JDH Wealth Management
JPM icon

JDH Wealth Management’s JPMorgan Chase JPM Stock Holding History

JDH Wealth Management’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 		$495K Buy
1,497
+123
+9% +$43K 0.3% 36
2026
Q2 		$450K Sell
1,374
-13
-0.9% -$4.04K 0.27% 38
2026
Q1 		$408K Buy
1,387
+246
+22% +$74.7K 0.28% 37
2025
Q4 		$368K Hold
1,141
– – 0.25% 38
2025
Q3 		$360K Hold
1,141
– – 0.26% 38
2025
Q2 		$331K Buy
1,141
+12
+1% +$3.06K 0.25% 39
2025
Q1 		$277K Hold
1,129
– – 0.24% 39
2024
Q4 		$271K Buy
+1,129
New +$263K 0.24% 41

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

JDH Wealth Management's JPM Position: Q3 2026 in Review

JDH Wealth Management increased its JPMorgan Chase (JPM) stake by 9% in Q3 2026, buying an estimated $43K and bringing the position to 1,497 shares worth $495K. The position accounts for 0.3% of the portfolio, ranked #36.

JDH Wealth Management first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • JDH Wealth Management held 1,497 shares of JPMorgan Chase worth $495K as of Q3 2026.
  • JDH Wealth Management bought 123 JPMorgan Chase shares in Q3 2026, an estimated $43K.
  • JPMorgan Chase made up 0.3% of JDH Wealth Management's portfolio in Q3 2026, its #36 holding.
  • JDH Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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