Applied Capital LLC
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Applied Capital LLC’s JPMorgan Chase JPM Stock Holding History

Applied Capital 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 		$3.24M Buy
9,783
+12
+0.1% +$4.2K 1.29% 10
2026
Q2 		$3.2M Sell
9,771
-10
-0.1% -$3.1K 1.3% 10
2026
Q1 		$2.88M Sell
9,781
-538
-5% -$163K 1.36% 11
2025
Q4 		$3.32M Buy
10,319
+18
+0.2% +$5.57K 1.97% 10
2025
Q3 		$3.25M Sell
10,301
-20
-0.2% -$5.95K 2% 10
2025
Q2 		$2.99M Buy
10,321
+7
+0.1% +$1.79K 2.17% 13
2025
Q1 		$2.53M Sell
10,314
-51
-0.5% -$13K 1.99% 14
2024
Q4 		$2.48M Sell
10,365
-70
-0.7% -$16.3K 1.93% 15
2024
Q3 		$2.2M Sell
10,435
-85
-0.8% -$17.9K 1.71% 18
2024
Q2 		$2.13M Buy
10,520
+75
+0.7% +$14.7K 1.86% 17
2024
Q1 		$2.09M Buy
10,445
+225
+2% +$40.6K 1.7% 20
2023
Q4 		$1.74M Sell
10,220
-440
-4% -$66.7K 1.6% 23
2023
Q3 		$1.55M Sell
10,660
-90
-0.8% -$13.5K 1.54% 27
2023
Q2 		$1.56M Buy
10,750
+31
+0.3% +$4.26K 1.48% 30
2023
Q1 		$1.4M Sell
10,719
-250
-2% -$34.3K 1.39% 32
2022
Q4 		$1.47M Buy
+10,969
New +$1.39M 1.46% 30

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Applied Capital LLC's JPM Position: Q3 2026 in Review

Applied Capital LLC increased its JPMorgan Chase (JPM) stake by 0.12% in Q3 2026, buying an estimated $4.2K and bringing the position to 9,783 shares worth $3.24M. The position accounts for 1.29% of the portfolio, ranked #10.

Applied Capital LLC first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.32M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Applied Capital LLC held 9,783 shares of JPMorgan Chase worth $3.24M as of Q3 2026.
  • Applied Capital LLC bought 12 JPMorgan Chase shares in Q3 2026, an estimated $4.2K.
  • JPMorgan Chase made up 1.29% of Applied Capital LLC's portfolio in Q3 2026, its #10 holding.
  • Applied Capital LLC first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Applied Capital LLC's JPMorgan Chase position peaked at $3.32M in Q4 2025.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.