Precedent Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Precedent Wealth Partners’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	$4.98M	Buy	15,054 +133	+0.9%	+$46.5K	0.77%	38
2026 Q2	$4.88M	Buy	14,921 +1,988	+15%	+$617K	0.81%	30
2026 Q1	$3.8M	Buy	12,933 +199	+2%	+$60.4K	0.76%	34
2025 Q4	$4.1M	Buy	12,734 +170	+1%	+$52.6K	0.86%	29
2025 Q3	$3.96M	Buy	12,564 +717	+6%	+$213K	0.87%	28
2025 Q2	$3.43M	Buy	11,847 +950	+9%	+$242K	0.84%	28
2025 Q1	$2.67M	Buy	10,897 +1,354	+14%	+$345K	0.74%	40
2024 Q4	$2.29M	Buy	9,543 +301	+3%	+$70.1K	0.75%	36
2024 Q3	$1.95M	Buy	9,242 +518	+6%	+$109K	0.64%	37
2024 Q2	$1.76M	Buy	8,724 +337	+4%	+$65.9K	0.71%	34
2024 Q1	$1.68M	Buy	8,387 +508	+6%	+$91.7K	0.72%	33
2023 Q4	$1.34M	Buy	+7,879	New	+$1.19M	0.68%	32

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

Precedent Wealth Partners's JPM Position: Q3 2026 in Review

Precedent Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.89% in Q3 2026, buying an estimated $46.5K and bringing the position to 15,054 shares worth $4.98M. The position accounts for 0.77% of the portfolio, ranked #38.

Precedent Wealth Partners first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Precedent Wealth Partners held 15,054 shares of JPMorgan Chase worth $4.98M as of Q3 2026.
Precedent Wealth Partners bought 133 JPMorgan Chase shares in Q3 2026, an estimated $46.5K.
JPMorgan Chase made up 0.77% of Precedent Wealth Partners's portfolio in Q3 2026, its #38 holding.
Precedent Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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