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Stonebridge Wealth Management’s JPMorgan Chase JPM Stock Holding History

Stonebridge 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 		$269K Hold
815
– – 0.24% 32
2026
Q2 		$267K Buy
815
+1
+0.1% +$311 0.24% 32
2026
Q1 		$240K Sell
814
-32
-4% -$9.71K 0.23% 33
2025
Q4 		$273K Sell
846
-125
-13% -$38.7K 0.26% 32
2025
Q3 		$306K Hold
971
– – 0.26% 28
2025
Q2 		$282K Buy
+971
New +$248K 0.27% 29

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Stonebridge Wealth Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 815 shares worth $269K. The position accounts for 0.24% of the portfolio, ranked #32.

Stonebridge Wealth Management first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. The position peaked at $306K in Q3 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Stonebridge Wealth Management held 815 shares of JPMorgan Chase worth $269K as of Q3 2026.
  • Stonebridge Wealth Management left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.24% of Stonebridge Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Stonebridge Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • Stonebridge Wealth Management's JPMorgan Chase position peaked at $306K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.