Global Wealth Strategies & Associates’s JPMorgan Chase JPM Stock Holding History

Global Wealth Strategies & Associates’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	$2.83M	Buy	8,549 +522	+7%	+$183K	0.52%	26
2026 Q2	$2.63M	Buy	8,027 +6,400	+393%	+$1.99M	0.5%	27
2026 Q1	$479K	Sell	1,627 -3	-0.2%	-$910	0.12%	45
2025 Q4	$525K	Sell	1,630 -125	-7%	-$38.7K	0.13%	37
2025 Q3	$553K	Buy	1,755 +478	+37%	+$142K	0.14%	39
2025 Q2	$370K	Buy	1,277 +14	+1%	+$3.57K	0.11%	41
2025 Q1	$310K	Buy	1,263 +127	+11%	+$32.4K	0.09%	44
2024 Q4	$272K	Buy	1,136 +485	+75%	+$113K	0.09%	43
2024 Q3	$137K	Buy	651 +136	+26%	+$28.6K	0.05%	58
2024 Q2	$104K	Hold	515	–	–	0.04%	55
2024 Q1	$103K	Hold	515	–	–	0.04%	60
2023 Q4	$87.6K	Hold	515	–	–	0.04%	61
2023 Q3	$74.7K	Hold	515	–	–	0.03%	64
2023 Q2	$74.9K	Sell	515 -20	-4%	-$2.75K	0.04%	65
2023 Q1	$69.7K	Buy	535 +9	+2%	+$1.23K	0.04%	64
2022 Q4	$70.5K	Buy	+526	New	+$66.6K	0.04%	66

Other funds holding JPM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Global Wealth Strategies & Associates's JPM Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its JPMorgan Chase (JPM) stake by 6.5% in Q3 2026, buying an estimated $183K and bringing the position to 8,549 shares worth $2.83M. The position accounts for 0.52% of the portfolio, ranked #26.

Global Wealth Strategies & Associates first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 794 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Global Wealth Strategies & Associates held 8,549 shares of JPMorgan Chase worth $2.83M as of Q3 2026.
Global Wealth Strategies & Associates bought 522 JPMorgan Chase shares in Q3 2026, an estimated $183K.
JPMorgan Chase made up 0.52% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #26 holding.
Global Wealth Strategies & Associates first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
794 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.