Provident Wealth Management
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Provident Wealth Management’s JPMorgan Chase JPM Stock Holding History

Provident 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 		– Sell
-1,357
Closed -$444K – 138
2026
Q2 		$444K Buy
+1,357
New +$421K 0.11% 51
2020
Q4 		– Sell
-356
Closed -$34K – 164
2020
Q3 		$34K Buy
+356
New +$35K 0.04% 111

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Provident Wealth Management sold out of JPMorgan Chase (JPM) in Q3 2026, closing a stake of 1,357 shares — an estimated $444K sold.

Provident Wealth Management first reported a position in JPM in Q3 2020 and held it in 2 quarters. The position peaked at $444K in Q2 2026. 3,465 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Provident Wealth Management reported no remaining JPMorgan Chase position as of Q3 2026 after selling out during the quarter.
  • Provident Wealth Management sold 1,357 JPMorgan Chase shares in Q3 2026, an estimated $444K.
  • Provident Wealth Management first reported a position in JPMorgan Chase in Q3 2020 and held it in 2 quarters.
  • Provident Wealth Management's JPMorgan Chase position peaked at $444K in Q2 2026.
  • 3,465 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.