Ables Iannone Moore & Associates
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Ables Iannone Moore & Associates’s JPMorgan Chase JPM Stock Holding History

Ables Iannone Moore & Associates’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 		$7.88M Sell
23,821
-674
-3% -$236K 4.09% 6
2026
Q2 		$8.02M Sell
24,495
-308
-1% -$95.6K 4.27% 5
2026
Q1 		$7.3M Buy
24,803
+719
+3% +$218K 4.34% 5
2025
Q4 		$7.76M Sell
24,084
-281
-1% -$87K 4.25% 6
2025
Q3 		$7.69M Sell
24,365
-537
-2% -$160K 4.42% 7
2025
Q2 		$7.22M Sell
24,902
-614
-2% -$157K 4.49% 7
2025
Q1 		$6.26M Sell
25,516
-159
-0.6% -$40.5K 4.26% 6
2024
Q4 		$6.15M Sell
25,675
-103
-0.4% -$24K 3.8% 8
2024
Q3 		$5.44M Buy
25,778
+67
+0.3% +$14.1K 3.51% 9
2024
Q2 		$5.2M Sell
25,711
-333
-1% -$65.1K 3.44% 8
2024
Q1 		$5.22M Sell
26,044
-145
-0.6% -$26.2K 3.73% 9
2023
Q4 		$4.45M Buy
+26,189
New +$3.97M 3.4% 9

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

Ables Iannone Moore & Associates's JPM Position: Q3 2026 in Review

Ables Iannone Moore & Associates reduced its JPMorgan Chase (JPM) stake by 2.8% in Q3 2026, selling an estimated $236K and leaving 23,821 shares worth $7.88M. The position accounts for 4.09% of the portfolio, ranked #6.

Ables Iannone Moore & Associates first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.02M in Q2 2026. 2,031 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ables Iannone Moore & Associates held 23,821 shares of JPMorgan Chase worth $7.88M as of Q3 2026.
  • Ables Iannone Moore & Associates sold 674 JPMorgan Chase shares in Q3 2026, an estimated $236K.
  • JPMorgan Chase made up 4.09% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #6 holding.
  • Ables Iannone Moore & Associates first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Ables Iannone Moore & Associates's JPMorgan Chase position peaked at $8.02M in Q2 2026.
  • 2,031 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.