Three Bridge Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Three Bridge Wealth 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 Q2	$615K	Buy	1,880 +10	+0.5%	+$3.1K	0.15%	56
2026 Q1	$550K	Sell	1,870 -170	-8%	-$51.6K	0.15%	57
2025 Q4	$657K	Hold	2,040	–	–	0.17%	50
2025 Q3	$643K	Sell	2,040 -944	-32%	-$281K	0.17%	53
2025 Q2	$865K	Buy	2,984 +944	+46%	+$241K	0.23%	49
2025 Q1	$500K	Hold	2,040	–	–	0.17%	59
2024 Q4	$489K	Buy	2,040 +500	+32%	+$116K	0.17%	60
2024 Q3	$325K	Hold	1,540	–	–	0.12%	67
2024 Q2	$311K	Sell	1,540 -500	-25%	-$97.8K	0.12%	67
2024 Q1	$409K	Hold	2,040	–	–	0.16%	69
2023 Q4	$347K	Hold	2,040	–	–	0.12%	70
2023 Q3	$296K	Hold	2,040	–	–	0.12%	71
2023 Q2	$297K	Hold	2,040	–	–	0.13%	74
2023 Q1	$266K	Buy	+2,040	New	+$280K	0.12%	75

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Three Bridge Wealth Advisors's JPM Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.53% in Q2 2026, buying an estimated $3.1K and bringing the position to 1,880 shares worth $615K. The position accounts for 0.15% of the portfolio, ranked #56.

Three Bridge Wealth Advisors first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $865K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Three Bridge Wealth Advisors held 1,880 shares of JPMorgan Chase worth $615K as of Q2 2026.
Three Bridge Wealth Advisors bought 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
JPMorgan Chase made up 0.15% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Three Bridge Wealth Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
Three Bridge Wealth Advisors's JPMorgan Chase position peaked at $865K in Q2 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.