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Green Ridge Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Green Ridge Wealth Planning’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 		$1.48M Sell
4,462
-287
-6% -$100K 0.59% 29
2026
Q2 		$1.55M Sell
4,749
-90
-2% -$27.9K 0.65% 29
2026
Q1 		$1.42M Buy
4,839
+342
+8% +$104K 0.75% 29
2025
Q4 		$1.45M Buy
+4,497
New +$1.39M 0.74% 28

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Green Ridge Wealth Planning's JPM Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its JPMorgan Chase (JPM) stake by 6% in Q3 2026, selling an estimated $100K and leaving 4,462 shares worth $1.48M. The position accounts for 0.59% of the portfolio, ranked #29.

Green Ridge Wealth Planning first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q2 2026. 175 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Green Ridge Wealth Planning held 4,462 shares of JPMorgan Chase worth $1.48M as of Q3 2026.
  • Green Ridge Wealth Planning sold 287 JPMorgan Chase shares in Q3 2026, an estimated $100K.
  • JPMorgan Chase made up 0.59% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #29 holding.
  • Green Ridge Wealth Planning first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's JPMorgan Chase position peaked at $1.55M in Q2 2026.
  • 175 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.