Proactive Wealth Strategies
JPM icon

Proactive Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Proactive Wealth Strategies’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 		$250K Buy
755
+3
+0.4% +$1.05K 0.04% 198
2026
Q2 		$246K Buy
752
+4
+0.5% +$1.24K 0.04% 202
2026
Q1 		$220K Buy
+748
New +$227K 0.04% 197

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Proactive Wealth Strategies's JPM Position: Q3 2026 in Review

Proactive Wealth Strategies increased its JPMorgan Chase (JPM) stake by 0.4% in Q3 2026, buying an estimated $1.05K and bringing the position to 755 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #198.

Proactive Wealth Strategies first reported a position in JPM in Q1 2026 and has held it in 3 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Proactive Wealth Strategies held 755 shares of JPMorgan Chase worth $250K as of Q3 2026.
  • Proactive Wealth Strategies bought 3 JPMorgan Chase shares in Q3 2026, an estimated $1.05K.
  • JPMorgan Chase made up 0.04% of Proactive Wealth Strategies's portfolio in Q3 2026, its #198 holding.
  • Proactive Wealth Strategies first reported a position in JPMorgan Chase in Q1 2026 and has held it in 3 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.