Net Worth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Net Worth Advisory Group’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	$3.41M	Buy	10,238 +2,051	+25%	+$717K	0.86%	17
2026 Q2	$2.68M	Sell	8,187 -553	-6%	-$172K	0.68%	27
2026 Q1	$2.57M	Sell	8,740 -221	-2%	-$67.1K	0.53%	35
2025 Q4	$2.89M	Buy	8,961 +379	+4%	+$117K	0.58%	35
2025 Q3	$2.71M	Sell	8,582 -1,138	-12%	-$338K	0.78%	19
2025 Q2	$2.82M	Sell	9,720 -293	-3%	-$74.8K	0.62%	27
2025 Q1	$2.46M	Sell	10,013 -167	-2%	-$42.6K	0.77%	20
2024 Q4	$2.44M	Sell	10,180 -13	-0.1%	-$3.03K	0.74%	23
2024 Q3	$2.15M	Buy	+10,193	New	+$2.15M	0.64%	21

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

Net Worth Advisory Group's JPM Position: Q3 2026 in Review

Net Worth Advisory Group increased its JPMorgan Chase (JPM) stake by 25% in Q3 2026, buying an estimated $717K and bringing the position to 10,238 shares worth $3.41M. The position accounts for 0.86% of the portfolio, ranked #17.

Net Worth Advisory Group first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Net Worth Advisory Group held 10,238 shares of JPMorgan Chase worth $3.41M as of Q3 2026.
Net Worth Advisory Group bought 2,051 JPMorgan Chase shares in Q3 2026, an estimated $717K.
JPMorgan Chase made up 0.86% of Net Worth Advisory Group's portfolio in Q3 2026, its #17 holding.
Net Worth Advisory Group first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.