Towerpoint Wealth’s JPMorgan Chase JPM Stock Holding History

Towerpoint 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 Q3	$504K	Sell	1,523 -115	-7%	-$40.2K	0.18%	66
2026 Q2	$536K	Hold	1,638	–	–	0.19%	68
2026 Q1	$482K	Buy	1,638 +195	+14%	+$59.2K	0.19%	62
2025 Q4	$465K	Sell	1,443 -13	-0.9%	-$4.02K	0.18%	60
2025 Q3	$459K	Buy	1,456 +21	+1%	+$6.25K	0.19%	59
2025 Q2	$416K	Buy	1,435 +56	+4%	+$14.3K	0.18%	61
2025 Q1	$338K	Sell	1,379 -102	-7%	-$26K	0.17%	62
2024 Q4	$355K	Buy	1,481 +102	+7%	+$23.8K	0.17%	58
2024 Q3	$291K	Hold	1,379	–	–	0.14%	67
2024 Q2	$279K	Buy	1,379 +246	+22%	+$48.1K	0.14%	64
2024 Q1	$227K	Buy	+1,133	New	+$204K	0.11%	73

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Towerpoint Wealth's JPM Position: Q3 2026 in Review

Towerpoint Wealth reduced its JPMorgan Chase (JPM) stake by 7% in Q3 2026, selling an estimated $40.2K and leaving 1,523 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #66.

Towerpoint Wealth first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. The position peaked at $536K in Q2 2026. 2,334 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Towerpoint Wealth held 1,523 shares of JPMorgan Chase worth $504K as of Q3 2026.
Towerpoint Wealth sold 115 JPMorgan Chase shares in Q3 2026, an estimated $40.2K.
JPMorgan Chase made up 0.18% of Towerpoint Wealth's portfolio in Q3 2026, its #66 holding.
Towerpoint Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
Towerpoint Wealth's JPMorgan Chase position peaked at $536K in Q2 2026.
2,334 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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