Networth Advisors
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Networth Advisors’s JPMorgan Chase JPM Stock Holding History

Networth 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 		$1.99K Hold
6
– – ﹤0.01% 290
2026
Q2 		$1.96K Sell
6
-46
-88% -$14.3K ﹤0.01% 286
2026
Q1 		$15.3K Buy
52
+39
+300% +$11.8K 0.01% 159
2025
Q4 		$4.19K Buy
+13
New +$4.02K ﹤0.01% 207

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Networth Advisors's JPM Position: Q3 2026 in Review

Networth Advisors held its JPMorgan Chase (JPM) position steady in Q3 2026 at 6 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Networth Advisors first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.3K in Q1 2026. 3,929 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Networth Advisors held 6 shares of JPMorgan Chase worth $1.99K as of Q3 2026.
  • Networth Advisors left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #290 holding.
  • Networth Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's JPMorgan Chase position peaked at $15.3K in Q1 2026.
  • 3,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.