Proathlete Wealth Management
JPM icon

Proathlete Wealth Management’s JPMorgan Chase JPM Stock Holding History

Proathlete 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 		$2.01M Buy
6,088
+619
+11% +$217K 0.44% 21
2026
Q2 		$1.79M Buy
5,469
+19
+0.3% +$5.9K 0.44% 21
2026
Q1 		$1.6M Sell
5,450
-29
-0.5% -$8.8K 0.44% 22
2025
Q4 		$1.77M Buy
5,479
+121
+2% +$37.5K 0.48% 20
2025
Q3 		$1.69M Buy
5,358
+17
+0.3% +$5.06K 0.49% 21
2025
Q2 		$1.55M Buy
5,341
+48
+0.9% +$12.2K 0.49% 22
2025
Q1 		$1.3M Buy
5,293
+106
+2% +$27K 0.47% 24
2024
Q4 		$1.24M Buy
5,187
+85
+2% +$19.8K 0.47% 24
2024
Q3 		$1.08M Sell
5,102
-15
-0.3% -$3.16K 0.44% 26
2024
Q2 		$1.03M Buy
5,117
+152
+3% +$29.7K 0.49% 22
2024
Q1 		$994K Sell
4,965
-131
-3% -$23.6K 0.53% 20
2023
Q4 		$867K Buy
+5,096
New +$772K 0.51% 19

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

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

Proathlete Wealth Management increased its JPMorgan Chase (JPM) stake by 11% in Q3 2026, buying an estimated $217K and bringing the position to 6,088 shares worth $2.01M. The position accounts for 0.44% of the portfolio, ranked #21.

Proathlete Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Proathlete Wealth Management held 6,088 shares of JPMorgan Chase worth $2.01M as of Q3 2026.
  • Proathlete Wealth Management bought 619 JPMorgan Chase shares in Q3 2026, an estimated $217K.
  • JPMorgan Chase made up 0.44% of Proathlete Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Proathlete Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.