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

Revisor 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 		$3.99M Sell
11,842
-208
-2% -$72.8K 0.99% 19
2026
Q2 		$3.94M Buy
12,050
+821
+7% +$255K 0.95% 18
2026
Q1 		$3.3M Sell
11,229
-161
-1% -$48.9K 0.91% 17
2025
Q4 		$3.56M Buy
11,390
+4,494
+65% +$1.39M 0.95% 19
2025
Q3 		$2.12M Sell
6,896
-200
-3% -$59.5K 0.73% 28
2025
Q2 		$2.06M Buy
7,096
+4,629
+188% +$1.18M 0.74% 27
2025
Q1 		$605K Buy
+2,467
New +$629K 0.27% 74
2024
Q4 		– Sell
-1,078
Closed -$227K – 150
2024
Q3 		$227K Buy
+1,078
New +$227K 0.14% 154
2024
Q1 		– Sell
-1,348
Closed -$229K – 195
2023
Q4 		$229K Buy
+1,348
New +$204K 0.26% 117

Other funds holding JPM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

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

Revisor Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, selling an estimated $72.8K and leaving 11,842 shares worth $3.99M. The position accounts for 0.99% of the portfolio, ranked #19.

Revisor Wealth Management first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Revisor Wealth Management held 11,842 shares of JPMorgan Chase worth $3.99M as of Q3 2026.
  • Revisor Wealth Management sold 208 JPMorgan Chase shares in Q3 2026, an estimated $72.8K.
  • JPMorgan Chase made up 0.99% of Revisor Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Revisor Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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