Towerpoint Wealth
JPM icon

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 		$502K Buy
+2,200
New +$769K 0.18% 67

Other funds holding JPM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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. 1,739 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.
  • 1,739 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.