Power Wealth Management
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Power Wealth Management’s JPMorgan Chase JPM Stock Holding History

Power 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 		$605K Sell
1,829
-119
-6% -$41.6K 0.2% 70
2026
Q2 		$638K Buy
1,948
+305
+19% +$94.7K 0.22% 67
2026
Q1 		$483K Sell
1,643
-77
-4% -$23.4K 0.18% 70
2025
Q4 		$554K Sell
1,720
-12
-0.7% -$3.72K 0.2% 70
2025
Q3 		$546K Hold
1,732
– – 0.2% 65
2025
Q2 		$502K Sell
1,732
-14
-0.8% -$3.57K 0.19% 64
2025
Q1 		$428K Sell
1,746
-374
-18% -$95.3K 0.17% 67
2024
Q4 		$508K Sell
2,120
-20
-0.9% -$4.66K 0.21% 65
2024
Q3 		$451K Buy
2,140
+541
+34% +$114K 0.19% 65
2024
Q2 		$323K Buy
1,599
+78
+5% +$15.2K 0.15% 80
2024
Q1 		$305K Sell
1,521
-115
-7% -$20.8K 0.19% 78
2023
Q4 		$278K Buy
+1,636
New +$248K 0.19% 75

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Power Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.1% in Q3 2026, selling an estimated $41.6K and leaving 1,829 shares worth $605K. The position accounts for 0.2% of the portfolio, ranked #70.

Power Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $638K in Q2 2026. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Power Wealth Management held 1,829 shares of JPMorgan Chase worth $605K as of Q3 2026.
  • Power Wealth Management sold 119 JPMorgan Chase shares in Q3 2026, an estimated $41.6K.
  • JPMorgan Chase made up 0.2% of Power Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Power Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Power Wealth Management's JPMorgan Chase position peaked at $638K in Q2 2026.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.