Bill Few Associates
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Bill Few Associates’s JPMorgan Chase JPM Stock Holding History

Bill Few 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
2026
Q3 		$11M Sell
33,124
-479
-1% -$168K 2.26% 6
2026
Q2 		$11M Sell
33,603
-615
-2% -$191K 2.34% 7
2026
Q1 		$10.1M Buy
34,218
+734
+2% +$223K 2.41% 6
2025
Q4 		$10.8M Buy
33,484
+614
+2% +$190K 2.65% 6
2025
Q3 		$10.4M Buy
32,870
+26
+0.1% +$7.73K 2.67% 6
2025
Q2 		$9.5M Sell
32,844
-491
-1% -$125K 2.7% 6
2025
Q1 		$8.18M Sell
33,335
-283
-0.8% -$72.1K 2.92% 4
2024
Q4 		$8.06M Sell
33,618
-372
-1% -$86.6K 2.83% 4
2024
Q3 		$7.17M Buy
33,990
+25
+0.1% +$5.27K 2.54% 5
2024
Q2 		$6.87M Sell
33,965
-918
-3% -$179K 2.64% 5
2024
Q1 		$6.99M Buy
34,883
+974
+3% +$176K 2.83% 4
2023
Q4 		$5.77M Buy
33,909
+311
+0.9% +$47.1K 2.63% 4
2023
Q3 		$4.87M Buy
33,598
+810
+2% +$121K 2.55% 9
2023
Q2 		$4.77M Buy
32,788
+91
+0.3% +$12.5K 2.46% 7
2023
Q1 		$4.26M Buy
32,697
+936
+3% +$128K 2.37% 7
2022
Q4 		$4.26M Sell
31,761
-685
-2% -$86.8K 2.52% 9
2022
Q3 		$3.39M Buy
32,446
+185
+0.6% +$21.2K 2.29% 13
2022
Q2 		$3.63M Buy
32,261
+693
+2% +$85.9K 2.32% 14
2022
Q1 		$4.3M Buy
31,568
+316
+1% +$46.6K 2.34% 9
2021
Q4 		$4.95M Buy
+31,252
New +$5.13M 2.56% 9

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bill Few Associates's JPM Position: Q3 2026 in Review

Bill Few Associates reduced its JPMorgan Chase (JPM) stake by 1.4% in Q3 2026, selling an estimated $168K and leaving 33,124 shares worth $11M. The position accounts for 2.26% of the portfolio, ranked #6.

Bill Few Associates first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $11M in Q2 2026. 4,318 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Bill Few Associates held 33,124 shares of JPMorgan Chase worth $11M as of Q3 2026.
  • Bill Few Associates sold 479 JPMorgan Chase shares in Q3 2026, an estimated $168K.
  • JPMorgan Chase made up 2.26% of Bill Few Associates's portfolio in Q3 2026, its #6 holding.
  • Bill Few Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Bill Few Associates's JPMorgan Chase position peaked at $11M in Q2 2026.
  • 4,318 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.