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Olistico Wealth’s JPMorgan Chase JPM Stock Holding History

Olistico Wealth’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 		$1.89M Sell
5,709
-86
-1% -$30.1K 0.79% 25
2026
Q2 		$1.9M Sell
5,795
-262
-4% -$81.4K 0.81% 28
2026
Q1 		$1.78M Buy
6,057
+183
+3% +$55.5K 0.88% 26
2025
Q4 		$1.89M Sell
5,874
-98
-2% -$30.3K 0.92% 21
2025
Q3 		$1.88M Sell
5,972
-15
-0.3% -$4.46K 1% 21
2025
Q2 		$1.74M Buy
5,987
+600
+11% +$153K 0.96% 22
2025
Q1 		$1.32M Sell
5,387
-190
-3% -$48.4K 0.82% 27
2024
Q4 		$1.34M Buy
5,577
+2
+0% +$466 0.78% 28
2024
Q3 		$1.18M Sell
5,575
-792
-12% -$167K 0.72% 30
2024
Q2 		$1.29M Sell
6,367
-313
-5% -$61.2K 0.82% 28
2024
Q1 		$1.34M Sell
6,680
-1,095
-14% -$198K 0.97% 28
2023
Q4 		$1.32M Buy
7,775
+170
+2% +$25.8K 1.03% 23
2023
Q3 		$1.1M Sell
7,605
-100
-1% -$15K 0.98% 25
2023
Q2 		$1.12M Buy
7,705
+149
+2% +$20.5K 0.96% 24
2023
Q1 		$985K Buy
7,556
+265
+4% +$36.3K 0.94% 24
2022
Q4 		$978K Buy
+7,291
New +$924K 1.06% 21

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

Olistico Wealth's JPM Position: Q3 2026 in Review

Olistico Wealth reduced its JPMorgan Chase (JPM) stake by 1.5% in Q3 2026, selling an estimated $30.1K and leaving 5,709 shares worth $1.89M. The position accounts for 0.79% of the portfolio, ranked #25.

Olistico Wealth first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.9M in Q2 2026. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Olistico Wealth held 5,709 shares of JPMorgan Chase worth $1.89M as of Q3 2026.
  • Olistico Wealth sold 86 JPMorgan Chase shares in Q3 2026, an estimated $30.1K.
  • JPMorgan Chase made up 0.79% of Olistico Wealth's portfolio in Q3 2026, its #25 holding.
  • Olistico Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's JPMorgan Chase position peaked at $1.9M in Q2 2026.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.