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Weaver Consulting Group’s JPMorgan Chase JPM Stock Holding History

Weaver Consulting Group’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 		$1.12M Buy
3,389
+117
+4% +$40.9K 0.22% 92
2026
Q2 		$1.07M Sell
3,272
-2
-0.1% -$621 0.22% 88
2026
Q1 		$963K Sell
3,274
-32
-1% -$9.71K 0.23% 90
2025
Q4 		$1.07M Buy
3,306
+23
+0.7% +$7.12K 0.26% 78
2025
Q3 		$1.04M Buy
3,283
+79
+2% +$23.5K 0.26% 76
2025
Q2 		$929K Buy
3,204
+30
+0.9% +$7.66K 0.26% 78
2025
Q1 		$779K Sell
3,174
-51
-2% -$13K 0.23% 83
2024
Q4 		$773K Sell
3,225
-9
-0.3% -$2.1K 0.24% 81
2024
Q3 		$682K Sell
3,234
-346
-10% -$72.9K 0.22% 88
2024
Q2 		$724K Buy
3,580
+584
+19% +$114K 0.25% 82
2024
Q1 		$600K Sell
2,996
-131
-4% -$23.6K 0.22% 85
2023
Q4 		$532K Sell
3,127
-4
-0.1% -$606 0.22% 81
2023
Q3 		$454K Sell
3,131
-117
-4% -$17.5K 0.21% 89
2023
Q2 		$472K Buy
3,248
+58
+2% +$7.98K 0.21% 86
2023
Q1 		$416K Sell
3,190
-186
-6% -$25.5K 0.19% 99
2022
Q4 		$453K Buy
3,376
+28
+0.8% +$3.55K 0.23% 83
2022
Q3 		$350K Buy
3,348
+26
+0.8% +$2.98K 0.2% 96
2022
Q2 		$374K Buy
3,322
+101
+3% +$12.5K 0.21% 97
2022
Q1 		$439K Buy
3,221
+127
+4% +$18.7K 0.21% 88
2021
Q4 		$490K Buy
3,094
+59
+2% +$9.69K 0.24% 74
2021
Q3 		$497K Buy
3,035
+137
+5% +$21.5K 0.27% 68
2021
Q2 		$451K Buy
2,898
+278
+11% +$43.7K 0.25% 82
2021
Q1 		$399K Sell
2,620
-50
-2% -$7.19K 0.25% 82
2020
Q4 		$339K Buy
2,670
+20
+0.8% +$2.23K 0.21% 92
2020
Q3 		$255K Buy
2,650
+150
+6% +$14.7K 0.15% 103
2020
Q2 		$235K Buy
2,500
+539
+27% +$51.1K 0.14% 104
2020
Q1 		$177K Buy
1,961
+115
+6% +$14K 0.12% 114
2019
Q4 		$217K Buy
1,846
+56
+3% +$7.18K 0.12% 105
2019
Q3 		$207K Buy
1,790
+722
+68% +$81.7K 0.11% 100
2019
Q2 		$119K Hold
1,068
– – 0.06% 135
2019
Q1 		$118K Buy
+1,068
New +$110K 0.03% 297

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Weaver Consulting Group's JPM Position: Q3 2026 in Review

Weaver Consulting Group increased its JPMorgan Chase (JPM) stake by 3.6% in Q3 2026, buying an estimated $40.9K and bringing the position to 3,389 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #92.

Weaver Consulting Group first reported a position in JPM in Q1 2019 and has held it in 31 quarters since. 255 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Weaver Consulting Group held 3,389 shares of JPMorgan Chase worth $1.12M as of Q3 2026.
  • Weaver Consulting Group bought 117 JPMorgan Chase shares in Q3 2026, an estimated $40.9K.
  • JPMorgan Chase made up 0.22% of Weaver Consulting Group's portfolio in Q3 2026, its #92 holding.
  • Weaver Consulting Group first reported a position in JPMorgan Chase in Q1 2019 and has held it in 31 quarters since.
  • 255 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.