Holos Integrated Wealth
JPM icon

Holos Integrated Wealth’s JPMorgan Chase JPM Stock Holding History

Holos Integrated Wealth’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 		$1.05M Buy
3,134
+240
+8% +$83.9K 0.47% 33
2026
Q2 		$982K Sell
2,894
-17
-0.6% -$5.28K 0.46% 35
2026
Q1 		$866K Buy
2,911
+17
+0.6% +$5.16K 0.44% 38
2025
Q4 		$942K Buy
2,894
+93
+3% +$28.8K 0.53% 27
2025
Q3 		$843K Sell
2,801
-127
-4% -$37.8K 0.5% 26
2025
Q2 		$845K Sell
2,928
-836
-22% -$213K 0.51% 27
2025
Q1 		$923K Hold
3,764
– – 0.61% 27
2024
Q4 		$902K Buy
+3,764
New +$877K 0.62% 27

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Holos Integrated Wealth's JPM Position: Q3 2026 in Review

Holos Integrated Wealth increased its JPMorgan Chase (JPM) stake by 8.3% in Q3 2026, buying an estimated $83.9K and bringing the position to 3,134 shares worth $1.05M. The position accounts for 0.47% of the portfolio, ranked #33.

Holos Integrated Wealth first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Holos Integrated Wealth held 3,134 shares of JPMorgan Chase worth $1.05M as of Q3 2026.
  • Holos Integrated Wealth bought 240 JPMorgan Chase shares in Q3 2026, an estimated $83.9K.
  • JPMorgan Chase made up 0.47% of Holos Integrated Wealth's portfolio in Q3 2026, its #33 holding.
  • Holos Integrated Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.