ABLE Financial Group
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ABLE Financial Group’s JPMorgan Chase JPM Stock Holding History

ABLE Financial Group’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 		$2.17M Buy
6,573
+173
+3% +$60.5K 0.34% 65
2026
Q2 		$2.09M Sell
6,400
-480
-7% -$149K 0.35% 66
2026
Q1 		$2.02M Sell
6,880
-402
-6% -$122K 0.4% 61
2025
Q4 		$2.35M Sell
7,282
-345
-5% -$107K 0.48% 49
2025
Q3 		$2.41M Buy
7,627
+51
+0.7% +$15.2K 0.52% 43
2025
Q2 		$2.2M Sell
7,576
-378
-5% -$96.5K 0.53% 45
2025
Q1 		$1.95M Sell
7,954
-103
-1% -$26.3K 0.55% 39
2024
Q4 		$1.93M Buy
8,057
+24
+0.3% +$5.59K 0.57% 40
2024
Q3 		$1.69M Buy
8,033
+10
+0.1% +$2.11K 0.52% 38
2024
Q2 		$1.62M Buy
8,023
+1,828
+30% +$357K 0.59% 36
2024
Q1 		$1.24M Buy
6,195
+1,004
+19% +$181K 0.49% 41
2023
Q4 		$883K Sell
5,191
-17
-0.3% -$2.58K 0.38% 49
2023
Q3 		$755K Sell
5,208
-204
-4% -$30.6K 0.38% 50
2023
Q2 		$787K Buy
5,412
+804
+17% +$111K 0.41% 50
2023
Q1 		$600K Buy
+4,608
New +$631K 0.39% 52

Other funds holding JPM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

ABLE Financial Group's JPM Position: Q3 2026 in Review

ABLE Financial Group increased its JPMorgan Chase (JPM) stake by 2.7% in Q3 2026, buying an estimated $60.5K and bringing the position to 6,573 shares worth $2.17M. The position accounts for 0.34% of the portfolio, ranked #65.

ABLE Financial Group first reported a position in JPM in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.41M in Q3 2025. 1,687 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • ABLE Financial Group held 6,573 shares of JPMorgan Chase worth $2.17M as of Q3 2026.
  • ABLE Financial Group bought 173 JPMorgan Chase shares in Q3 2026, an estimated $60.5K.
  • JPMorgan Chase made up 0.34% of ABLE Financial Group's portfolio in Q3 2026, its #65 holding.
  • ABLE Financial Group first reported a position in JPMorgan Chase in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's JPMorgan Chase position peaked at $2.41M in Q3 2025.
  • 1,687 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.