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Three Seasons Wealth’s JPMorgan Chase JPM Stock Holding History

Three Seasons Wealth’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 		$436K Buy
1,332
+510
+62% +$158K 0.04% 138
2026
Q1 		$242K Buy
822
+93
+13% +$28.2K 0.09% 168
2025
Q4 		$235K Buy
729
+17
+2% +$5.26K 0.02% 167
2025
Q3 		$225K Buy
+712
New +$212K 0.02% 160

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Three Seasons Wealth's JPM Position: Q2 2026 in Review

Three Seasons Wealth increased its JPMorgan Chase (JPM) stake by 62% in Q2 2026, buying an estimated $158K and bringing the position to 1,332 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #138.

Three Seasons Wealth first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Three Seasons Wealth held 1,332 shares of JPMorgan Chase worth $436K as of Q2 2026.
  • Three Seasons Wealth bought 510 JPMorgan Chase shares in Q2 2026, an estimated $158K.
  • JPMorgan Chase made up 0.04% of Three Seasons Wealth's portfolio in Q2 2026, its #138 holding.
  • Three Seasons Wealth first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.