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

Selective 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 		$842K Buy
2,508
+470
+23% +$164K 0.2% 53
2026
Q2 		$695K Buy
2,038
+251
+14% +$77.9K 0.18% 58
2026
Q1 		$553K Buy
1,787
+4
+0.2% +$1.21K 0.16% 69
2025
Q4 		$551K Sell
1,783
-211
-11% -$65.3K 0.17% 61
2025
Q3 		$614K Sell
1,994
-274
-12% -$81.5K 0.2% 55
2025
Q2 		$642K Sell
2,268
-98
-4% -$25K 0.23% 47
2025
Q1 		$559K Buy
2,366
+17
+0.7% +$4.33K 0.24% 52
2024
Q4 		$581K Buy
2,349
+2
+0.1% +$466 0.24% 53
2024
Q3 		$495K Sell
2,347
-502
-18% -$106K 0.21% 59
2024
Q2 		$592K Sell
2,849
-32
-1% -$6.26K 0.26% 53
2024
Q1 		$563K Sell
2,881
-98
-3% -$17.7K 0.24% 56
2023
Q4 		$511K Sell
2,979
-454
-13% -$68.8K 0.26% 45
2023
Q3 		$492K Sell
3,433
-402
-10% -$60.3K 0.27% 42
2023
Q2 		$557K Buy
+3,835
New +$527K 0.28% 45
2022
Q4 		$643K Sell
4,763
-2,060
-30% -$261K 0.34% 44
2022
Q3 		$713K Sell
6,823
-5,404
-44% -$620K 0.31% 47
2022
Q2 		$1.38M Sell
12,227
-173
-1% -$21.4K 0.49% 36
2022
Q1 		$1.69M Sell
12,400
-2,472
-17% -$365K 0.61% 27
2021
Q4 		$2.36M Sell
14,872
-611
-4% -$100K 0.96% 21
2021
Q3 		$2.53M Sell
15,483
-7,880
-34% -$1.24M 1.34% 17
2021
Q2 		$3.63M Sell
23,363
-4,531
-16% -$712K 2.9% 6
2021
Q1 		$4.25M Sell
27,894
-3,699
-12% -$532K 3.86% 6
2020
Q4 		$4.02M Buy
31,593
+3,001
+10% +$335K 2.59% 11
2020
Q3 		$2.75M Buy
28,592
+212
+0.7% +$20.8K 2.16% 12
2020
Q2 		$2.67M Buy
28,380
+27,924
+6,124% +$2.65M 2.21% 11
2020
Q1 		$41K Hold
456
– – 0.06% 71
2019
Q4 		$64K Buy
456
+1
+0.2% +$128 0.08% 64
2019
Q3 		$54K Buy
+455
New +$51.5K 0.07% 75

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

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

Selective Wealth Management increased its JPMorgan Chase (JPM) stake by 23% in Q3 2026, buying an estimated $164K and bringing the position to 2,508 shares worth $842K. The position accounts for 0.2% of the portfolio, ranked #53.

Selective Wealth Management first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.25M in Q1 2021. 2,292 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Selective Wealth Management held 2,508 shares of JPMorgan Chase worth $842K as of Q3 2026.
  • Selective Wealth Management bought 470 JPMorgan Chase shares in Q3 2026, an estimated $164K.
  • JPMorgan Chase made up 0.2% of Selective Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Selective Wealth Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • Selective Wealth Management's JPMorgan Chase position peaked at $4.25M in Q1 2021.
  • 2,292 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.