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LifeGoal Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

LifeGoal 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 		$810K Buy
2,449
+206
+9% +$72.1K 0.25% 57
2026
Q2 		$734K Buy
2,243
+383
+21% +$119K 0.34% 41
2026
Q1 		$549K Buy
1,860
+468
+34% +$142K 0.31% 48
2025
Q4 		$449K Buy
1,392
+227
+19% +$70.3K 0.3% 51
2025
Q3 		$367K Buy
1,165
+77
+7% +$22.9K 0.31% 54
2025
Q2 		$315K Buy
+1,088
New +$278K 0.3% 47

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
EB
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
SC
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

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

LifeGoal Wealth Advisors increased its JPMorgan Chase (JPM) stake by 9.2% in Q3 2026, buying an estimated $72.1K and bringing the position to 2,449 shares worth $810K. The position accounts for 0.25% of the portfolio, ranked #57.

LifeGoal Wealth Advisors first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • LifeGoal Wealth Advisors held 2,449 shares of JPMorgan Chase worth $810K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 206 JPMorgan Chase shares in Q3 2026, an estimated $72.1K.
  • JPMorgan Chase made up 0.25% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • LifeGoal Wealth Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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