PFW Advisors’s JPMorgan Chase JPM Stock Holding History

PFW 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	$1.55M	Buy	4,689 +25	+0.5%	+$8.74K	0.46%	46
2026 Q2	$1.53M	Sell	4,664 -50	-1%	-$15.5K	0.45%	45
2026 Q1	$1.39M	Hold	4,714	–	–	0.44%	48
2025 Q4	$1.52M	Sell	4,714 -174	-4%	-$53.9K	0.46%	46
2025 Q3	$1.54M	Hold	4,888	–	–	0.46%	48
2025 Q2	$1.42M	Sell	4,888 -141	-3%	-$36K	0.44%	50
2025 Q1	$1.23M	Sell	5,029 -2	-0%	-$510	0.39%	55
2024 Q4	$1.21M	Buy	+5,031	New	+$1.17M	0.37%	54
2024 Q2	$1.02M	Sell	5,030 -202	-4%	-$39.5K	0.32%	58
2024 Q1	$1.05M	Buy	5,232 +55	+1%	+$9.9K	0.32%	59
2023 Q4	$881K	Buy	5,177 +840	+19%	+$127K	0.28%	69
2023 Q3	$629K	Hold	4,337	–	–	0.22%	73
2023 Q2	$670K	Buy	+4,337	New	+$597K	0.22%	71
2019 Q3	$1.06M	Buy	+5,030	New	+$569K	0.32%	61

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PFW Advisors's JPM Position: Q3 2026 in Review

PFW Advisors increased its JPMorgan Chase (JPM) stake by 0.54% in Q3 2026, buying an estimated $8.74K and bringing the position to 4,689 shares worth $1.55M. The position accounts for 0.46% of the portfolio, ranked #46.

PFW Advisors first reported a position in JPM in Q3 2019 and has held it in 14 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

PFW Advisors held 4,689 shares of JPMorgan Chase worth $1.55M as of Q3 2026.
PFW Advisors bought 25 JPMorgan Chase shares in Q3 2026, an estimated $8.74K.
JPMorgan Chase made up 0.46% of PFW Advisors's portfolio in Q3 2026, its #46 holding.
PFW Advisors first reported a position in JPMorgan Chase in Q3 2019 and has held it in 14 quarters since.
3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.