TradeWell Securities’s JPMorgan Chase JPM Stock Holding History

TradeWell Securities’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	$3.95M	Sell	11,952 -252	-2%	-$88.1K	1.34%	14
2026 Q2	$3.99M	Sell	12,204 -35	-0.3%	-$10.9K	1.43%	15
2026 Q1	$3.6M	Buy	12,239 +23	+0.2%	+$6.98K	1.52%	14
2025 Q4	$3.94M	Sell	12,216 -117	-0.9%	-$36.2K	1.53%	14
2025 Q3	$3.83M	Buy	12,333 +34	+0.3%	+$10.1K	1.61%	12
2025 Q2	$3.57M	Buy	12,299 +730	+6%	+$186K	1.71%	12
2025 Q1	$2.84M	Buy	11,569 +65	+0.6%	+$16.6K	1.56%	11
2024 Q4	$2.76M	Buy	+11,504	New	+$2.68M	1.43%	11

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

TradeWell Securities's JPM Position: Q3 2026 in Review

TradeWell Securities reduced its JPMorgan Chase (JPM) stake by 2.1% in Q3 2026, selling an estimated $88.1K and leaving 11,952 shares worth $3.95M. The position accounts for 1.34% of the portfolio, ranked #14.

TradeWell Securities first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.99M in Q2 2026. 2,440 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

TradeWell Securities held 11,952 shares of JPMorgan Chase worth $3.95M as of Q3 2026.
TradeWell Securities sold 252 JPMorgan Chase shares in Q3 2026, an estimated $88.1K.
JPMorgan Chase made up 1.34% of TradeWell Securities's portfolio in Q3 2026, its #14 holding.
TradeWell Securities first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
TradeWell Securities's JPMorgan Chase position peaked at $3.99M in Q2 2026.
2,440 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.