.3M Buy
77,416
+4,700
+6% +$990K 1.59% 25
2024
Q2 		$14.7M Buy
72,716
+6,062
+9% +$1.19M 1.61% 23
2024
Q1 		$13.4M Buy
66,654
+5,924
+10% +$1.07M 1.56% 27
2023
Q4 		$10.3M Buy
60,730
+7,473
+14% +$1.13M 1.39% 30
2023
Q3 		$7.72M Buy
53,257
+4,249
+9% +$637K 1.21% 31
2023
Q2 		$7.13M Buy
49,008
+1,800
+4% +$248K 1.16% 30
2023
Q1 		$6.15M Sell
47,208
-1,988
-4% -$272K 1.09% 35
2022
Q4 		$6.6M Buy
49,196
+291
+0.6% +$36.9K 1.26% 31
2022
Q3 		$5.11M Buy
48,905
+2,201
+5% +$253K 1.14% 33
2022
Q2 		$5.26M Buy
46,704
+16,979
+57% +$2.1M 1.18% 32
2022
Q1 		$3.82M Buy
29,725
+1,916
+7% +$283K 0.84% 33
2021
Q4 		$4.4M Buy
+27,809
New +$4.57M 0.99% 27

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

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

GDS Wealth Management increased its JPMorgan Chase (JPM) stake by 5% in Q3 2026, buying an estimated $1.67M and bringing the position to 100,718 shares worth $33.3M. The position accounts for 1.49% of the portfolio, ranked #20.

GDS Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • GDS Wealth Management held 100,718 shares of JPMorgan Chase worth $33.3M as of Q3 2026.
  • GDS Wealth Management bought 4,764 JPMorgan Chase shares in Q3 2026, an estimated $1.67M.
  • JPMorgan Chase made up 1.49% of GDS Wealth Management's portfolio in Q3 2026, its #20 holding.
  • GDS Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.