Provenance Wealth Advisors, LLC JPM — JPMORGAN CHASE & COMPANY.

Ownership history in Provenance Wealth Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Provenance Wealth Advisors, LLC reported JPMORGAN CHASE & COMPANY. (JPM) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.53% in 2026 Q3. The latest visible filing shows JPM at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Provenance Wealth Advisors, LLC's position in JPMORGAN CHASE & COMPANY., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JPM was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page Provenance Wealth Advisors, LLC fund profile Provenance Wealth Advisors, LLC full holdings
How Provenance Wealth Advisors, LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 27,370 +25,911 +1775.9% 0.53% $9.1M 2026-10-30 $337.04
2026 Q2 ADDED — — — 1,459 +771 +112.1% 0.05% $478K 2026-07-24 $351.46
2026 Q1 ADDED — — — 688 +20 +3.0% 0.02% $202K 2026-04-20 $314.00
2025 Q4 REDUCED 65.6% -8.3% ✅ 668 -1,276 -65.6% 0.02% $215K 2026-01-26 $296.68
2025 Q3 REDUCED 45.1% +3.1% ❌ 1,944 -1,600 -45.1% 0.08% $613K 2025-11-12 $314.36
2025 Q2 INITIATED — — — 3,544 — — 0.13% $869K 2025-08-15 $283.62

🏢 Other funds also holding JPM

As of 2026 Q3 — sorted by position size

Guidance Point Advisors, LLC 3Y 7Y 27.79% BAYPOINTE PARTNERS LLC 13.38% LDIC Inc. 10.89% Community Bank of Raymore 3Y 7Y 10.13% Courant Investment Management LLC 3Y 7Y 9.74% JCIC Asset Management Inc. 3Y 7Y 7.89% DAVIS-REA LTD. 3Y 7Y 7.74% James Hambro & Partners LLP 3Y 7Y 7.47% WILSEY ASSET MANAGEMENT INC 3Y 7Y 7.29% Constitution Capital LLC 3Y 6.83%

FAQ About Provenance Wealth Advisors, LLC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Provenance Wealth Advisors, LLC reported owning JPM?

Provenance Wealth Advisors, LLC reported JPM across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported JPM position in Provenance Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for JPM was 0.53% in 2026 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q3, when Provenance Wealth Advisors, LLC reported 27,370 shares, equal to 0.53% of portfolio, with an estimated market value of $9.1M.

What does the chart on this JPM ownership page compare?

The chart compares Provenance Wealth Advisors, LLC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Provenance Wealth Advisors, LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Provenance Wealth Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JPM relative to SPY over the holding period was -1.6%.

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