Abel Hall LLC
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Abel Hall LLC’s JPMorgan Chase JPM Stock Holding History

Abel Hall LLC’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 		$3.45M Buy
10,436
+316
+3% +$111K 0.62% 19
2026
Q2 		$3.31M Buy
10,120
+3,024
+43% +$939K 0.57% 19
2026
Q1 		$2.09M Sell
7,096
-4,152
-37% -$1.26M 0.44% 25
2025
Q4 		$3.62M Buy
11,248
+5,917
+111% +$1.83M 0.85% 17
2025
Q3 		$1.68M Sell
5,331
-104
-2% -$30.9K 0.68% 25
2025
Q2 		$1.58M Buy
5,435
+1,551
+40% +$396K 0.73% 23
2025
Q1 		$953K Sell
3,884
-935
-19% -$238K 0.58% 27
2024
Q4 		$1.16M Buy
4,819
+108
+2% +$25.2K 0.74% 25
2024
Q3 		$993K Sell
4,711
-47
-1% -$9.9K 0.65% 24
2024
Q2 		$962K Buy
4,758
+1,249
+36% +$244K 0.68% 25
2024
Q1 		$703K Buy
3,509
+179
+5% +$32.3K 0.53% 31
2023
Q4 		$566K Buy
+3,330
New +$505K 0.48% 31

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Abel Hall LLC's JPM Position: Q3 2026 in Review

Abel Hall LLC increased its JPMorgan Chase (JPM) stake by 3.1% in Q3 2026, buying an estimated $111K and bringing the position to 10,436 shares worth $3.45M. The position accounts for 0.62% of the portfolio, ranked #19.

Abel Hall LLC first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.62M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Abel Hall LLC held 10,436 shares of JPMorgan Chase worth $3.45M as of Q3 2026.
  • Abel Hall LLC bought 316 JPMorgan Chase shares in Q3 2026, an estimated $111K.
  • JPMorgan Chase made up 0.62% of Abel Hall LLC's portfolio in Q3 2026, its #19 holding.
  • Abel Hall LLC first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Abel Hall LLC's JPMorgan Chase position peaked at $3.62M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.