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

Sendero 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 		$1.79M Sell
5,423
-367
-6% -$128K 0.18% 90
2026
Q2 		$1.9M Sell
5,790
-24
-0.4% -$7.45K 0.19% 83
2026
Q1 		$1.71M Buy
5,814
+96
+2% +$29.1K 0.19% 74
2025
Q4 		$1.84M Buy
5,718
+84
+1% +$26K 0.2% 71
2025
Q3 		$1.78M Sell
5,634
-25
-0.4% -$7.44K 0.21% 72
2025
Q2 		$1.64M Buy
5,659
+57
+1% +$14.5K 0.2% 74
2025
Q1 		$1.37M Sell
5,602
-117
-2% -$29.8K 0.19% 74
2024
Q4 		$1.37M Hold
5,719
– – 0.2% 72
2024
Q3 		$1.21M Hold
5,719
– – 0.19% 69
2024
Q2 		$1.16M Sell
5,719
-549
-9% -$107K 0.19% 70
2024
Q1 		$1.26M Buy
6,268
+457
+8% +$82.5K 0.22% 68
2023
Q4 		$988K Buy
5,811
+62
+1% +$9.4K 0.19% 78
2023
Q3 		$834K Hold
5,749
– – 0.18% 80
2023
Q2 		$836K Buy
+5,749
New +$791K 0.18% 87
2022
Q3 		– Sell
-2,921
Closed -$329K – 105
2022
Q2 		$329K Sell
2,921
-805
-22% -$100K 0.32% 72
2022
Q1 		$508K Sell
3,726
-85,240
-96% -$12.6M 0.23% 50
2021
Q4 		$714K Buy
+88,966
New +$14.6M 0.32% 42

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Sendero Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.3% in Q3 2026, selling an estimated $128K and leaving 5,423 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #90.

Sendero Wealth Management first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.9M in Q2 2026. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sendero Wealth Management held 5,423 shares of JPMorgan Chase worth $1.79M as of Q3 2026.
  • Sendero Wealth Management sold 367 JPMorgan Chase shares in Q3 2026, an estimated $128K.
  • JPMorgan Chase made up 0.18% of Sendero Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Sendero Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • Sendero Wealth Management's JPMorgan Chase position peaked at $1.9M in Q2 2026.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.