High Net Worth Advisory Group
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High Net Worth Advisory Group’s JPMorgan Chase JPM Stock Holding History

High Net Worth Advisory Group’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 		$3.17M Buy
9,580
+122
+1% +$42.7K 0.67% 37
2026
Q2 		$3.1M Buy
9,458
+41
+0.4% +$12.7K 0.66% 38
2026
Q1 		$2.77M Sell
9,417
-567
-6% -$172K 0.65% 41
2025
Q4 		$3.22M Sell
9,984
-208
-2% -$64.4K 0.74% 35
2025
Q3 		$3.21M Buy
10,192
+16
+0.2% +$4.76K 0.77% 31
2025
Q2 		$2.95M Sell
10,176
-555
-5% -$142K 0.78% 35
2025
Q1 		$2.63M Sell
10,731
-24
-0.2% -$6.12K 0.74% 37
2024
Q4 		$2.58M Sell
10,755
-1,787
-14% -$416K 0.72% 36
2024
Q3 		$2.64M Sell
12,542
-541
-4% -$114K 0.72% 36
2024
Q2 		$2.65M Buy
13,083
+492
+4% +$96.2K 0.8% 31
2024
Q1 		$2.52M Sell
12,591
-183
-1% -$33K 0.79% 29
2023
Q4 		$2.17M Sell
12,774
-928
-7% -$141K 0.81% 31
2023
Q3 		$1.99M Sell
13,702
-1,372
-9% -$206K 0.8% 31
2023
Q2 		$2.19M Buy
15,074
+287
+2% +$39.5K 0.85% 30
2023
Q1 		$1.93M Sell
14,787
-764
-5% -$105K 0.79% 32
2022
Q4 		$2.09M Sell
15,551
-667
-4% -$84.5K 0.81% 25
2022
Q3 		$1.7M Buy
16,218
+2,740
+20% +$314K 0.72% 31
2022
Q2 		$1.52M Sell
13,478
-3,370
-20% -$418K 0.63% 43
2022
Q1 		$2.3M Sell
16,848
-996
-6% -$147K 0.83% 29
2021
Q4 		$2.83M Buy
+17,844
New +$2.93M 0.99% 19

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

High Net Worth Advisory Group's JPM Position: Q3 2026 in Review

High Net Worth Advisory Group increased its JPMorgan Chase (JPM) stake by 1.3% in Q3 2026, buying an estimated $42.7K and bringing the position to 9,580 shares worth $3.17M. The position accounts for 0.67% of the portfolio, ranked #37.

High Net Worth Advisory Group first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.22M in Q4 2025. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • High Net Worth Advisory Group held 9,580 shares of JPMorgan Chase worth $3.17M as of Q3 2026.
  • High Net Worth Advisory Group bought 122 JPMorgan Chase shares in Q3 2026, an estimated $42.7K.
  • JPMorgan Chase made up 0.67% of High Net Worth Advisory Group's portfolio in Q3 2026, its #37 holding.
  • High Net Worth Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's JPMorgan Chase position peaked at $3.22M in Q4 2025.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.