Bluesphere Advisors
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Bluesphere Advisors’s JPMorgan Chase JPM Stock Holding History

Bluesphere 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 		$1.22M Buy
3,695
+5
+0.1% +$1.75K 0.38% 38
2026
Q2 		$1.21M Sell
3,690
-6
-0.2% -$1.86K 0.37% 37
2026
Q1 		$1.09M Sell
3,696
-508
-12% -$154K 0.39% 36
2025
Q4 		$1.35M Buy
4,204
+13
+0.3% +$4.02K 0.6% 28
2025
Q3 		$1.32M Buy
4,191
+38
+0.9% +$11.3K 0.61% 27
2025
Q2 		$1.2M Sell
4,153
-66
-2% -$16.8K 0.6% 28
2025
Q1 		$1.03M Sell
4,219
-1,857
-31% -$473K 0.59% 28
2024
Q4 		$1.46M Buy
6,076
+212
+4% +$49.4K 0.71% 23
2024
Q3 		$1.24M Buy
5,864
+4
+0.1% +$843 0.61% 27
2024
Q2 		$1.19M Buy
5,860
+736
+14% +$144K 0.6% 26
2024
Q1 		$1.03M Hold
5,124
– – 0.57% 28
2023
Q4 		$872K Sell
5,124
-1,905
-27% -$289K 0.54% 31
2023
Q3 		$1.02M Buy
7,029
+2
+0% +$300 0.73% 24
2023
Q2 		$1.02M Buy
7,027
+13
+0.2% +$1.79K 0.71% 26
2023
Q1 		$914K Buy
7,014
+5,189
+284% +$711K 0.76% 25
2022
Q4 		$245K Buy
+1,825
New +$231K 0.22% 75
2022
Q3 		– Sell
-1,950
Closed -$220K – 76
2022
Q2 		$220K Sell
1,950
-324
-14% -$40.1K 0.21% 75
2022
Q1 		$310K Sell
2,274
-9,318
-80% -$1.38M 0.26% 64
2021
Q4 		$1.84M Sell
11,592
-228
-2% -$37.4K 1.52% 15
2021
Q3 		$1.94M Sell
11,820
-220
-2% -$34.5K 1.86% 15
2021
Q2 		$1.87M Sell
12,040
-1,331
-10% -$209K 1.66% 16
2021
Q1 		$2.04M Buy
13,371
+25
+0.2% +$3.6K 1.84% 17
2020
Q4 		$1.7M Buy
+13,346
New +$1.49M 1.82% 17

Other funds holding JPM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Bluesphere Advisors's JPM Position: Q3 2026 in Review

Bluesphere Advisors increased its JPMorgan Chase (JPM) stake by 0.14% in Q3 2026, buying an estimated $1.75K and bringing the position to 3,695 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #38.

Bluesphere Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.04M in Q1 2021. 1,597 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Bluesphere Advisors held 3,695 shares of JPMorgan Chase worth $1.22M as of Q3 2026.
  • Bluesphere Advisors bought 5 JPMorgan Chase shares in Q3 2026, an estimated $1.75K.
  • JPMorgan Chase made up 0.38% of Bluesphere Advisors's portfolio in Q3 2026, its #38 holding.
  • Bluesphere Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Bluesphere Advisors's JPMorgan Chase position peaked at $2.04M in Q1 2021.
  • 1,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.