Pines Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pines Wealth Management’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	$5.46M	Sell	16,509 -652	-4%	-$228K	1.55%	11
2026 Q2	$5.62M	Sell	17,161 -148	-0.9%	-$46K	1.62%	13
2026 Q1	$5.09M	Sell	17,309 -1,856	-10%	-$563K	1.65%	12
2025 Q4	$6.18M	Sell	19,165 -472	-2%	-$146K	1.99%	10
2025 Q3	$6.19M	Sell	19,637 -888	-4%	-$264K	2.09%	10
2025 Q2	$6.08M	Buy	20,525 +454	+2%	+$116K	2.15%	10
2025 Q1	$4.35M	Buy	20,071 +79	+0.4%	+$20.1K	2.01%	10
2024 Q4	$4.8M	Buy	+19,992	New	+$4.66M	2.09%	10

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Pines Wealth Management's JPM Position: Q3 2026 in Review

Pines Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.8% in Q3 2026, selling an estimated $228K and leaving 16,509 shares worth $5.46M. The position accounts for 1.55% of the portfolio, ranked #11.

Pines Wealth Management first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.19M in Q3 2025. 1,789 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Pines Wealth Management held 16,509 shares of JPMorgan Chase worth $5.46M as of Q3 2026.
Pines Wealth Management sold 652 JPMorgan Chase shares in Q3 2026, an estimated $228K.
JPMorgan Chase made up 1.55% of Pines Wealth Management's portfolio in Q3 2026, its #11 holding.
Pines Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's JPMorgan Chase position peaked at $6.19M in Q3 2025.
1,789 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.