Rudd Co d/b/a Styre Wealth’s JPMorgan Chase JPM Stock Holding History

Rudd Co d/b/a Styre Wealth’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	$1.16M	Buy	+3,473	New	+$1.21M	1.13%	51

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Rudd Co d/b/a Styre Wealth's JPM Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in JPMorgan Chase (JPM) in Q3 2026: 3,473 shares worth $1.16M. The stake represents 1.13% of the portfolio and ranks #51 among its holdings.

2,324 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Rudd Co d/b/a Styre Wealth held 3,473 shares of JPMorgan Chase worth $1.16M as of Q3 2026.
JPMorgan Chase was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
JPMorgan Chase made up 1.13% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #51 holding.
2,324 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.