Powers Advisory Group
JPM icon

Powers Advisory Group’s JPMorgan Chase JPM Stock Holding History

Powers Advisory Group’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 		$2.08M Buy
6,293
+66
+1% +$23.1K 0.63% 28
2026
Q2 		$2.04M Sell
6,227
-60
-1% -$18.6K 0.64% 27
2026
Q1 		$1.85M Sell
6,287
-45
-0.7% -$13.7K 0.65% 30
2025
Q4 		$2.04M Buy
6,332
+22
+0.3% +$6.81K 0.77% 26
2025
Q3 		$1.99M Buy
6,310
+64
+1% +$19K 0.79% 22
2025
Q2 		$1.81M Buy
6,246
+104
+2% +$26.5K 0.8% 24
2025
Q1 		$1.51M Buy
6,142
+11
+0.2% +$2.8K 0.72% 27
2024
Q4 		$1.47M Buy
6,131
+42
+0.7% +$9.8K 0.74% 24
2024
Q3 		$1.28M Sell
6,089
-13
-0.2% -$2.74K 0.64% 27
2024
Q2 		$1.23M Buy
6,102
+71
+1% +$13.9K 0.67% 26
2024
Q1 		$1.21M Buy
6,031
+226
+4% +$40.8K 0.69% 28
2023
Q4 		$987K Sell
5,805
-22
-0.4% -$3.33K 0.61% 30
2023
Q3 		$845K Sell
5,827
-83
-1% -$12.4K 0.57% 38
2023
Q2 		$860K Buy
5,910
+224
+4% +$30.8K 0.57% 37
2023
Q1 		$741K Sell
5,686
-77
-1% -$10.6K 0.52% 41
2022
Q4 		$773K Buy
5,763
+34
+0.6% +$4.31K 0.57% 38
2022
Q3 		$599K Buy
5,729
+279
+5% +$32K 0.48% 46
2022
Q2 		$614K Buy
5,450
+127
+2% +$15.7K 0.47% 49
2022
Q1 		$726K Buy
5,323
+167
+3% +$24.7K 0.51% 48
2021
Q4 		$816K Buy
+5,156
New +$847K 0.58% 44

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Powers Advisory Group's JPM Position: Q3 2026 in Review

Powers Advisory Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q3 2026, buying an estimated $23.1K and bringing the position to 6,293 shares worth $2.08M. The position accounts for 0.63% of the portfolio, ranked #28.

Powers Advisory Group first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 1,519 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Powers Advisory Group held 6,293 shares of JPMorgan Chase worth $2.08M as of Q3 2026.
  • Powers Advisory Group bought 66 JPMorgan Chase shares in Q3 2026, an estimated $23.1K.
  • JPMorgan Chase made up 0.63% of Powers Advisory Group's portfolio in Q3 2026, its #28 holding.
  • Powers Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 1,519 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.