Wealth Advisory Solutions
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Wealth Advisory Solutions’s JPMorgan Chase JPM Stock Holding History

Wealth Advisory Solutions’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 		$11.2M Sell
33,827
-208
-0.6% -$72.8K 2.31% 10
2026
Q2 		$11.1M Sell
34,035
-330
-1% -$102K 2.29% 10
2026
Q1 		$10.1M Sell
34,365
-1,182
-3% -$359K 2.25% 11
2025
Q4 		$11.5M Sell
35,547
-219
-0.6% -$67.8K 2.67% 9
2025
Q3 		$11.3M Sell
35,766
-788
-2% -$234K 2.73% 9
2025
Q2 		$10.6M Sell
36,554
-318
-0.9% -$81.2K 2.68% 9
2025
Q1 		$9.04M Sell
36,872
-4,977
-12% -$1.27M 2.39% 9
2024
Q4 		$10M Buy
41,849
+581
+1% +$135K 2.81% 8
2024
Q3 		$8.7M Sell
41,268
-5,062
-11% -$1.07M 2.4% 10
2024
Q2 		$9.37M Sell
46,330
-543
-1% -$106K 2.54% 9
2024
Q1 		$9.39M Sell
46,873
-3,056
-6% -$551K 2.43% 10
2023
Q4 		$8.49M Sell
49,929
-50,440
-50% -$7.64M 2.97% 11
2023
Q3 		$15.8M Buy
100,369
+46,931
+88% +$7.04M 3.1% 7
2023
Q2 		$7.77M Sell
53,438
-382
-0.7% -$52.5K 2.07% 16
2023
Q1 		$7.01M Sell
53,820
-1,703
-3% -$233K 1.86% 15
2022
Q4 		$7.45M Buy
55,523
+508
+0.9% +$64.4K 2% 13
2022
Q3 		$5.75M Sell
55,015
-449
-0.8% -$51.5K 1.59% 16
2022
Q2 		$6.24M Buy
55,464
+1,497
+3% +$185K 1.54% 15
2022
Q1 		$7.36M Buy
+53,967
New +$7.97M 1.53% 17
2021
Q3 		$8.85M Buy
54,041
+9
+0% +$1.41K 1.97% 9
2021
Q2 		$8.4M Sell
54,032
-34,092
-39% -$5.35M 1.99% 8
2021
Q1 		$13M Buy
88,124
+13,943
+19% +$2.01M 2.7% 7
2020
Q4 		$9.43M Buy
74,181
+4,462
+6% +$499K 2.56% 5
2020
Q3 		$6.71M Buy
69,719
+14,548
+26% +$1.43M 1.78% 14
2020
Q2 		$5.19M Sell
55,171
-2,279
-4% -$216K 1.45% 19
2020
Q1 		$5.17M Buy
57,450
+620
+1% +$75.3K 1.76% 12
2019
Q4 		$7.92M Buy
+56,830
New +$7.29M 2.09% 8

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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Wealth Advisory Solutions's JPM Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its JPMorgan Chase (JPM) stake by 0.61% in Q3 2026, selling an estimated $72.8K and leaving 33,827 shares worth $11.2M. The position accounts for 2.31% of the portfolio, ranked #10.

Wealth Advisory Solutions first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.8M in Q3 2023. 1,453 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Wealth Advisory Solutions held 33,827 shares of JPMorgan Chase worth $11.2M as of Q3 2026.
  • Wealth Advisory Solutions sold 208 JPMorgan Chase shares in Q3 2026, an estimated $72.8K.
  • JPMorgan Chase made up 2.31% of Wealth Advisory Solutions's portfolio in Q3 2026, its #10 holding.
  • Wealth Advisory Solutions first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Wealth Advisory Solutions's JPMorgan Chase position peaked at $15.8M in Q3 2023.
  • 1,453 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.