Ares Financial Consulting
JPM icon

Ares Financial Consulting’s JPMorgan Chase JPM Stock Holding History

Ares Financial Consulting’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 		$560K Buy
1,694
+1
+0.1% +$350 0.39% 46
2026
Q2 		$554K Hold
1,693
– – 0.4% 44
2026
Q1 		$500K Buy
1,693
+377
+29% +$114K 0.39% 47
2025
Q4 		$424K Buy
+1,316
New +$407K 0.4% 48

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ares Financial Consulting's JPM Position: Q3 2026 in Review

Ares Financial Consulting increased its JPMorgan Chase (JPM) stake by 0.06% in Q3 2026, buying an estimated $350 and bringing the position to 1,694 shares worth $560K. The position accounts for 0.39% of the portfolio, ranked #46.

Ares Financial Consulting first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 3,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ares Financial Consulting held 1,694 shares of JPMorgan Chase worth $560K as of Q3 2026.
  • Ares Financial Consulting bought 1 JPMorgan Chase share in Q3 2026, an estimated $350.
  • JPMorgan Chase made up 0.39% of Ares Financial Consulting's portfolio in Q3 2026, its #46 holding.
  • Ares Financial Consulting first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 3,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.