The Wealth Group
JPM icon

The Wealth Group’s JPMorgan Chase JPM Stock Holding History

The Wealth Group’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 		$224K Hold
673
– – 0.04% 84
2026
Q2 		$220K Sell
673
-40
-6% -$12.4K 0.04% 85
2026
Q1 		$210K Hold
713
– – 0.05% 84
2025
Q4 		$230K Buy
+713
New +$221K 0.05% 76

Other funds holding JPM

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

The Wealth Group's JPM Position: Q3 2026 in Review

The Wealth Group held its JPMorgan Chase (JPM) position steady in Q3 2026 at 673 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #84.

The Wealth Group first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 2,061 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • The Wealth Group held 673 shares of JPMorgan Chase worth $224K as of Q3 2026.
  • The Wealth Group left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.04% of The Wealth Group's portfolio in Q3 2026, its #84 holding.
  • The Wealth Group first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • The Wealth Group's JPMorgan Chase position peaked at $230K in Q4 2025.
  • 2,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.