LeConte Wealth Management
JPM icon

LeConte Wealth Management’s JPMorgan Chase JPM Stock Holding History

LeConte 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 		$1.54M Buy
4,667
+67
+1% +$23.4K 0.83% 26
2026
Q2 		$1.51M Buy
4,600
+290
+7% +$90.1K 0.82% 26
2026
Q1 		$1.27M Sell
4,310
-88
-2% -$26.7K 0.82% 26
2025
Q4 		$1.42M Buy
4,398
+427
+11% +$132K 0.93% 20
2025
Q3 		$1.25M Buy
3,971
+781
+24% +$232K 0.84% 20
2025
Q2 		$925K Buy
3,190
+1,307
+69% +$334K 0.63% 23
2025
Q1 		$462K Buy
+1,883
New +$480K 0.29% 32

Other funds holding JPM

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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

LeConte Wealth Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q3 2026, buying an estimated $23.4K and bringing the position to 4,667 shares worth $1.54M. The position accounts for 0.83% of the portfolio, ranked #26.

LeConte Wealth Management first reported a position in JPM in Q1 2025 and has held it in 7 quarters since. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • LeConte Wealth Management held 4,667 shares of JPMorgan Chase worth $1.54M as of Q3 2026.
  • LeConte Wealth Management bought 67 JPMorgan Chase shares in Q3 2026, an estimated $23.4K.
  • JPMorgan Chase made up 0.83% of LeConte Wealth Management's portfolio in Q3 2026, its #26 holding.
  • LeConte Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 7 quarters since.
  • 1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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