Leslie Global Wealth
JPM icon

Leslie Global Wealth’s JPMorgan Chase JPM Stock Holding History

Leslie Global Wealth’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 		$424K Sell
1,283
-7
-0.5% -$2.45K 0.16% 52
2026
Q2 		$422K Sell
1,290
-11
-0.8% -$3.42K 0.16% 54
2026
Q1 		$383K Buy
1,301
+15
+1% +$4.55K 0.2% 48
2025
Q4 		$414K Buy
1,286
+20
+2% +$6.19K 0.19% 42
2025
Q3 		$399K Buy
1,266
+8
+0.6% +$2.38K 0.19% 47
2025
Q2 		$365K Buy
1,258
+80
+7% +$20.4K 0.19% 50
2025
Q1 		$289K Buy
1,178
+27
+2% +$6.88K 0.14% 62
2024
Q4 		$276K Buy
1,151
+13
+1% +$3.03K 0.13% 61
2024
Q3 		$240K Buy
+1,138
New +$240K 0.12% 65

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Leslie Global Wealth's JPM Position: Q3 2026 in Review

Leslie Global Wealth reduced its JPMorgan Chase (JPM) stake by 0.54% in Q3 2026, selling an estimated $2.45K and leaving 1,283 shares worth $424K. The position accounts for 0.16% of the portfolio, ranked #52.

Leslie Global Wealth first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. 3,467 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Leslie Global Wealth held 1,283 shares of JPMorgan Chase worth $424K as of Q3 2026.
  • Leslie Global Wealth sold 7 JPMorgan Chase shares in Q3 2026, an estimated $2.45K.
  • JPMorgan Chase made up 0.16% of Leslie Global Wealth's portfolio in Q3 2026, its #52 holding.
  • Leslie Global Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
  • 3,467 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.