TLW Wealth Management
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TLW Wealth Management’s JPMorgan Chase JPM Stock Holding History

TLW 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 		$331K Sell
1,000
-120
-11% -$42K 0.18% 15
2026
Q2 		$367K Buy
+1,120
New +$348K 0.21% 15

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

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

TLW Wealth Management reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2026, selling an estimated $42K and leaving 1,000 shares worth $331K. The position accounts for 0.18% of the portfolio, ranked #15.

TLW Wealth Management first reported a position in JPM in Q2 2026 and has held it in 2 quarters since. The position peaked at $367K in Q2 2026. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • TLW Wealth Management held 1,000 shares of JPMorgan Chase worth $331K as of Q3 2026.
  • TLW Wealth Management sold 120 JPMorgan Chase shares in Q3 2026, an estimated $42K.
  • JPMorgan Chase made up 0.18% of TLW Wealth Management's portfolio in Q3 2026, its #15 holding.
  • TLW Wealth Management first reported a position in JPMorgan Chase in Q2 2026 and has held it in 2 quarters since.
  • TLW Wealth Management's JPMorgan Chase position peaked at $367K in Q2 2026.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on TLW Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.