MASECO Private Wealth
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MASECO Private Wealth’s JPMorgan Chase JPM Stock Holding History

MASECO Private 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 		$4.51M Buy
13,616
+38
+0.3% +$13.3K 0.12% 36
2026
Q2 		$4.44M Buy
13,578
+44
+0.3% +$13.7K 0.12% 36
2026
Q1 		$3.98M Sell
13,534
-1,110
-8% -$337K 0.12% 37
2025
Q4 		$4.72M Sell
14,644
-236
-2% -$73.1K 0.21% 29
2025
Q3 		$4.69M Sell
14,880
-56
-0.4% -$16.7K 0.23% 24
2025
Q2 		$4.33M Buy
+14,936
New +$3.81M 0.16% 36

Other funds holding JPM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

MASECO Private Wealth's JPM Position: Q3 2026 in Review

MASECO Private Wealth increased its JPMorgan Chase (JPM) stake by 0.28% in Q3 2026, buying an estimated $13.3K and bringing the position to 13,616 shares worth $4.51M. The position accounts for 0.12% of the portfolio, ranked #36.

MASECO Private Wealth first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.72M in Q4 2025. 2,970 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • MASECO Private Wealth held 13,616 shares of JPMorgan Chase worth $4.51M as of Q3 2026.
  • MASECO Private Wealth bought 38 JPMorgan Chase shares in Q3 2026, an estimated $13.3K.
  • JPMorgan Chase made up 0.12% of MASECO Private Wealth's portfolio in Q3 2026, its #36 holding.
  • MASECO Private Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • MASECO Private Wealth's JPMorgan Chase position peaked at $4.72M in Q4 2025.
  • 2,970 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.