Master's Wealth Management
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Master's Wealth Management’s JPMorgan Chase JPM Stock Holding History

Master's 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 		$752K Buy
2,274
+185
+9% +$64.7K 0.22% 29
2026
Q2 		$684K Buy
2,089
+123
+6% +$38.2K 0.21% 29
2026
Q1 		$578K Buy
1,966
+848
+76% +$257K 0.2% 32
2025
Q4 		$360K Buy
+1,118
New +$346K 0.13% 41

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Master's Wealth Management increased its JPMorgan Chase (JPM) stake by 8.9% in Q3 2026, buying an estimated $64.7K and bringing the position to 2,274 shares worth $752K. The position accounts for 0.22% of the portfolio, ranked #29.

Master's Wealth Management first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 2,005 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Master's Wealth Management held 2,274 shares of JPMorgan Chase worth $752K as of Q3 2026.
  • Master's Wealth Management bought 185 JPMorgan Chase shares in Q3 2026, an estimated $64.7K.
  • JPMorgan Chase made up 0.22% of Master's Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Master's Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 2,005 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.