Udine Wealth Management
JPM icon

Udine Wealth Management’s JPMorgan Chase JPM Stock Holding History

Udine 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 		$11.1M Buy
33,405
+98
+0.3% +$34.3K 4.36% 6
2026
Q2 		$10.9M Buy
33,307
+484
+1% +$150K 4.49% 7
2026
Q1 		$9.7M Buy
32,823
+834
+3% +$253K 4.72% 7
2025
Q4 		$10.3M Buy
31,989
+915
+3% +$283K 4.87% 7
2025
Q3 		$9.8M Buy
31,074
+322
+1% +$95.8K 4.7% 7
2025
Q2 		$8.92M Sell
30,752
-2,042
-6% -$521K 4.71% 8
2025
Q1 		$8.04M Buy
32,794
+1,771
+6% +$452K 5.38% 8
2024
Q4 		$7.44M Sell
31,023
-1,861
-6% -$433K 4.78% 7
2024
Q3 		$6.93M Buy
32,884
+208
+0.6% +$43.8K 4.89% 7
2024
Q2 		$6.61M Buy
32,676
+43
+0.1% +$8.41K 4.6% 8
2024
Q1 		$6.54M Sell
32,633
-6,003
-16% -$1.08M 4.51% 8
2023
Q4 		$6.57M Sell
38,636
-888
-2% -$135K 5.23% 7
2023
Q3 		$5.73M Buy
39,524
+602
+2% +$90.2K 5.54% 6
2023
Q2 		$5.66M Sell
38,922
-420
-1% -$57.8K 5.38% 6
2023
Q1 		$5.13M Buy
39,342
+1,341
+4% +$184K 7.91% 4
2022
Q4 		$35.1M Sell
38,001
-91
-0.2% -$11.5K 43.18% 1
2022
Q3 		$3.98M Buy
38,092
+8,043
+27% +$923K 6.29% 4
2022
Q2 		$3.38M Buy
30,049
+3,050
+11% +$378K 6.13% 5
2022
Q1 		$3.68M Buy
26,999
+2,620
+11% +$387K 4.01% 8
2021
Q4 		$3.86M Buy
+24,379
New +$4M 3.98% 6

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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

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

Udine Wealth Management increased its JPMorgan Chase (JPM) stake by 0.29% in Q3 2026, buying an estimated $34.3K and bringing the position to 33,405 shares worth $11.1M. The position accounts for 4.36% of the portfolio, ranked #6.

Udine Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $35.1M in Q4 2022. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Udine Wealth Management held 33,405 shares of JPMorgan Chase worth $11.1M as of Q3 2026.
  • Udine Wealth Management bought 98 JPMorgan Chase shares in Q3 2026, an estimated $34.3K.
  • JPMorgan Chase made up 4.36% of Udine Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Udine Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Udine Wealth Management's JPMorgan Chase position peaked at $35.1M in Q4 2022.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.