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

Cache 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 		$1.54M Buy
4,659
+2,743
+143% +$959K 0.09% 64
2026
Q2 		$627K Buy
1,916
+241
+14% +$74.8K 0.05% 95
2026
Q1 		$493K Buy
+1,675
New +$508K 0.06% 83

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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Cache Advisors's JPM Position: Q3 2026 in Review

Cache Advisors increased its JPMorgan Chase (JPM) stake by 143% in Q3 2026, buying an estimated $959K and bringing the position to 4,659 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #64.

Cache Advisors first reported a position in JPM in Q1 2026 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Cache Advisors held 4,659 shares of JPMorgan Chase worth $1.54M as of Q3 2026.
  • Cache Advisors bought 2,743 JPMorgan Chase shares in Q3 2026, an estimated $959K.
  • JPMorgan Chase made up 0.09% of Cache Advisors's portfolio in Q3 2026, its #64 holding.
  • Cache Advisors first reported a position in JPMorgan Chase in Q1 2026 and has held it in 3 quarters since.
  • 1,453 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.