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Worth Asset Management’s JPMorgan Chase JPM Stock Holding History

Worth Asset Management’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 		$1.06M Buy
3,195
+542
+20% +$190K 0.31% 84
2026
Q2 		$868K Buy
2,653
+262
+11% +$81.4K 0.28% 78
2026
Q1 		$703K Buy
2,391
+474
+25% +$144K 0.26% 88
2025
Q4 		$618K Buy
1,917
+465
+32% +$144K 0.26% 70
2025
Q3 		$458K Sell
1,452
-331
-19% -$98.4K 0.21% 79
2025
Q2 		$517K Buy
1,783
+79
+5% +$20.2K 0.25% 65
2025
Q1 		$418K Sell
1,704
-65
-4% -$16.6K 0.23% 73
2024
Q4 		$424K Buy
1,769
+36
+2% +$8.38K 0.23% 78
2024
Q3 		$365K Sell
1,733
-420
-20% -$88.5K 0.2% 88
2024
Q2 		$435K Buy
2,153
+74
+4% +$14.5K 0.26% 69
2024
Q1 		$416K Buy
2,079
+468
+29% +$84.4K 0.26% 71
2023
Q4 		$274K Buy
+1,611
New +$244K 0.2% 80
2023
Q3 		– Sell
-1,445
Closed -$210K – 254
2023
Q2 		$210K Sell
1,445
-103
-7% -$14.2K 0.16% 80
2023
Q1 		$202K Sell
1,548
-52
-3% -$7.13K 0.15% 81
2022
Q4 		$215K Buy
1,600
+390
+32% +$49.4K 0.15% 70
2022
Q3 		$126K Sell
1,210
-40
-3% -$4.59K 0.09% 81
2022
Q2 		$140K Hold
1,250
– – 0.1% 101
2022
Q1 		$148K Buy
+1,250
New +$185K 0.1% 98

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

Worth Asset Management's JPM Position: Q3 2026 in Review

Worth Asset Management increased its JPMorgan Chase (JPM) stake by 20% in Q3 2026, buying an estimated $190K and bringing the position to 3,195 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #84.

Worth Asset Management first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. 255 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Worth Asset Management held 3,195 shares of JPMorgan Chase worth $1.06M as of Q3 2026.
  • Worth Asset Management bought 542 JPMorgan Chase shares in Q3 2026, an estimated $190K.
  • JPMorgan Chase made up 0.31% of Worth Asset Management's portfolio in Q3 2026, its #84 holding.
  • Worth Asset Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • 255 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.