Mindset Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mindset 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	$1.03M	Buy	3,104 +103	+3%	+$36K	0.18%	58
2026 Q2	$982K	Sell	3,001 -96	-3%	-$29.8K	0.19%	62
2026 Q1	$911K	Buy	3,097 +205	+7%	+$62.2K	0.24%	51
2025 Q4	$932K	Sell	2,892 -98	-3%	-$30.3K	0.24%	44
2025 Q3	$943K	Buy	2,990 +209	+8%	+$62.2K	0.26%	39
2025 Q2	$806K	Sell	2,781 -155	-5%	-$39.6K	0.26%	38
2025 Q1	$720K	Buy	2,936 +732	+33%	+$187K	0.28%	36
2024 Q4	$528K	Buy	2,204 +50	+2%	+$11.6K	0.19%	59
2024 Q3	$454K	Buy	+2,154	New	+$454K	0.19%	64

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

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

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

Mindset Wealth Management increased its JPMorgan Chase (JPM) stake by 3.4% in Q3 2026, buying an estimated $36K and bringing the position to 3,104 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #58.

Mindset Wealth Management first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. 1,519 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Mindset Wealth Management held 3,104 shares of JPMorgan Chase worth $1.03M as of Q3 2026.
Mindset Wealth Management bought 103 JPMorgan Chase shares in Q3 2026, an estimated $36K.
JPMorgan Chase made up 0.18% of Mindset Wealth Management's portfolio in Q3 2026, its #58 holding.
Mindset Wealth Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
1,519 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.