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Portus Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Portus 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 		$1.69M Sell
5,107
-19
-0.4% -$6.65K 1.39% 23
2026
Q2 		$1.68M Buy
5,126
+351
+7% +$109K 1.38% 22
2026
Q1 		$1.4M Sell
4,775
-332
-7% -$101K 1.32% 21
2025
Q4 		$1.65M Buy
5,107
+166
+3% +$51.4K 1.55% 20
2025
Q3 		$1.56M Buy
+4,941
New +$1.47M 1.55% 19

Other funds holding JPM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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

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

Portus Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.37% in Q3 2026, selling an estimated $6.65K and leaving 5,107 shares worth $1.69M. The position accounts for 1.39% of the portfolio, ranked #23.

Portus Wealth Advisors first reported a position in JPM in Q3 2025 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Portus Wealth Advisors held 5,107 shares of JPMorgan Chase worth $1.69M as of Q3 2026.
  • Portus Wealth Advisors sold 19 JPMorgan Chase shares in Q3 2026, an estimated $6.65K.
  • JPMorgan Chase made up 1.39% of Portus Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • Portus Wealth Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 5 quarters since.
  • 402 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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