Ledgewood Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Ledgewood Wealth Advisors’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	$1.13M	Buy	3,421 +1,661	+94%	+$581K	0.62%	29
2026 Q2	$576K	Hold	1,760	–	–	0.31%	40
2026 Q1	$518K	Hold	1,760	–	–	0.29%	45
2025 Q4	$567K	Hold	1,760	–	–	0.33%	43
2025 Q3	$555K	Hold	1,760	–	–	0.33%	40
2025 Q2	$510K	Hold	1,760	–	–	0.32%	40
2025 Q1	$432K	Hold	1,760	–	–	0.28%	43
2024 Q4	$422K	Hold	1,760	–	–	0.27%	46
2024 Q3	$371K	Buy	1,760 +46	+3%	+$9.69K	0.25%	52
2024 Q2	$347K	Hold	1,714	–	–	0.3%	42
2024 Q1	$343K	Hold	1,714	–	–	0.32%	46
2023 Q4	$292K	Buy	+1,714	New	+$260K	0.27%	48

Other funds holding JPM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Ledgewood Wealth Advisors's JPM Position: Q3 2026 in Review

Ledgewood Wealth Advisors increased its JPMorgan Chase (JPM) stake by 94% in Q3 2026, buying an estimated $581K and bringing the position to 3,421 shares worth $1.13M. The position accounts for 0.62% of the portfolio, ranked #29.

Ledgewood Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Ledgewood Wealth Advisors held 3,421 shares of JPMorgan Chase worth $1.13M as of Q3 2026.
Ledgewood Wealth Advisors bought 1,661 JPMorgan Chase shares in Q3 2026, an estimated $581K.
JPMorgan Chase made up 0.62% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #29 holding.
Ledgewood Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.