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Benedict Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Benedict Financial Advisors’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 		$4.02M Sell
12,140
-937
-7% -$328K 0.8% 43
2026
Q2 		$4.28M Sell
13,077
-108
-0.8% -$33.5K 0.83% 40
2026
Q1 		$3.88M Sell
13,185
-277
-2% -$84.1K 0.81% 40
2025
Q4 		$4.34M Buy
13,462
+398
+3% +$123K 0.91% 36
2025
Q3 		$4.12M Sell
13,064
-313
-2% -$93.1K 0.89% 37
2025
Q2 		$3.88M Sell
13,377
-263
-2% -$67.1K 0.88% 39
2025
Q1 		$3.35M Sell
13,640
-740
-5% -$189K 0.78% 47
2024
Q4 		$3.45M Buy
14,380
+421
+3% +$98.1K 0.84% 45
2024
Q3 		$2.94M Sell
13,959
-418
-3% -$88K 0.7% 55
2024
Q2 		$2.91M Sell
14,377
-86
-0.6% -$16.8K 0.74% 51
2024
Q1 		$2.9M Sell
14,463
-69
-0.5% -$12.5K 0.74% 52
2023
Q4 		$2.47M Buy
14,532
+65
+0.4% +$9.85K 0.67% 56
2023
Q3 		$2.1M Sell
14,467
-4
-0% -$600 0.61% 63
2023
Q2 		$2.1M Buy
14,471
+367
+3% +$50.5K 0.58% 65
2023
Q1 		$1.84M Buy
14,104
+369
+3% +$50.6K 0.52% 70
2022
Q4 		$1.84M Sell
13,735
-358
-3% -$45.4K 0.55% 63
2022
Q3 		$1.47M Sell
14,093
-593
-4% -$68.1K 0.47% 71
2022
Q2 		$1.65M Sell
14,686
-2,033
-12% -$252K 0.49% 67
2022
Q1 		$2.28M Sell
16,719
-436
-3% -$64.4K 0.61% 60
2021
Q4 		$2.72M Buy
17,155
+56
+0.3% +$9.2K 0.71% 56
2021
Q3 		$2.8M Buy
17,099
+494
+3% +$77.4K 0.78% 51
2021
Q2 		$2.58M Buy
16,605
+930
+6% +$146K 0.72% 54
2021
Q1 		$2.39M Buy
+15,675
New +$2.26M 0.69% 55

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Benedict Financial Advisors's JPM Position: Q3 2026 in Review

Benedict Financial Advisors reduced its JPMorgan Chase (JPM) stake by 7.2% in Q3 2026, selling an estimated $328K and leaving 12,140 shares worth $4.02M. The position accounts for 0.8% of the portfolio, ranked #43.

Benedict Financial Advisors first reported a position in JPM in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.34M in Q4 2025. 260 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Benedict Financial Advisors held 12,140 shares of JPMorgan Chase worth $4.02M as of Q3 2026.
  • Benedict Financial Advisors sold 937 JPMorgan Chase shares in Q3 2026, an estimated $328K.
  • JPMorgan Chase made up 0.8% of Benedict Financial Advisors's portfolio in Q3 2026, its #43 holding.
  • Benedict Financial Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 23 quarters since.
  • Benedict Financial Advisors's JPMorgan Chase position peaked at $4.34M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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