PW Nova Financial Services
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PW Nova Financial Services’s JPMorgan Chase JPM Stock Holding History

PW Nova Financial 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 		$5.95M Sell
17,977
-2,047
-10% -$716K 1.21% 22
2026
Q2 		$6.55M Buy
20,024
+1,214
+6% +$377K 1.41% 16
2026
Q1 		$5.53M Buy
18,810
+7,872
+72% +$2.39M 1.39% 18
2025
Q4 		$3.56M Buy
+10,938
New +$3.39M 1.35% 22

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services's JPM Position: Q3 2026 in Review

PW Nova Financial Services reduced its JPMorgan Chase (JPM) stake by 10% in Q3 2026, selling an estimated $716K and leaving 17,977 shares worth $5.95M. The position accounts for 1.21% of the portfolio, ranked #22.

PW Nova Financial Services first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.55M in Q2 2026. 2,158 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • PW Nova Financial Services held 17,977 shares of JPMorgan Chase worth $5.95M as of Q3 2026.
  • PW Nova Financial Services sold 2,047 JPMorgan Chase shares in Q3 2026, an estimated $716K.
  • JPMorgan Chase made up 1.21% of PW Nova Financial Services's portfolio in Q3 2026, its #22 holding.
  • PW Nova Financial Services first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's JPMorgan Chase position peaked at $6.55M in Q2 2026.
  • 2,158 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.