Cove Private Wealth
JPM icon

Cove Private Wealth’s JPMorgan Chase JPM Stock Holding History

Cove Private Wealth’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 		$11.1M Buy
33,670
+1,549
+5% +$542K 1.95% 11
2026
Q2 		$10.5M Buy
32,121
+868
+3% +$270K 2.03% 10
2026
Q1 		$9.19M Buy
31,253
+1,172
+4% +$356K 2.09% 8
2025
Q4 		$9.7M Buy
30,081
+1,676
+6% +$519K 2.89% 7
2025
Q3 		$8.96M Buy
28,405
+80
+0.3% +$23.8K 2.84% 7
2025
Q2 		$8.21M Buy
28,325
+4,813
+20% +$1.23M 2.9% 5
2025
Q1 		$5.77M Buy
23,512
+3,814
+19% +$972K 3.03% 5
2024
Q4 		$4.72M Buy
19,698
+1,298
+7% +$302K 2.84% 7
2024
Q3 		$3.88M Hold
18,400
– – 3.01% 6
2024
Q2 		$3.72M Hold
18,400
– – 2.97% 6
2024
Q1 		$3.69M Hold
18,400
– – 3.15% 5
2023
Q4 		$3.13M Buy
+18,400
New +$2.79M 2.97% 5

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

Cove Private Wealth's JPM Position: Q3 2026 in Review

Cove Private Wealth increased its JPMorgan Chase (JPM) stake by 4.8% in Q3 2026, buying an estimated $542K and bringing the position to 33,670 shares worth $11.1M. The position accounts for 1.95% of the portfolio, ranked #11.

Cove Private Wealth first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Cove Private Wealth held 33,670 shares of JPMorgan Chase worth $11.1M as of Q3 2026.
  • Cove Private Wealth bought 1,549 JPMorgan Chase shares in Q3 2026, an estimated $542K.
  • JPMorgan Chase made up 1.95% of Cove Private Wealth's portfolio in Q3 2026, its #11 holding.
  • Cove Private Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.