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Wedmont Private Capital’s JPMorgan Chase JPM Stock Holding History

Wedmont Private Capital’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 		$22.5M Buy
67,827
+13,816
+26% +$4.83M 0.54% 30
2026
Q2 		$18.2M Buy
54,011
+3,424
+7% +$1.06M 0.5% 32
2026
Q1 		$15.6M Buy
50,587
+2,776
+6% +$842K 0.5% 30
2025
Q4 		$15.6M Buy
47,811
+1,694
+4% +$524K 0.54% 31
2025
Q3 		$14.2M Buy
46,117
+2,070
+5% +$616K 0.53% 31
2025
Q2 		$12.5M Buy
44,047
+1,548
+4% +$395K 0.53% 29
2025
Q1 		$10M Buy
42,499
+1,783
+4% +$455K 0.51% 33
2024
Q4 		$9.77M Buy
40,716
+4,107
+11% +$957K 0.52% 32
2024
Q3 		$7.72M Buy
36,609
+1,448
+4% +$305K 0.44% 36
2024
Q2 		$7.21M Buy
35,161
+3,059
+10% +$598K 0.45% 38
2024
Q1 		$6.33M Buy
32,102
+1,662
+5% +$300K 0.46% 34
2023
Q4 		$5.24M Buy
30,440
+4,050
+15% +$614K 0.43% 36
2023
Q3 		$3.82M Buy
26,390
+2,188
+9% +$328K 0.39% 40
2023
Q2 		$3.62M Buy
24,202
+5,075
+27% +$698K 0.39% 43
2023
Q1 		$2.45M Buy
19,127
+1,577
+9% +$216K 0.32% 50
2022
Q4 		$2.42M Buy
17,550
+2,982
+20% +$378K 0.36% 46
2022
Q3 		$1.52M Buy
14,568
+1,622
+13% +$186K 0.31% 52
2022
Q2 		$1.46M Buy
12,946
+2,853
+28% +$353K 0.31% 51
2022
Q1 		$1.37M Buy
10,093
+1,017
+11% +$150K 0.31% 56
2021
Q4 		$1.53M Buy
+9,076
New +$1.49M 0.47% 40

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

Wedmont Private Capital's JPM Position: Q3 2026 in Review

Wedmont Private Capital increased its JPMorgan Chase (JPM) stake by 26% in Q3 2026, buying an estimated $4.83M and bringing the position to 67,827 shares worth $22.5M. The position accounts for 0.54% of the portfolio, ranked #30.

Wedmont Private Capital first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Wedmont Private Capital held 67,827 shares of JPMorgan Chase worth $22.5M as of Q3 2026.
  • Wedmont Private Capital bought 13,816 JPMorgan Chase shares in Q3 2026, an estimated $4.83M.
  • JPMorgan Chase made up 0.54% of Wedmont Private Capital's portfolio in Q3 2026, its #30 holding.
  • Wedmont Private Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.