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Tactive Advisors’s JPMorgan Chase JPM Stock Holding History

Tactive Advisors’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 		$733K Sell
2,216
-249
-10% -$87.1K 0.18% 115
2026
Q2 		$807K Sell
2,465
-50
-2% -$15.5K 0.2% 103
2026
Q1 		$740K Sell
2,515
-27
-1% -$8.19K 0.21% 109
2025
Q4 		$819K Sell
2,542
-80
-3% -$24.8K 0.24% 99
2025
Q3 		$827K Buy
2,622
+145
+6% +$43.1K 0.23% 101
2025
Q2 		$718K Buy
+2,477
New +$632K 0.23% 100
2024
Q1 		$678K Buy
+3,386
New +$611K 0.36% 57

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

Tactive Advisors's JPM Position: Q3 2026 in Review

Tactive Advisors reduced its JPMorgan Chase (JPM) stake by 10% in Q3 2026, selling an estimated $87.1K and leaving 2,216 shares worth $733K. The position accounts for 0.18% of the portfolio, ranked #115.

Tactive Advisors first reported a position in JPM in Q1 2024 and has held it in 7 quarters since. The position peaked at $827K in Q3 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Tactive Advisors held 2,216 shares of JPMorgan Chase worth $733K as of Q3 2026.
  • Tactive Advisors sold 249 JPMorgan Chase shares in Q3 2026, an estimated $87.1K.
  • JPMorgan Chase made up 0.18% of Tactive Advisors's portfolio in Q3 2026, its #115 holding.
  • Tactive Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 7 quarters since.
  • Tactive Advisors's JPMorgan Chase position peaked at $827K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.