Thrive Wealth Management
JPM icon

Thrive Wealth Management’s JPMorgan Chase JPM Stock Holding History

Thrive 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 		$2.48M Buy
7,485
+18
+0.2% +$6.3K 0.31% 39
2026
Q2 		$2.44M Buy
7,467
+1
+0% +$311 0.31% 39
2026
Q1 		$2.2M Buy
7,466
+215
+3% +$65.2K 0.33% 35
2025
Q4 		$2.34M Buy
7,251
+240
+3% +$74.3K 0.34% 37
2025
Q3 		$2.21M Sell
7,011
-192
-3% -$57.1K 0.33% 39
2025
Q2 		$2.09M Sell
7,203
-26
-0.4% -$6.64K 0.34% 38
2025
Q1 		$1.77M Sell
7,229
-355
-5% -$90.5K 0.34% 35
2024
Q4 		$1.82M Sell
7,584
-57
-0.7% -$13.3K 0.33% 38
2024
Q3 		$1.61M Sell
7,641
-178
-2% -$37.5K 0.3% 40
2024
Q2 		$1.58M Sell
7,819
-35
-0.4% -$6.84K 0.31% 37
2024
Q1 		$1.57M Buy
7,854
+555
+8% +$100K 0.33% 36
2023
Q4 		$1.24M Sell
7,299
-143
-2% -$21.7K 0.28% 46
2023
Q3 		$1.08M Buy
7,442
+386
+5% +$57.9K 0.29% 45
2023
Q2 		$1.03M Buy
7,056
+356
+5% +$49K 0.27% 46
2023
Q1 		$873K Buy
6,700
+1,121
+20% +$154K 0.22% 57
2022
Q4 		$748K Sell
5,579
-242
-4% -$30.7K 0.21% 58
2022
Q3 		$608K Buy
5,821
+528
+10% +$60.6K 0.21% 69
2022
Q2 		$596K Buy
5,293
+863
+19% +$107K 0.21% 64
2022
Q1 		$604K Buy
4,430
+283
+7% +$41.8K 0.18% 63
2021
Q4 		$657K Buy
+4,147
New +$681K 0.22% 53

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Thrive Wealth Management increased its JPMorgan Chase (JPM) stake by 0.24% in Q3 2026, buying an estimated $6.3K and bringing the position to 7,485 shares worth $2.48M. The position accounts for 0.31% of the portfolio, ranked #39.

Thrive Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Thrive Wealth Management held 7,485 shares of JPMorgan Chase worth $2.48M as of Q3 2026.
  • Thrive Wealth Management bought 18 JPMorgan Chase shares in Q3 2026, an estimated $6.3K.
  • JPMorgan Chase made up 0.31% of Thrive Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Thrive Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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