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Collective Family Office’s JPMorgan Chase JPM Stock Holding History

Collective Family Office’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 		$978K Sell
2,957
-73
-2% -$25.5K 0.2% 78
2026
Q2 		$992K Sell
3,030
-150
-5% -$46.6K 0.2% 81
2026
Q1 		$935K Sell
3,180
-159
-5% -$48.3K 0.21% 77
2025
Q4 		$1.08M Buy
3,339
+32
+1% +$9.91K 0.25% 74
2025
Q3 		$1.04M Sell
3,307
-124
-4% -$36.9K 0.25% 76
2025
Q2 		$995K Sell
3,431
-498
-13% -$127K 0.26% 77
2025
Q1 		$964K Sell
3,929
-266
-6% -$67.8K 0.26% 72
2024
Q4 		$1.01M Sell
4,195
-43
-1% -$10K 0.28% 74
2024
Q3 		$894K Sell
4,238
-451
-10% -$95K 0.24% 82
2024
Q2 		$948K Buy
4,689
+975
+26% +$191K 0.28% 79
2024
Q1 		$744K Buy
3,714
+327
+10% +$59K 0.24% 86
2023
Q4 		$576K Sell
3,387
-125
-4% -$18.9K 0.2% 96
2023
Q3 		$509K Sell
3,512
-44
-1% -$6.6K 0.2% 101
2023
Q2 		$517K Sell
3,556
-119
-3% -$16.4K 0.2% 99
2023
Q1 		$479K Sell
3,675
-1,369
-27% -$188K 0.2% 101
2022
Q4 		$676K Sell
5,044
-373
-7% -$47.3K 0.3% 76
2022
Q3 		$566K Sell
5,417
-3,396
-39% -$390K 0.28% 88
2022
Q2 		$992K Sell
8,813
-64
-0.7% -$7.93K 0.43% 68
2022
Q1 		$1.21M Buy
8,877
+1,310
+17% +$193K 0.46% 58
2021
Q4 		$1.2M Buy
7,567
+369
+5% +$60.6K 0.47% 61
2021
Q3 		$1.18M Buy
7,198
+51
+0.7% +$8K 0.51% 53
2021
Q2 		$1.11M Buy
7,147
+2
+0% +$314 0.48% 59
2021
Q1 		$1.09M Buy
7,145
+573
+9% +$82.4K 0.53% 51
2020
Q4 		$835K Buy
+6,572
New +$735K 0.46% 64

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Collective Family Office's JPM Position: Q3 2026 in Review

Collective Family Office reduced its JPMorgan Chase (JPM) stake by 2.4% in Q3 2026, selling an estimated $25.5K and leaving 2,957 shares worth $978K. The position accounts for 0.2% of the portfolio, ranked #78.

Collective Family Office first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.21M in Q1 2022. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Collective Family Office held 2,957 shares of JPMorgan Chase worth $978K as of Q3 2026.
  • Collective Family Office sold 73 JPMorgan Chase shares in Q3 2026, an estimated $25.5K.
  • JPMorgan Chase made up 0.2% of Collective Family Office's portfolio in Q3 2026, its #78 holding.
  • Collective Family Office first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Collective Family Office's JPMorgan Chase position peaked at $1.21M in Q1 2022.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.