NWF Advisory Services
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NWF Advisory Services’s JPMorgan Chase JPM Stock Holding History

NWF Advisory Services’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 		$5.54M Sell
16,753
-127
-0.8% -$44.4K 0.52% 48
2026
Q2 		$5.53M Buy
16,880
+159
+1% +$49.4K 0.52% 45
2026
Q1 		$4.92M Sell
16,721
-1,816
-10% -$551K 0.56% 45
2025
Q4 		$5.97M Buy
18,537
+1,206
+7% +$373K 0.66% 39
2025
Q3 		$5.47M Sell
17,331
-495
-3% -$147K 0.6% 41
2025
Q2 		$5.17M Buy
17,826
+2,132
+14% +$544K 0.62% 39
2025
Q1 		$3.85M Sell
15,694
-1,339
-8% -$341K 0.54% 46
2024
Q4 		$4.08M Sell
17,033
-2,309
-12% -$538K 0.6% 43
2024
Q3 		$4.08M Sell
19,342
-3,381
-15% -$712K 0.59% 41
2024
Q2 		$4.6M Sell
22,723
-1,381
-6% -$270K 0.73% 36
2024
Q1 		$4.83M Sell
24,104
-2,607
-10% -$470K 0.81% 31
2023
Q4 		$4.54M Buy
26,711
+1,044
+4% +$158K 0.9% 27
2023
Q3 		$3.72M Sell
25,667
-1,054
-4% -$158K 0.88% 29
2023
Q2 		$3.89M Hold
26,721
– – 0.9% 26
2023
Q1 		$3.89M Buy
+26,721
New +$3.66M 0.9% 26

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

NWF Advisory Services's JPM Position: Q3 2026 in Review

NWF Advisory Services reduced its JPMorgan Chase (JPM) stake by 0.75% in Q3 2026, selling an estimated $44.4K and leaving 16,753 shares worth $5.54M. The position accounts for 0.52% of the portfolio, ranked #48.

NWF Advisory Services first reported a position in JPM in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.97M in Q4 2025. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • NWF Advisory Services held 16,753 shares of JPMorgan Chase worth $5.54M as of Q3 2026.
  • NWF Advisory Services sold 127 JPMorgan Chase shares in Q3 2026, an estimated $44.4K.
  • JPMorgan Chase made up 0.52% of NWF Advisory Services's portfolio in Q3 2026, its #48 holding.
  • NWF Advisory Services first reported a position in JPMorgan Chase in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's JPMorgan Chase position peaked at $5.97M in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.