Bell Asset Management
JPM icon

Bell Asset Management’s JPMorgan Chase JPM Stock Holding History

Bell Asset Management’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 		$3.81M Sell
11,525
-18,711
-62% -$6.54M 1.38% 13
2026
Q2 		$9.9M Buy
30,236
+737
+2% +$229K 2.64% 7
2026
Q1 		$8.68M Buy
29,499
+3,495
+13% +$1.06M 2.56% 7
2025
Q4 		$8.42M Buy
+26,004
New +$8.05M 2.25% 9

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bell Asset Management's JPM Position: Q3 2026 in Review

Bell Asset Management reduced its JPMorgan Chase (JPM) stake by 62% in Q3 2026, selling an estimated $6.54M and leaving 11,525 shares worth $3.81M. The position accounts for 1.38% of the portfolio, ranked #13.

Bell Asset Management first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.9M in Q2 2026. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Bell Asset Management held 11,525 shares of JPMorgan Chase worth $3.81M as of Q3 2026.
  • Bell Asset Management sold 18,711 JPMorgan Chase shares in Q3 2026, an estimated $6.54M.
  • JPMorgan Chase made up 1.38% of Bell Asset Management's portfolio in Q3 2026, its #13 holding.
  • Bell Asset Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Bell Asset Management's JPMorgan Chase position peaked at $9.9M in Q2 2026.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.