Chronos Wealth Management
JPM icon

Chronos Wealth Management’s JPMorgan Chase JPM Stock Holding History

Chronos 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 		$13.1M Sell
39,578
-216
-0.5% -$75.6K 5.83% 6
2026
Q2 		$13M Sell
39,794
-416
-1% -$129K 5.78% 4
2026
Q1 		$11.8M Sell
40,210
-144
-0.4% -$43.7K 5.72% 4
2025
Q4 		$13M Sell
40,354
-265
-0.7% -$82K 6.02% 5
2025
Q3 		$12.8M Sell
40,619
-568
-1% -$169K 6.28% 5
2025
Q2 		$11.9M Buy
41,187
+125
+0.3% +$31.9K 6.19% 6
2025
Q1 		$10.1M Sell
41,062
-400
-1% -$102K 5.4% 8
2024
Q4 		$9.9M Sell
41,462
-210
-0.5% -$48.9K 5.08% 7
2024
Q3 		$8.79M Buy
41,672
+969
+2% +$204K 4.58% 8
2024
Q2 		$8.23M Buy
40,703
+8
+0% +$1.56K 4.58% 8
2024
Q1 		$8.15M Sell
40,695
-144
-0.4% -$26K 4.77% 9
2023
Q4 		$6.95M Buy
40,839
+616
+2% +$93.4K 4.42% 10
2023
Q3 		$5.83M Sell
40,223
-8
-0% -$1.2K 4.08% 10
2023
Q2 		$5.85M Buy
40,231
+62
+0.2% +$8.53K 4.05% 10
2023
Q1 		$5.23M Buy
40,169
+566
+1% +$77.6K 3.93% 15
2022
Q4 		$5.31M Sell
39,603
-190
-0.5% -$24.1K 4.19% 12
2022
Q3 		$4.16M Buy
39,793
+86
+0.2% +$9.9K 3.44% 15
2022
Q2 		$4.47M Buy
39,707
+537
+1% +$66.5K 3.35% 15
2022
Q1 		$5.34M Buy
39,170
+906
+2% +$134K 3.4% 15
2021
Q4 		$6.06M Buy
38,264
+219
+0.6% +$36K 3.67% 10
2021
Q3 		$6.23M Sell
38,045
-70
-0.2% -$11K 4.24% 8
2021
Q2 		$5.93M Buy
38,115
+1,557
+4% +$245K 4.07% 10
2021
Q1 		$5.56M Sell
36,558
-217
-0.6% -$31.2K 4.21% 10
2020
Q4 		$4.67M Sell
36,775
-1,078
-3% -$120K 3.83% 12
2020
Q3 		$3.64M Buy
37,853
+1,259
+3% +$124K 3.28% 14
2020
Q2 		$3.44M Sell
36,594
-403
-1% -$38.2K 3.33% 14
2020
Q1 		$3.33M Buy
36,997
+1,584
+4% +$192K 3.84% 13
2019
Q4 		$4.94M Buy
+35,413
New +$4.54M 4.85% 8

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

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

Chronos Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.54% in Q3 2026, selling an estimated $75.6K and leaving 39,578 shares worth $13.1M. The position accounts for 5.83% of the portfolio, ranked #6.

Chronos Wealth Management first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Chronos Wealth Management held 39,578 shares of JPMorgan Chase worth $13.1M as of Q3 2026.
  • Chronos Wealth Management sold 216 JPMorgan Chase shares in Q3 2026, an estimated $75.6K.
  • JPMorgan Chase made up 5.83% of Chronos Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Chronos Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Chronos Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.