Atomic Invest
JPM icon

Atomic Invest’s JPMorgan Chase JPM Stock Holding History

Atomic Invest’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 		$42.6K Buy
129
+19
+17% +$6.65K 0.01% 172
2026
Q2 		$36.3K Sell
110
-42
-28% -$13K ﹤0.01% 154
2026
Q1 		$43.1K Buy
152
+15
+11% +$4.55K 0.02% 118
2025
Q4 		$44.3K Buy
+137
New +$42.4K 0.02% 91

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

Atomic Invest's JPM Position: Q3 2026 in Review

Atomic Invest increased its JPMorgan Chase (JPM) stake by 17% in Q3 2026, buying an estimated $6.65K and bringing the position to 129 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #172.

Atomic Invest first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $44.3K in Q4 2025. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Atomic Invest held 129 shares of JPMorgan Chase worth $42.6K as of Q3 2026.
  • Atomic Invest bought 19 JPMorgan Chase shares in Q3 2026, an estimated $6.65K.
  • JPMorgan Chase made up 0.01% of Atomic Invest's portfolio in Q3 2026, its #172 holding.
  • Atomic Invest first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Atomic Invest's JPMorgan Chase position peaked at $44.3K in Q4 2025.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.