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

Spire 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 		$25.3M Buy
76,349
+3,462
+5% +$1.21M 0.77% 26
2026
Q2 		$23.9M Sell
72,887
-280
-0.4% -$87K 0.72% 33
2026
Q1 		$21.5M Sell
73,167
-1,330
-2% -$404K 0.73% 29
2025
Q4 		$24M Buy
74,497
+1,450
+2% +$449K 0.8% 21
2025
Q3 		$23M Buy
73,047
+6,528
+10% +$1.94M 0.78% 23
2025
Q2 		$19M Sell
66,519
-32,643
-33% -$8.33M 0.68% 33
2025
Q1 		$24.3M Buy
99,162
+4,102
+4% +$1.05M 0.78% 24
2024
Q4 		$22.8M Buy
95,060
+911
+1% +$212K 0.71% 26
2024
Q3 		$19.9M Sell
94,149
-4,332
-4% -$912K 0.67% 32
2024
Q2 		$19.9M Sell
98,481
-10,466
-10% -$2.05M 0.7% 29
2024
Q1 		$39.2M Buy
108,947
+2,643
+2% +$477K 0.71% 32
2023
Q4 		$18.1M Buy
106,304
+6,591
+7% +$999K 0.6% 32
2023
Q3 		$14.5M Buy
99,713
+50,176
+101% +$7.52M 0.55% 39
2023
Q2 		$7.2M Sell
49,537
-9,831
-17% -$1.35M 0.27% 78
2023
Q1 		$7.74M Buy
59,368
+19,772
+50% +$2.71M 0.3% 72
2022
Q4 		$5.31M Buy
39,596
+6,983
+21% +$885K 0.3% 79
2022
Q3 		$3.41M Sell
32,613
-28,566
-47% -$3.28M 0.21% 104
2022
Q2 		$6.89M Sell
61,179
-25,323
-29% -$3.14M 0.28% 94
2022
Q1 		$11.8M Sell
86,502
-142,424
-62% -$21M 0.32% 81
2021
Q4 		$36.3M Buy
228,926
+28,233
+14% +$4.64M 0.8% 18
2021
Q3 		$33.1M Buy
200,693
+4,500
+2% +$705K 0.88% 15
2021
Q2 		$30.6M Sell
196,193
-28,225
-13% -$4.43M 0.83% 18
2021
Q1 		$34M Buy
+224,418
New +$32.3M 0.9% 14

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

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

Spire Wealth Management increased its JPMorgan Chase (JPM) stake by 4.7% in Q3 2026, buying an estimated $1.21M and bringing the position to 76,349 shares worth $25.3M. The position accounts for 0.77% of the portfolio, ranked #26.

Spire Wealth Management first reported a position in JPM in Q1 2021 and has held it in 23 quarters since. The position peaked at $39.2M in Q1 2024. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Spire Wealth Management held 76,349 shares of JPMorgan Chase worth $25.3M as of Q3 2026.
  • Spire Wealth Management bought 3,462 JPMorgan Chase shares in Q3 2026, an estimated $1.21M.
  • JPMorgan Chase made up 0.77% of Spire Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Spire Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's JPMorgan Chase position peaked at $39.2M in Q1 2024.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.