Wealth Analytics Partners’s JPMorgan Chase JPM Stock Holding History

Wealth Analytics Partners’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	$160K	Buy	+483	New	+$169K	0.06%	54

Other funds holding JPM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Analytics Partners's JPM Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in JPMorgan Chase (JPM) in Q3 2026: 483 shares worth $160K. The stake represents 0.06% of the portfolio and ranks #54 among its holdings.

1,466 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Wealth Analytics Partners held 483 shares of JPMorgan Chase worth $160K as of Q3 2026.
JPMorgan Chase was a new Wealth Analytics Partners position in Q3 2026.
JPMorgan Chase made up 0.06% of Wealth Analytics Partners's portfolio in Q3 2026, its #54 holding.
1,466 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.