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Cadent Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Cadent Capital 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 		$1.73M Buy
5,215
+7
+0.1% +$2.45K 0.37% 74
2026
Q2 		$1.7M Buy
5,208
+975
+23% +$303K 0.35% 76
2026
Q1 		$1.25M Buy
4,233
+4
+0.1% +$1.21K 0.32% 68
2025
Q4 		$1.36M Sell
4,229
-20
-0.5% -$6.19K 0.35% 62
2025
Q3 		$1.34M Buy
4,249
+2,393
+129% +$712K 0.35% 68
2025
Q2 		$538K Sell
1,856
-75
-4% -$19.1K 0.17% 94
2025
Q1 		$474K Buy
1,931
+5
+0.3% +$1.27K 0.17% 81
2024
Q4 		$462K Buy
1,926
+268
+16% +$62.4K 0.16% 85
2024
Q3 		$350K Buy
1,658
+321
+24% +$67.6K 0.11% 111
2024
Q2 		$270K Buy
1,337
+3
+0.2% +$587 0.11% 111
2024
Q1 		$267K Buy
1,334
+3
+0.2% +$541 0.11% 110
2023
Q4 		$226K Buy
+1,331
New +$202K 0.11% 110
2022
Q2 		– Sell
-3,155
Closed -$430K – 133
2022
Q1 		$430K Buy
3,155
+1,113
+55% +$164K 0.2% 74
2021
Q4 		$323K Sell
2,042
-116
-5% -$19.1K 0.14% 88
2021
Q3 		$353K Sell
2,158
-44
-2% -$6.9K 0.16% 81
2021
Q2 		$342K Buy
2,202
+105
+5% +$16.5K 0.14% 94
2021
Q1 		$319K Buy
2,097
+144
+7% +$20.7K 0.14% 91
2020
Q4 		$248K Buy
+1,953
New +$218K 0.12% 94

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cadent Capital Advisors's JPM Position: Q3 2026 in Review

Cadent Capital Advisors increased its JPMorgan Chase (JPM) stake by 0.13% in Q3 2026, buying an estimated $2.45K and bringing the position to 5,215 shares worth $1.73M. The position accounts for 0.37% of the portfolio, ranked #74.

Cadent Capital Advisors first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. 794 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Cadent Capital Advisors held 5,215 shares of JPMorgan Chase worth $1.73M as of Q3 2026.
  • Cadent Capital Advisors bought 7 JPMorgan Chase shares in Q3 2026, an estimated $2.45K.
  • JPMorgan Chase made up 0.37% of Cadent Capital Advisors's portfolio in Q3 2026, its #74 holding.
  • Cadent Capital Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • 794 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.