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Baring Financial’s JPMorgan Chase JPM Stock Holding History

Baring 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 		$1.9M Buy
5,745
+251
+5% +$87.8K 1.02% 25
2026
Q2 		$1.8M Sell
5,494
-74
-1% -$23K 0.99% 27
2026
Q1 		$1.64M Sell
5,568
-1
-0% -$303 1% 28
2025
Q4 		$1.79M Buy
5,569
+79
+1% +$24.5K 1.09% 26
2025
Q3 		$1.73M Sell
5,490
-24
-0.4% -$7.14K 1.18% 27
2025
Q2 		$1.6M Sell
5,514
-42
-0.8% -$10.7K 1.19% 28
2025
Q1 		$1.36M Sell
5,556
-43
-0.8% -$11K 1.14% 28
2024
Q4 		$1.34M Buy
+5,599
New +$1.3M 1.2% 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

Baring Financial's JPM Position: Q3 2026 in Review

Baring Financial increased its JPMorgan Chase (JPM) stake by 4.6% in Q3 2026, buying an estimated $87.8K and bringing the position to 5,745 shares worth $1.9M. The position accounts for 1.02% of the portfolio, ranked #25.

Baring Financial first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Baring Financial held 5,745 shares of JPMorgan Chase worth $1.9M as of Q3 2026.
  • Baring Financial bought 251 JPMorgan Chase shares in Q3 2026, an estimated $87.8K.
  • JPMorgan Chase made up 1.02% of Baring Financial's portfolio in Q3 2026, its #25 holding.
  • Baring Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.