Cobblestone Asset Management
JPM icon

Cobblestone Asset Management’s JPMorgan Chase JPM Stock Holding History

Cobblestone Asset 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 		$266K Hold
804
– – 0.11% 68
2026
Q2 		$263K Hold
804
– – 0.11% 69
2026
Q1 		$237K Hold
804
– – 0.11% 69
2025
Q4 		$259K Hold
804
– – 0.12% 63
2025
Q3 		$254K Hold
804
– – 0.12% 68
2025
Q2 		$233K Buy
+804
New +$205K 0.12% 63

Other funds holding JPM

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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cobblestone Asset Management's JPM Position: Q3 2026 in Review

Cobblestone Asset Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 804 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #68.

Cobblestone Asset Management first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 2,158 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Cobblestone Asset Management held 804 shares of JPMorgan Chase worth $266K as of Q3 2026.
  • Cobblestone Asset Management left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.11% of Cobblestone Asset Management's portfolio in Q3 2026, its #68 holding.
  • Cobblestone Asset Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • 2,158 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Cobblestone Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.