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Retirement Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Retirement Wealth Solutions’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 		$142K Buy
428
+116
+37% +$40.6K 0.07% 66
2026
Q2 		$102K Hold
312
– – 0.06% 72
2026
Q1 		$91.7K Sell
312
-2
-0.6% -$607 0.06% 68
2025
Q4 		$101K Hold
314
– – 0.06% 66
2025
Q3 		$98.9K Buy
314
+1
+0.3% +$297 0.07% 64
2025
Q2 		$90.8K Hold
313
– – 0.07% 62
2025
Q1 		$76.8K Hold
313
– – 0.06% 61
2024
Q4 		$75.1K Buy
+313
New +$72.9K 0.06% 65

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Retirement Wealth Solutions's JPM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its JPMorgan Chase (JPM) stake by 37% in Q3 2026, buying an estimated $40.6K and bringing the position to 428 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #66.

Retirement Wealth Solutions first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Retirement Wealth Solutions held 428 shares of JPMorgan Chase worth $142K as of Q3 2026.
  • Retirement Wealth Solutions bought 116 JPMorgan Chase shares in Q3 2026, an estimated $40.6K.
  • JPMorgan Chase made up 0.07% of Retirement Wealth Solutions's portfolio in Q3 2026, its #66 holding.
  • Retirement Wealth Solutions first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.