Capital Advantage
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Capital Advantage’s JPMorgan Chase JPM Stock Holding History

Capital Advantage’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 		$1.08M Buy
3,272
+10
+0.3% +$3.5K 0.13% 67
2026
Q2 		$1.07M Sell
3,262
-10
-0.3% -$3.1K 0.13% 67
2026
Q1 		$963K Buy
3,272
+83
+3% +$25.2K 0.13% 70
2025
Q4 		$1.03M Sell
3,189
-21
-0.7% -$6.5K 0.14% 65
2025
Q3 		$1.01M Buy
3,210
+1
+0% +$297 0.15% 61
2025
Q2 		$930K Sell
3,209
-159
-5% -$40.6K 0.15% 64
2025
Q1 		$807K Hold
3,368
– – 0.15% 62
2024
Q4 		$807K Buy
+3,368
New +$784K 0.15% 62
2021
Q2 		– Sell
-2,050
Closed -$312K – 78
2021
Q1 		$312K Buy
2,050
+145
+8% +$20.9K 0.09% 86
2020
Q4 		$239K Buy
+1,905
New +$213K 0.07% 95
2020
Q3 		– Sell
-2,216
Closed -$208K – 97
2020
Q2 		$208K Buy
2,216
+4
+0.2% +$380 0.07% 87
2020
Q1 		$211K Buy
2,212
+5
+0.2% +$607 0.08% 83
2019
Q4 		$294K Buy
2,207
+66
+3% +$8.46K 0.09% 73
2019
Q3 		$252K Buy
+2,141
New +$242K 0.09% 76
2019
Q1 		– Sell
-2,155
Closed -$210K – 81
2018
Q4 		$210K Buy
2,155
+24
+1% +$2.56K 0.08% 67
2018
Q3 		$241K Buy
2,131
+1
+0% +$114 0.06% 70
2018
Q2 		$222K Buy
2,130
+234
+12% +$25.7K 0.05% 75
2018
Q1 		$209K Buy
+1,896
New +$215K 0.05% 71
2017
Q2 		– Sell
-2,594
Closed -$228K – 78
2017
Q1 		$228K Sell
2,594
-213
-8% -$18.8K 0.06% 73
2016
Q4 		$242K Buy
+2,807
New +$214K 0.07% 71

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

Capital Advantage's JPM Position: Q3 2026 in Review

Capital Advantage increased its JPMorgan Chase (JPM) stake by 0.31% in Q3 2026, buying an estimated $3.5K and bringing the position to 3,272 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #67.

Capital Advantage first reported a position in JPM in Q4 2016 and has held it in 20 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Capital Advantage held 3,272 shares of JPMorgan Chase worth $1.08M as of Q3 2026.
  • Capital Advantage bought 10 JPMorgan Chase shares in Q3 2026, an estimated $3.5K.
  • JPMorgan Chase made up 0.13% of Capital Advantage's portfolio in Q3 2026, its #67 holding.
  • Capital Advantage first reported a position in JPMorgan Chase in Q4 2016 and has held it in 20 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.