Sculati Wealth Management
JPM icon

Sculati Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sculati 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 		$5.31M Sell
15,882
-677
-4% -$237K 1.73% 17
2026
Q2 		$5.65M Sell
16,559
-749
-4% -$233K 1.88% 14
2026
Q1 		$5.09M Sell
17,308
-733
-4% -$222K 1.88% 13
2025
Q4 		$5.81M Sell
18,041
-274
-1% -$84.8K 2.05% 13
2025
Q3 		$5.78M Sell
18,315
-336
-2% -$100K 2.04% 13
2025
Q2 		$5.41M Sell
18,651
-433
-2% -$110K 2.03% 12
2025
Q1 		$4.68M Sell
19,084
-291
-2% -$74.2K 1.89% 11
2024
Q4 		$4.64M Sell
19,375
-370
-2% -$86.2K 1.84% 13
2024
Q3 		$4.16M Sell
19,745
-279
-1% -$58.8K 1.66% 14
2024
Q2 		$4.05M Sell
20,024
-291
-1% -$56.9K 1.73% 14
2024
Q1 		$4.07M Sell
20,315
-4
-0% -$722 1.76% 13
2023
Q4 		$3.46M Buy
20,319
+100
+0.5% +$15.2K 1.61% 14
2023
Q3 		$2.93M Buy
20,219
+632
+3% +$94.7K 1.5% 18
2023
Q2 		$2.85M Buy
19,587
+172
+0.9% +$23.7K 1.43% 18
2023
Q1 		$2.53M Buy
19,415
+1,446
+8% +$198K 1.34% 21
2022
Q4 		$2.41M Buy
17,969
+2,621
+17% +$332K 1.35% 23
2022
Q3 		$1.6M Buy
15,348
+1,738
+13% +$199K 0.95% 33
2022
Q2 		$1.53M Buy
13,610
+100
+0.7% +$12.4K 0.88% 41
2022
Q1 		$1.84M Buy
13,510
+451
+3% +$66.6K 0.9% 36
2021
Q4 		$2.07M Sell
13,059
-186
-1% -$30.5K 1% 32
2021
Q3 		$2.17M Hold
13,245
– – 1.15% 29
2021
Q2 		$2.06M Buy
13,245
+511
+4% +$80.3K 1.09% 30
2021
Q1 		$1.94M Sell
12,734
-155
-1% -$22.3K 1.12% 30
2020
Q4 		$1.64M Sell
12,889
-115
-0.9% -$12.9K 1.08% 32
2020
Q3 		$1.25M Buy
13,004
+280
+2% +$27.5K 0.94% 35
2020
Q2 		$1.2M Sell
12,724
-31
-0.2% -$2.94K 1.01% 36
2020
Q1 		$1.15M Buy
12,755
+131
+1% +$15.9K 1.26% 28
2019
Q4 		$1.76M Buy
+12,624
New +$1.62M 1.58% 16

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

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

Sculati Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.1% in Q3 2026, selling an estimated $237K and leaving 15,882 shares worth $5.31M. The position accounts for 1.73% of the portfolio, ranked #17.

Sculati Wealth Management first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.81M in Q4 2025. 3,366 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sculati Wealth Management held 15,882 shares of JPMorgan Chase worth $5.31M as of Q3 2026.
  • Sculati Wealth Management sold 677 JPMorgan Chase shares in Q3 2026, an estimated $237K.
  • JPMorgan Chase made up 1.73% of Sculati Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Sculati Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Sculati Wealth Management's JPMorgan Chase position peaked at $5.81M in Q4 2025.
  • 3,366 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.