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Todd Wealth Management’s JPMorgan Chase JPM Stock Holding History

Todd 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 		$467K Buy
1,413
+1
+0.1% +$350 0.36% 61
2026
Q2 		$462K Buy
1,412
+1
+0.1% +$311 0.35% 62
2026
Q1 		$415K Buy
1,411
+1
+0.1% +$303 0.38% 62
2025
Q4 		$454K Buy
+1,410
New +$437K 0.41% 56

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Todd Wealth Management increased its JPMorgan Chase (JPM) stake by 0.07% in Q3 2026, buying an estimated $350 and bringing the position to 1,413 shares worth $467K. The position accounts for 0.36% of the portfolio, ranked #61.

Todd Wealth Management first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 3,068 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Todd Wealth Management held 1,413 shares of JPMorgan Chase worth $467K as of Q3 2026.
  • Todd Wealth Management bought 1 JPMorgan Chase share in Q3 2026, an estimated $350.
  • JPMorgan Chase made up 0.36% of Todd Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Todd Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 3,068 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.