Inlet Private Wealth
JPM icon

Inlet Private Wealth’s JPMorgan Chase JPM Stock Holding History

Inlet Private 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 		$12.8M Sell
38,730
-210
-0.5% -$73.5K 3.11% 5
2026
Q2 		$12.7M Sell
38,940
-4,500
-10% -$1.4M 3.1% 5
2026
Q1 		$12.8M Sell
43,440
-5,300
-11% -$1.61M 3.26% 5
2025
Q4 		$15.7M Sell
48,740
-1,750
-3% -$542K 3.64% 5
2025
Q3 		$15.9M Buy
50,490
+26
+0.1% +$7.73K 3.59% 5
2025
Q2 		$14.6M Sell
50,464
-160
-0.3% -$40.8K 3.6% 5
2025
Q1 		$12.4M Sell
50,624
-1,725
-3% -$440K 3.23% 5
2024
Q4 		$12.5M Sell
52,349
-1,265
-2% -$295K 3.32% 5
2024
Q3 		$11.3M Sell
53,614
-175
-0.3% -$36.9K 2.87% 4
2024
Q2 		$10.9M Sell
53,789
-582
-1% -$114K 2.98% 5
2024
Q1 		$10.9M Sell
54,371
-1,225
-2% -$221K 3.04% 5
2023
Q4 		$9.46M Sell
55,596
-150
-0.3% -$22.7K 2.9% 5
2023
Q3 		$8.08M Sell
55,746
-7,360
-12% -$1.1M 2.66% 6
2023
Q2 		$9.18M Sell
63,106
-100
-0.2% -$13.8K 2.32% 7
2023
Q1 		$8.24M Sell
63,206
-447
-0.7% -$61.2K 2.14% 8
2022
Q4 		$8.54M Buy
63,653
+1,693
+3% +$215K 2.19% 8
2022
Q3 		$6.48M Buy
61,960
+1,503
+2% +$172K 1.93% 10
2022
Q2 		$6.81M Buy
60,457
+19
+0% +$2.35K 1.94% 13
2022
Q1 		$8.24M Buy
60,438
+179
+0.3% +$26.4K 2.06% 10
2021
Q4 		$9.5M Sell
60,259
-9
-0% -$1.48K 2.31% 8
2021
Q3 		$9.9M Hold
60,268
– – 2.64% 5
2021
Q2 		$9.37M Buy
60,268
+19
+0% +$2.98K 2.46% 6
2021
Q1 		$9.17M Buy
60,249
+608
+1% +$87.5K 2.63% 6
2020
Q4 		$7.58M Sell
59,641
-250
-0.4% -$27.9K 2.48% 8
2020
Q3 		$5.77M Buy
59,891
+2,020
+3% +$198K 2.25% 9
2020
Q2 		$5.44M Hold
57,871
– – 2.17% 9
2020
Q1 		$5.21M Sell
57,871
-100
-0.2% -$12.1K 2.42% 9
2019
Q4 		$8.08M Buy
57,971
+600
+1% +$77K 2.68% 3
2019
Q3 		$6.75M Buy
57,371
+1,600
+3% +$181K 2.5% 3
2019
Q2 		$6.43M Buy
55,771
+5,428
+11% +$598K 2.31% 6
2019
Q1 		$5.1M Buy
50,343
+11,994
+31% +$1.24M 2.05% 6
2018
Q4 		$3.74M Buy
+38,349
New +$4.09M 2.01% 5

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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Inlet Private Wealth's JPM Position: Q3 2026 in Review

Inlet Private Wealth reduced its JPMorgan Chase (JPM) stake by 0.54% in Q3 2026, selling an estimated $73.5K and leaving 38,730 shares worth $12.8M. The position accounts for 3.11% of the portfolio, ranked #5.

Inlet Private Wealth first reported a position in JPM in Q4 2018 and has held it in 32 quarters since. The position peaked at $15.9M in Q3 2025. 1,391 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Inlet Private Wealth held 38,730 shares of JPMorgan Chase worth $12.8M as of Q3 2026.
  • Inlet Private Wealth sold 210 JPMorgan Chase shares in Q3 2026, an estimated $73.5K.
  • JPMorgan Chase made up 3.11% of Inlet Private Wealth's portfolio in Q3 2026, its #5 holding.
  • Inlet Private Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 32 quarters since.
  • Inlet Private Wealth's JPMorgan Chase position peaked at $15.9M in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.