Wealthstar Advisors’s JPMorgan Chase JPM Stock Holding History

Wealthstar Advisors’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	$871K	Buy	2,632 +6	+0.2%	+$2.1K	0.25%	54
2026 Q2	$860K	Buy	2,626 +107	+4%	+$33.2K	0.25%	55
2026 Q1	$741K	Sell	2,519 -98	-4%	-$29.7K	0.35%	63
2025 Q4	$843K	Buy	2,617 +7	+0.3%	+$2.17K	0.37%	51
2025 Q3	$823K	Buy	2,610 +135	+5%	+$40.2K	0.32%	62
2025 Q2	$718K	Sell	2,475 -153	-6%	-$39K	0.27%	68
2025 Q1	$645K	Buy	2,628 +770	+41%	+$196K	0.3%	74
2024 Q4	$445K	Buy	+1,858	New	+$433K	0.19%	92
2024 Q2	–	Sell	-1,460	Closed	-$292K	–	94
2024 Q1	$292K	Buy	+1,460	New	+$263K	0.1%	109
2022 Q1	–	Sell	-1,305	Closed	-$206K	–	98
2021 Q4	$206K	Sell	1,305 -38	-3%	-$6.24K	0.07%	80
2021 Q3	$220K	Buy	+1,343	New	+$211K	0.07%	83

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealthstar Advisors's JPM Position: Q3 2026 in Review

Wealthstar Advisors increased its JPMorgan Chase (JPM) stake by 0.23% in Q3 2026, buying an estimated $2.1K and bringing the position to 2,632 shares worth $871K. The position accounts for 0.25% of the portfolio, ranked #54.

Wealthstar Advisors first reported a position in JPM in Q3 2021 and has held it in 11 quarters since. 3,471 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Wealthstar Advisors held 2,632 shares of JPMorgan Chase worth $871K as of Q3 2026.
Wealthstar Advisors bought 6 JPMorgan Chase shares in Q3 2026, an estimated $2.1K.
JPMorgan Chase made up 0.25% of Wealthstar Advisors's portfolio in Q3 2026, its #54 holding.
Wealthstar Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 11 quarters since.
3,471 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.