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Peterson Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Peterson Wealth 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 		$693K Sell
2,094
-16
-0.8% -$5.6K 0.08% 52
2026
Q2 		$691K Buy
2,110
+18
+0.9% +$5.59K 0.08% 55
2026
Q1 		$615K Sell
2,092
-43
-2% -$13.1K 0.08% 55
2025
Q4 		$688K Buy
2,135
+72
+3% +$22.3K 0.09% 54
2025
Q3 		$635K Buy
2,063
+33
+2% +$9.81K 0.09% 56
2025
Q2 		$589K Buy
2,030
+3
+0.1% +$766 0.1% 58
2025
Q1 		$435K Buy
2,027
+136
+7% +$34.7K 0.08% 62
2024
Q4 		$460K Buy
1,891
+88
+5% +$20.5K 0.08% 60
2024
Q3 		$380K Buy
1,803
+311
+21% +$65.5K 0.07% 59
2024
Q2 		$302K Buy
1,492
+54
+4% +$10.6K 0.06% 64
2024
Q1 		$288K Buy
1,438
+7
+0.5% +$1.26K 0.06% 60
2023
Q4 		$243K Buy
1,431
+8
+0.6% +$1.21K 0.06% 61
2023
Q3 		$206K Buy
1,423
+23
+2% +$3.45K 0.06% 60
2023
Q2 		$205K Buy
+1,400
New +$193K 0.05% 62
2022
Q1 		– Sell
-1,363
Closed -$216K – 59
2021
Q4 		$216K Buy
+1,363
New +$224K 0.06% 56

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

Peterson Wealth Advisors's JPM Position: Q3 2026 in Review

Peterson Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.76% in Q3 2026, selling an estimated $5.6K and leaving 2,094 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #52.

Peterson Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Peterson Wealth Advisors held 2,094 shares of JPMorgan Chase worth $693K as of Q3 2026.
  • Peterson Wealth Advisors sold 16 JPMorgan Chase shares in Q3 2026, an estimated $5.6K.
  • JPMorgan Chase made up 0.08% of Peterson Wealth Advisors's portfolio in Q3 2026, its #52 holding.
  • Peterson Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.