3 Factor Indexing’s JPMorgan Chase JPM Stock Holding History

3 Factor Indexing’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 Q2	$17.7K	Hold	54	–	–	0.02%	114
2026 Q1	$15.9K	Buy	+54	New	+$16.4K	0.02%	118

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

3 Factor Indexing's JPM Position: Q2 2026 in Review

3 Factor Indexing held its JPMorgan Chase (JPM) position steady in Q2 2026 at 54 shares worth $17.7K. The position accounts for 0.02% of the portfolio, ranked #114.

3 Factor Indexing first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

3 Factor Indexing held 54 shares of JPMorgan Chase worth $17.7K as of Q2 2026.
3 Factor Indexing left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.02% of 3 Factor Indexing's portfolio in Q2 2026, its #114 holding.
3 Factor Indexing first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.