Atwater Malick’s JPMorgan Chase JPM Stock Holding History

Atwater Malick’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	$678K	Buy	2,048 +12	+0.6%	+$4.2K	0.15%	68
2026 Q2	$666K	Buy	2,036 +175	+9%	+$54.3K	0.15%	67
2026 Q1	$547K	Sell	1,861 -19	-1%	-$5.77K	0.15%	59
2025 Q4	$606K	Buy	1,880 +19	+1%	+$5.88K	0.17%	50
2025 Q3	$587K	Hold	1,861	–	–	0.17%	53
2025 Q2	$540K	Hold	1,861	–	–	0.17%	52
2025 Q1	$457K	Hold	1,861	–	–	0.15%	53
2024 Q4	$446K	Hold	1,861	–	–	0.15%	52
2024 Q3	$392K	Hold	1,861	–	–	0.13%	58
2024 Q2	$376K	Hold	1,861	–	–	0.13%	58
2024 Q1	$373K	Buy	1,861 +38	+2%	+$6.86K	0.13%	60
2023 Q4	$310K	Buy	+1,823	New	+$276K	0.12%	58
2019 Q4	–	Sell	-631	Closed	-$74K	–	120
2019 Q3	$74K	Buy	+631	New	+$71.4K	0.06%	59

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Atwater Malick's JPM Position: Q3 2026 in Review

Atwater Malick increased its JPMorgan Chase (JPM) stake by 0.59% in Q3 2026, buying an estimated $4.2K and bringing the position to 2,048 shares worth $678K. The position accounts for 0.15% of the portfolio, ranked #68.

Atwater Malick first reported a position in JPM in Q3 2019 and has held it in 13 quarters since. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Atwater Malick held 2,048 shares of JPMorgan Chase worth $678K as of Q3 2026.
Atwater Malick bought 12 JPMorgan Chase shares in Q3 2026, an estimated $4.2K.
JPMorgan Chase made up 0.15% of Atwater Malick's portfolio in Q3 2026, its #68 holding.
Atwater Malick first reported a position in JPMorgan Chase in Q3 2019 and has held it in 13 quarters since.
1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.