Monograph Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Monograph 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	$591K	Buy	1,786 +294	+20%	+$103K	0.05%	90
2026 Q2	$488K	Buy	1,492 +155	+12%	+$48.1K	0.04%	94
2026 Q1	$393K	Sell	1,337 -15,000	-92%	-$4.55M	0.04%	105
2025 Q4	$5.26M	Buy	16,337 +3	+0%	+$929	0.52%	27
2025 Q3	$5.15M	Buy	+16,334	New	+$4.86M	0.52%	26
2025 Q1	–	Sell	-938	Closed	-$225K	–	120
2024 Q4	$225K	Buy	+938	New	+$218K	0.03%	105
2024 Q2	–	Sell	-5,823	Closed	-$1.17M	–	140
2024 Q1	$1.17M	Buy	+5,823	New	+$1.05M	0.17%	46
2023 Q4	–	Sell	-17,040	Closed	-$2.47M	–	126
2023 Q3	$2.47M	Buy	+17,040	New	+$2.55M	0.49%	26

Other funds holding JPM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Monograph Wealth Advisors increased its JPMorgan Chase (JPM) stake by 20% in Q3 2026, buying an estimated $103K and bringing the position to 1,786 shares worth $591K. The position accounts for 0.05% of the portfolio, ranked #90.

Monograph Wealth Advisors first reported a position in JPM in Q3 2023 and has held it in 8 quarters since. The position peaked at $5.26M in Q4 2025. 4,118 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Monograph Wealth Advisors held 1,786 shares of JPMorgan Chase worth $591K as of Q3 2026.
Monograph Wealth Advisors bought 294 JPMorgan Chase shares in Q3 2026, an estimated $103K.
JPMorgan Chase made up 0.05% of Monograph Wealth Advisors's portfolio in Q3 2026, its #90 holding.
Monograph Wealth Advisors first reported a position in JPMorgan Chase in Q3 2023 and has held it in 8 quarters since.
Monograph Wealth Advisors's JPMorgan Chase position peaked at $5.26M in Q4 2025.
4,118 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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