JGP Wealth Management
F icon

JGP Wealth Management’s Ford F Stock Holding History

JGP Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$129K Sell
10,679
-3,551
-25% -$49.3K 0.01% 241
2026
Q2 		$198K Sell
14,230
-333
-2% -$4.49K 0.02% 230
2026
Q1 		$168K Sell
14,563
-3,070
-17% -$40.4K 0.02% 220
2025
Q4 		$231K Hold
17,633
– – 0.02% 215
2025
Q3 		$215K Buy
17,633
+4,946
+39% +$57K 0.02% 198
2025
Q2 		$138K Buy
+12,687
New +$129K 0.02% 198
2020
Q1 		– Sell
-15,662
Closed -$143K – 127
2019
Q4 		$143K Sell
15,662
-4,549
-23% -$40.9K 0.04% 133
2019
Q3 		$174K Buy
20,211
+4,365
+28% +$41.5K 0.06% 129
2019
Q2 		$162K Buy
15,846
+65
+0.4% +$641 0.06% 127
2019
Q1 		$139K Buy
15,781
+4,212
+36% +$36.2K 0.05% 120
2018
Q4 		$89K Sell
11,569
-6,070
-34% -$54.1K 0.04% 116
2018
Q3 		$163K Buy
+17,639
New +$176K 0.07% 116

Other funds holding F

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JGP Wealth Management's F Position: Q3 2026 in Review

JGP Wealth Management reduced its Ford (F) stake by 25% in Q3 2026, selling an estimated $49.3K and leaving 10,679 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #241.

JGP Wealth Management first reported a position in F in Q3 2018 and has held it in 12 quarters since. The position peaked at $231K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold F as of Q3 2026.

  • JGP Wealth Management held 10,679 shares of Ford worth $129K as of Q3 2026.
  • JGP Wealth Management sold 3,551 Ford shares in Q3 2026, an estimated $49.3K.
  • Ford made up 0.01% of JGP Wealth Management's portfolio in Q3 2026, its #241 holding.
  • JGP Wealth Management first reported a position in Ford in Q3 2018 and has held it in 12 quarters since.
  • JGP Wealth Management's Ford position peaked at $231K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Ford as of Q3 2026.

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