Jeppson Wealth Management
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Jeppson Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jeppson 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 		$4.1M Sell
12,397
-130
-1% -$45.5K 1.17% 16
2026
Q2 		$4.1M Sell
12,527
-30
-0.2% -$9.32K 1.21% 16
2026
Q1 		$3.69M Sell
12,557
-19
-0.2% -$5.77K 1.16% 19
2025
Q4 		$4.05M Sell
12,576
-29
-0.2% -$8.98K 1.28% 17
2025
Q3 		$3.98M Sell
12,605
-51
-0.4% -$15.2K 1.27% 15
2025
Q2 		$3.67M Sell
12,656
-715
-5% -$182K 1.27% 15
2025
Q1 		$3.28M Sell
13,371
-898
-6% -$229K 1.2% 16
2024
Q4 		$3.42M Sell
14,269
-19
-0.1% -$4.42K 1.24% 15
2024
Q3 		$3.01M Sell
14,288
-40
-0.3% -$8.42K 1.08% 17
2024
Q2 		$2.9M Sell
14,328
-9
-0.1% -$1.76K 1.11% 18
2024
Q1 		$2.87M Sell
14,337
-310
-2% -$55.9K 1.11% 19
2023
Q4 		$2.49M Sell
14,647
-4
-0% -$606 1.03% 20
2023
Q3 		$2.12M Sell
14,651
-700
-5% -$105K 0.97% 22
2023
Q2 		$2.23M Sell
15,351
-296
-2% -$40.7K 0.97% 21
2023
Q1 		$2.04M Sell
15,647
-256
-2% -$35.1K 0.89% 24
2022
Q4 		$2.13M Sell
15,903
-684
-4% -$86.7K 0.9% 24
2022
Q3 		$1.73M Sell
16,587
-706
-4% -$81K 0.79% 27
2022
Q2 		$1.95M Buy
17,293
+1,874
+12% +$232K 0.84% 23
2022
Q1 		$2.1M Buy
15,419
+1,651
+12% +$244K 0.98% 20
2021
Q4 		$2.18M Buy
13,768
+85
+0.6% +$14K 1.05% 19
2021
Q3 		$2.24M Buy
13,683
+210
+2% +$32.9K 1.17% 16
2021
Q2 		$2.1M Sell
13,473
-125
-0.9% -$19.6K 1.14% 17
2021
Q1 		$2.07M Sell
13,598
-1,715
-11% -$247K 1.23% 16
2020
Q4 		$1.95M Buy
15,313
+1,300
+9% +$145K 1.29% 14
2020
Q3 		$1.35M Buy
+14,013
New +$1.38M 1.06% 20

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

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

Jeppson Wealth Management reduced its JPMorgan Chase (JPM) stake by 1% in Q3 2026, selling an estimated $45.5K and leaving 12,397 shares worth $4.1M. The position accounts for 1.17% of the portfolio, ranked #16.

Jeppson Wealth Management first reported a position in JPM in Q3 2020 and has held it in 25 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Jeppson Wealth Management held 12,397 shares of JPMorgan Chase worth $4.1M as of Q3 2026.
  • Jeppson Wealth Management sold 130 JPMorgan Chase shares in Q3 2026, an estimated $45.5K.
  • JPMorgan Chase made up 1.17% of Jeppson Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Jeppson Wealth Management first reported a position in JPMorgan Chase in Q3 2020 and has held it in 25 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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