BNB Wealth Management
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BNB Wealth Management’s JPMorgan Chase JPM Stock Holding History

BNB Wealth 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 		$1.11M Buy
3,353
+307
+10% +$107K 0.61% 33
2026
Q2 		$997K Sell
3,046
-82
-3% -$25.5K 0.55% 36
2026
Q1 		$920K Sell
3,128
-521
-14% -$158K 0.59% 37
2025
Q4 		$1.18M Buy
+3,649
New +$1.13M 0.76% 35

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

BNB Wealth Management's JPM Position: Q3 2026 in Review

BNB Wealth Management increased its JPMorgan Chase (JPM) stake by 10% in Q3 2026, buying an estimated $107K and bringing the position to 3,353 shares worth $1.11M. The position accounts for 0.61% of the portfolio, ranked #33.

BNB Wealth Management first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q4 2025. 2,355 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • BNB Wealth Management held 3,353 shares of JPMorgan Chase worth $1.11M as of Q3 2026.
  • BNB Wealth Management bought 307 JPMorgan Chase shares in Q3 2026, an estimated $107K.
  • JPMorgan Chase made up 0.61% of BNB Wealth Management's portfolio in Q3 2026, its #33 holding.
  • BNB Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • BNB Wealth Management's JPMorgan Chase position peaked at $1.18M in Q4 2025.
  • 2,355 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on BNB Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.