Wealth Quarterback
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Wealth Quarterback’s JPMorgan Chase JPM Stock Holding History

Wealth Quarterback’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 		$1.14M Buy
3,459
+73
+2% +$25.5K 0.35% 51
2026
Q2 		$1.11M Buy
3,386
+1,146
+51% +$356K 0.34% 53
2026
Q1 		$659K Buy
2,240
+655
+41% +$199K 0.26% 72
2025
Q4 		$511K Buy
1,585
+129
+9% +$39.9K 0.18% 91
2025
Q3 		$459K Sell
1,456
-153
-10% -$45.5K 0.18% 96
2025
Q2 		$467K Buy
1,609
+15
+0.9% +$3.83K 0.22% 87
2025
Q1 		$391K Sell
1,594
-31
-2% -$7.9K 0.22% 83
2024
Q4 		$390K Sell
1,625
-36
-2% -$8.38K 0.18% 82
2024
Q3 		$350K Buy
1,661
+5
+0.3% +$1.05K 0.18% 87
2024
Q2 		$335K Sell
1,656
-82
-5% -$16K 0.19% 83
2024
Q1 		$348K Sell
1,738
-1,363
-44% -$246K 0.19% 85
2023
Q4 		$528K Buy
3,101
+1,009
+48% +$153K 0.32% 71
2023
Q3 		$303K Buy
2,092
+38
+2% +$5.7K 0.26% 82
2023
Q2 		$299K Sell
2,054
-115
-5% -$15.8K 0.21% 87
2023
Q1 		$283K Sell
2,169
-95
-4% -$13K 0.24% 84
2022
Q4 		$304K Sell
2,264
-78
-3% -$9.9K 0.25% 81
2022
Q3 		$245K Buy
2,342
+69
+3% +$7.92K 0.26% 82
2022
Q2 		$256K Buy
+2,273
New +$282K 0.2% 92
2021
Q3 		$337K Buy
16,131
+13,978
+649% +$2.19M 0.22% 79
2021
Q2 		$335K Buy
+2,153
New +$338K 0.2% 83
2020
Q4 		$301K Sell
2,370
-2,172
-48% -$243K 0.25% 84
2020
Q3 		$427K Hold
4,542
– – 0.39% 68
2020
Q2 		$427K Sell
4,542
-453
-9% -$43K 0.39% 68
2020
Q1 		$450K Sell
4,995
-34,816
-87% -$4.23M 0.41% 56
2019
Q4 		$678K Buy
+39,811
New +$5.11M 0.59% 39

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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

Wealth Quarterback's JPM Position: Q3 2026 in Review

Wealth Quarterback increased its JPMorgan Chase (JPM) stake by 2.2% in Q3 2026, buying an estimated $25.5K and bringing the position to 3,459 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #51.

Wealth Quarterback first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. 1,784 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Wealth Quarterback held 3,459 shares of JPMorgan Chase worth $1.14M as of Q3 2026.
  • Wealth Quarterback bought 73 JPMorgan Chase shares in Q3 2026, an estimated $25.5K.
  • JPMorgan Chase made up 0.35% of Wealth Quarterback's portfolio in Q3 2026, its #51 holding.
  • Wealth Quarterback first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • 1,784 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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