WMWM
JPM icon

Whitaker-Myers Wealth Managers’s JPMorgan Chase JPM Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.41M Buy
7,299
+676
+10% +$236K 0.39% 33
2026
Q2 		$2.17M Buy
6,623
+2,315
+54% +$719K 0.36% 51
2026
Q1 		$1.27M Sell
4,308
-87
-2% -$26.4K 0.25% 63
2025
Q4 		$1.42M Buy
4,395
+53
+1% +$16.4K 0.3% 64
2025
Q3 		$1.37M Sell
4,342
-4,221
-49% -$1.26M 0.3% 44
2025
Q2 		$2.48M Buy
8,563
+2,496
+41% +$637K 0.63% 22
2025
Q1 		$1.49M Buy
6,067
+2,373
+64% +$605K 0.42% 26
2024
Q4 		$885K Buy
3,694
+217
+6% +$50.5K 0.26% 43
2024
Q3 		$733K Buy
3,477
+798
+30% +$168K 0.24% 48
2024
Q2 		$542K Buy
2,679
+487
+22% +$95.2K 0.2% 56
2024
Q1 		$439K Sell
2,192
-93
-4% -$16.8K 0.19% 61
2023
Q4 		$389K Buy
2,285
+271
+13% +$41.1K 0.19% 59
2023
Q3 		$292K Hold
2,014
– – 0.18% 59
2023
Q2 		$293K Buy
2,014
+234
+13% +$32.2K 0.2% 57
2023
Q1 		$232K Buy
1,780
+58
+3% +$7.95K 0.18% 63
2022
Q4 		$231K Buy
+1,722
New +$218K 0.22% 62

Other funds holding JPM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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

Whitaker-Myers Wealth Managers's JPM Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its JPMorgan Chase (JPM) stake by 10% in Q3 2026, buying an estimated $236K and bringing the position to 7,299 shares worth $2.41M. The position accounts for 0.39% of the portfolio, ranked #33.

Whitaker-Myers Wealth Managers first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q2 2025. 490 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 7,299 shares of JPMorgan Chase worth $2.41M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 676 JPMorgan Chase shares in Q3 2026, an estimated $236K.
  • JPMorgan Chase made up 0.39% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #33 holding.
  • Whitaker-Myers Wealth Managers first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's JPMorgan Chase position peaked at $2.48M in Q2 2025.
  • 490 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.