Wealth Management Partners
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Wealth Management Partners’s JPMorgan Chase JPM Stock Holding History

Wealth Management 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 		$4.05M Sell
12,243
-148
-1% -$51.8K 0.95% 27
2026
Q2 		$4.06M Buy
12,391
+602
+5% +$187K 0.95% 28
2026
Q1 		$3.47M Sell
11,789
-132
-1% -$40.1K 0.99% 23
2025
Q4 		$3.84M Sell
11,921
-136
-1% -$42.1K 1.1% 20
2025
Q3 		$3.8M Sell
12,057
-106
-0.9% -$31.5K 1.21% 19
2025
Q2 		$3.55M Buy
12,163
+253
+2% +$64.6K 1.26% 14
2025
Q1 		$2.92M Buy
11,910
+92
+0.8% +$23.5K 1.35% 19
2024
Q4 		$2.83M Buy
11,818
+565
+5% +$132K 1.22% 22
2024
Q3 		$2.37M Buy
11,253
+151
+1% +$31.8K 1.1% 24
2024
Q2 		$2.25M Sell
11,102
-96
-0.9% -$18.8K 1.09% 23
2024
Q1 		$2.24M Sell
11,198
-282
-2% -$50.9K 1.14% 23
2023
Q4 		$1.95M Sell
11,480
-321
-3% -$48.6K 1.09% 24
2023
Q3 		$1.71M Buy
11,801
+992
+9% +$149K 1.07% 24
2023
Q2 		$1.57M Buy
10,809
+365
+3% +$50.2K 0.99% 22
2023
Q1 		$1.36M Buy
10,444
+444
+4% +$60.8K 0.95% 22
2022
Q4 		$1.35M Hold
10,000
– – 1.12% 21
2022
Q3 		$1.08M Buy
10,000
+1,000
+11% +$115K 0.95% 24
2022
Q2 		$975K Hold
9,000
– – 0.85% 30
2022
Q1 		$1.21M Buy
9,000
+2,000
+29% +$295K 0.86% 25
2021
Q4 		$1.16M Sell
7,000
-87
-1% -$14.3K 0.8% 29
2021
Q3 		$1.16M Sell
7,087
-29
-0.4% -$4.55K 0.86% 28
2021
Q2 		$1.11M Buy
7,116
+129
+2% +$20.3K 0.77% 34
2021
Q1 		$1.08M Sell
6,987
-503
-7% -$72.4K 0.81% 37
2020
Q4 		$986K Buy
+7,490
New +$837K 0.77% 37

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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 Management Partners's JPM Position: Q3 2026 in Review

Wealth Management Partners reduced its JPMorgan Chase (JPM) stake by 1.2% in Q3 2026, selling an estimated $51.8K and leaving 12,243 shares worth $4.05M. The position accounts for 0.95% of the portfolio, ranked #27.

Wealth Management Partners first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.06M in Q2 2026. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Wealth Management Partners held 12,243 shares of JPMorgan Chase worth $4.05M as of Q3 2026.
  • Wealth Management Partners sold 148 JPMorgan Chase shares in Q3 2026, an estimated $51.8K.
  • JPMorgan Chase made up 0.95% of Wealth Management Partners's portfolio in Q3 2026, its #27 holding.
  • Wealth Management Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Wealth Management Partners's JPMorgan Chase position peaked at $4.06M in Q2 2026.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.