Instrumental Wealth
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Instrumental Wealth’s JPMorgan Chase JPM Stock Holding History

Instrumental 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 		$555K Buy
1,676
+59
+4% +$20.6K 0.27% 41
2026
Q2 		$529K Buy
1,617
+92
+6% +$28.6K 0.27% 41
2026
Q1 		$448K Sell
1,525
-93
-6% -$28.2K 0.28% 34
2025
Q4 		$495K Buy
1,618
+107
+7% +$33.1K 0.3% 31
2025
Q3 		$468K Buy
1,511
+105
+7% +$31.2K 0.33% 33
2025
Q2 		$403K Buy
1,406
+63
+5% +$16.1K 0.32% 34
2025
Q1 		$327K Sell
1,343
-33
-2% -$8.41K 0.3% 39
2024
Q4 		$364K Buy
1,376
+241
+21% +$56.1K 0.34% 27
2024
Q3 		$251K Buy
1,135
+34
+3% +$7.16K 0.25% 38
2024
Q2 		$230K Buy
1,101
+47
+4% +$9.19K 0.24% 36
2024
Q1 		$210K Buy
+1,054
New +$190K 0.09% 41

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Instrumental Wealth's JPM Position: Q3 2026 in Review

Instrumental Wealth increased its JPMorgan Chase (JPM) stake by 3.6% in Q3 2026, buying an estimated $20.6K and bringing the position to 1,676 shares worth $555K. The position accounts for 0.27% of the portfolio, ranked #41.

Instrumental Wealth first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Instrumental Wealth held 1,676 shares of JPMorgan Chase worth $555K as of Q3 2026.
  • Instrumental Wealth bought 59 JPMorgan Chase shares in Q3 2026, an estimated $20.6K.
  • JPMorgan Chase made up 0.27% of Instrumental Wealth's portfolio in Q3 2026, its #41 holding.
  • Instrumental Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.