Innovative Wealth Building
JPM icon

Innovative Wealth Building’s JPMorgan Chase JPM Stock Holding History

Innovative Wealth Building’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 		$327K Buy
989
+2
+0.2% +$700 0.18% 58
2026
Q2 		$323K Sell
987
-26
-3% -$8.07K 0.19% 60
2026
Q1 		$298K Buy
1,013
+39
+4% +$11.8K 0.21% 54
2025
Q4 		$314K Buy
974
+5
+0.5% +$1.55K 0.23% 46
2025
Q3 		$306K Buy
969
+4
+0.4% +$1.19K 0.24% 44
2025
Q2 		$280K Buy
965
+22
+2% +$5.61K 0.23% 42
2025
Q1 		$231K Buy
943
+87
+10% +$22.2K 0.21% 45
2024
Q4 		$205K Buy
+856
New +$199K 0.19% 50

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Innovative Wealth Building's JPM Position: Q3 2026 in Review

Innovative Wealth Building increased its JPMorgan Chase (JPM) stake by 0.2% in Q3 2026, buying an estimated $700 and bringing the position to 989 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #58.

Innovative Wealth Building first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Innovative Wealth Building held 989 shares of JPMorgan Chase worth $327K as of Q3 2026.
  • Innovative Wealth Building bought 2 JPMorgan Chase shares in Q3 2026, an estimated $700.
  • JPMorgan Chase made up 0.18% of Innovative Wealth Building's portfolio in Q3 2026, its #58 holding.
  • Innovative Wealth Building first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.