Level Wealth Management’s JPMorgan Chase JPM Stock Holding History

Level 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	$330K	Buy	+996	New	+$348K	0.13%	62

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Level Wealth Management opened a new position in JPMorgan Chase (JPM) in Q3 2026: 996 shares worth $330K. The stake represents 0.13% of the portfolio and ranks #62 among its holdings.

1,836 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Level Wealth Management held 996 shares of JPMorgan Chase worth $330K as of Q3 2026.
JPMorgan Chase was a new Level Wealth Management position in Q3 2026.
JPMorgan Chase made up 0.13% of Level Wealth Management's portfolio in Q3 2026, its #62 holding.
1,836 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.