Grant Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Grant Private 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	$2.75M	Sell	8,314 -1,176	-12%	-$411K	1.23%	14
2026 Q2	$3.11M	Buy	9,490 +512	+6%	+$159K	1.31%	15
2026 Q1	$2.64M	Buy	8,978 +208	+2%	+$63.1K	1.4%	13
2025 Q4	$2.83M	Sell	8,770 -182	-2%	-$56.3K	1.71%	12
2025 Q3	$2.82M	Buy	8,952 +5,333	+147%	+$1.59M	1.74%	11
2025 Q2	$1.05M	Sell	3,619 -3,746	-51%	-$956K	0.59%	35
2025 Q1	$1.81M	Buy	7,365 +605	+9%	+$154K	1.95%	13
2024 Q4	$1.62M	Buy	+6,760	New	+$1.57M	1.75%	16

Other funds holding JPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Grant Private Wealth Management's JPM Position: Q3 2026 in Review

Grant Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 12% in Q3 2026, selling an estimated $411K and leaving 8,314 shares worth $2.75M. The position accounts for 1.23% of the portfolio, ranked #14.

Grant Private Wealth Management first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.11M in Q2 2026. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Grant Private Wealth Management held 8,314 shares of JPMorgan Chase worth $2.75M as of Q3 2026.
Grant Private Wealth Management sold 1,176 JPMorgan Chase shares in Q3 2026, an estimated $411K.
JPMorgan Chase made up 1.23% of Grant Private Wealth Management's portfolio in Q3 2026, its #14 holding.
Grant Private Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Grant Private Wealth Management's JPMorgan Chase position peaked at $3.11M in Q2 2026.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.