MHWM
JPM icon

Montz Harcus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Montz Harcus 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 		$5.16M Sell
15,596
-73
-0.5% -$25.5K 1.81% 15
2026
Q2 		$5.13M Sell
15,669
-1,256
-7% -$390K 1.83% 16
2026
Q1 		$4.98M Buy
16,925
+4,246
+33% +$1.29M 2.01% 14
2025
Q4 		$4.09M Buy
12,679
+1,365
+12% +$423K 1.66% 16
2025
Q3 		$3.57M Buy
11,314
+927
+9% +$276K 1.56% 17
2025
Q2 		$3.01M Buy
10,387
+12
+0.1% +$3.06K 1.45% 18
2025
Q1 		$2.54M Buy
10,375
+1,618
+18% +$412K 1.39% 17
2024
Q4 		$2.1M Buy
8,757
+305
+4% +$71K 1.17% 17
2024
Q3 		$1.78M Sell
8,452
-29
-0.3% -$6.11K 1.04% 17
2024
Q2 		$1.72M Buy
8,481
+44
+0.5% +$8.6K 1.11% 17
2024
Q1 		$1.69M Buy
8,437
+45
+0.5% +$8.12K 1.14% 16
2023
Q4 		$1.43M Buy
8,392
+251
+3% +$38K 1.09% 16
2023
Q3 		$1.18M Buy
8,141
+69
+0.9% +$10.3K 1.01% 17
2023
Q2 		$1.17M Buy
8,072
+527
+7% +$72.5K 0.97% 17
2023
Q1 		$983K Buy
7,545
+34
+0.5% +$4.66K 0.91% 17
2022
Q4 		$1.01M Buy
7,511
+155
+2% +$19.6K 1% 16
2022
Q3 		$769K Buy
7,356
+352
+5% +$40.4K 0.85% 18
2022
Q2 		$789K Buy
7,004
+722
+11% +$89.5K 0.83% 19
2022
Q1 		$856K Buy
6,282
+41
+0.7% +$6.05K 0.77% 21
2021
Q4 		$988K Buy
+6,241
New +$1.02M 0.87% 18

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

Montz Harcus Wealth Management's JPM Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.47% in Q3 2026, selling an estimated $25.5K and leaving 15,596 shares worth $5.16M. The position accounts for 1.81% of the portfolio, ranked #15.

Montz Harcus Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 258 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Montz Harcus Wealth Management held 15,596 shares of JPMorgan Chase worth $5.16M as of Q3 2026.
  • Montz Harcus Wealth Management sold 73 JPMorgan Chase shares in Q3 2026, an estimated $25.5K.
  • JPMorgan Chase made up 1.81% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Montz Harcus Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 258 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.