PCS
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Private Client Services’s JPMorgan Chase JPM Stock Holding History

Private Client Services’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 		$2.93M Sell
8,855
-1,094
-11% -$383K 0.79% 28
2026
Q2 		$3.26M Sell
9,949
-164
-2% -$50.9K 0.85% 24
2026
Q1 		$2.97M Buy
10,113
+2,137
+27% +$649K 0.89% 29
2025
Q4 		$2.57M Sell
7,976
-161
-2% -$49.8K 0.8% 33
2025
Q3 		$2.57M Sell
8,137
-173
-2% -$51.5K 0.86% 34
2025
Q2 		$2.41M Buy
8,310
+1,419
+21% +$362K 0.94% 31
2025
Q1 		$1.69M Buy
6,891
+1,183
+21% +$302K 0.84% 34
2024
Q4 		$1.37M Buy
5,708
+91
+2% +$21.2K 0.74% 38
2024
Q3 		$1.18M Buy
5,617
+203
+4% +$42.8K 0.64% 43
2024
Q2 		$1.09M Sell
5,414
-84
-2% -$16.4K 0.69% 40
2024
Q1 		$1.1M Buy
5,498
+261
+5% +$47.1K 0.74% 43
2023
Q4 		$891K Buy
+5,237
New +$794K 0.73% 36

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

Private Client Services's JPM Position: Q3 2026 in Review

Private Client Services reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2026, selling an estimated $383K and leaving 8,855 shares worth $2.93M. The position accounts for 0.79% of the portfolio, ranked #28.

Private Client Services first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.26M in Q2 2026. 402 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Private Client Services held 8,855 shares of JPMorgan Chase worth $2.93M as of Q3 2026.
  • Private Client Services sold 1,094 JPMorgan Chase shares in Q3 2026, an estimated $383K.
  • JPMorgan Chase made up 0.79% of Private Client Services's portfolio in Q3 2026, its #28 holding.
  • Private Client Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Private Client Services's JPMorgan Chase position peaked at $3.26M in Q2 2026.
  • 402 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.