AtlasMark Financial
JPM icon

AtlasMark Financial’s JPMorgan Chase JPM Stock Holding History

AtlasMark Financial’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 		$314K Hold
950
– – 0.15% 35
2026
Q2 		$311K Hold
950
– – 0.15% 38
2026
Q1 		$306K Hold
950
– – 0.2% 33
2025
Q4 		$306K Hold
950
– – 0.2% 33
2025
Q3 		$300K Hold
950
– – 0.2% 32
2025
Q2 		$275K Sell
950
-12
-1% -$3.06K 0.21% 33
2025
Q1 		$236K Buy
962
+12
+1% +$3.06K 0.22% 36
2024
Q4 		$228K Hold
950
– – 0.21% 37
2024
Q3 		$200K Buy
+950
New +$200K 0.19% 40

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

AtlasMark Financial's JPM Position: Q3 2026 in Review

AtlasMark Financial held its JPMorgan Chase (JPM) position steady in Q3 2026 at 950 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #35.

AtlasMark Financial first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • AtlasMark Financial held 950 shares of JPMorgan Chase worth $314K as of Q3 2026.
  • AtlasMark Financial left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.15% of AtlasMark Financial's portfolio in Q3 2026, its #35 holding.
  • AtlasMark Financial first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.