Bender Robert & Associates
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Bender Robert & Associates’s JPMorgan Chase JPM Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-3,122
Closed -$631K – 62
2024
Q2 		$631K Buy
+3,122
New +$610K 0.14% 31

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

Bender Robert & Associates's JPM Position: Q3 2026 in Review

Bender Robert & Associates reduced its JPMorgan Chase (JPM) stake by 0.77% in Q3 2026, selling an estimated $6.65K and leaving 2,462 shares worth $814K. The position accounts for 0.16% of the portfolio, ranked #31.

Bender Robert & Associates first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 2,438 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Bender Robert & Associates held 2,462 shares of JPMorgan Chase worth $814K as of Q3 2026.
  • Bender Robert & Associates sold 19 JPMorgan Chase shares in Q3 2026, an estimated $6.65K.
  • JPMorgan Chase made up 0.16% of Bender Robert & Associates's portfolio in Q3 2026, its #31 holding.
  • Bender Robert & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • 2,438 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Bender Robert & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.