BluePath Capital Management
JPM icon

BluePath Capital Management’s JPMorgan Chase JPM Stock Holding History

BluePath Capital 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 		$1.96M Buy
5,919
+564
+11% +$197K 1.02% 23
2026
Q2 		$1.75M Buy
5,355
+472
+10% +$147K 0.96% 20
2026
Q1 		$1.44M Buy
4,883
+223
+5% +$67.7K 0.99% 22
2025
Q4 		$1.5M Buy
4,660
+739
+19% +$229K 1.01% 20
2025
Q3 		$1.24M Buy
3,921
+226
+6% +$67.2K 0.9% 31
2025
Q2 		$1.07M Buy
3,695
+29
+0.8% +$7.4K 0.94% 25
2025
Q1 		$899K Sell
3,666
-2,832
-44% -$722K 0.94% 21
2024
Q4 		$1.59M Buy
6,498
+786
+14% +$183K 0.85% 23
2024
Q3 		$1.2M Sell
5,712
-3,657
-39% -$770K 0.74% 22
2024
Q2 		$1.89M Buy
9,369
+1,255
+15% +$245K 1.33% 15
2024
Q1 		$1.63M Buy
8,114
+277
+4% +$50K 1.23% 15
2023
Q4 		$1.34M Buy
7,837
+933
+14% +$141K 1.14% 14
2023
Q3 		$1M Buy
+6,904
New +$1.03M 0.92% 15

Other funds holding JPM

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
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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BluePath Capital Management's JPM Position: Q3 2026 in Review

BluePath Capital Management increased its JPMorgan Chase (JPM) stake by 11% in Q3 2026, buying an estimated $197K and bringing the position to 5,919 shares worth $1.96M. The position accounts for 1.02% of the portfolio, ranked #23.

BluePath Capital Management first reported a position in JPM in Q3 2023 and has held it in 13 quarters since. 1,946 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • BluePath Capital Management held 5,919 shares of JPMorgan Chase worth $1.96M as of Q3 2026.
  • BluePath Capital Management bought 564 JPMorgan Chase shares in Q3 2026, an estimated $197K.
  • JPMorgan Chase made up 1.02% of BluePath Capital Management's portfolio in Q3 2026, its #23 holding.
  • BluePath Capital Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 13 quarters since.
  • 1,946 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.