CA
JPM icon

Crane Advisory’s JPMorgan Chase JPM Stock Holding History

Crane Advisory’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 		$471K Hold
1,416
– – 0.07% 33
2026
Q2 		$486K Hold
1,416
– – 0.07% 34
2026
Q1 		$439K Buy
1,416
+40
+3% +$12.1K 0.07% 34
2025
Q4 		$446K Buy
1,376
+85
+7% +$26.3K 0.07% 34
2025
Q3 		$394K Hold
1,291
– – 0.06% 35
2025
Q2 		$370K Hold
1,291
– – 0.06% 36
2025
Q1 		$305K Hold
1,291
– – 0.06% 33
2024
Q4 		$314K Hold
1,291
– – 0.06% 35
2024
Q3 		$272K Hold
1,291
– – 0.05% 37
2024
Q2 		$264K Buy
1,291
+51
+4% +$9.97K 0.05% 37
2024
Q1 		$243K Hold
1,240
– – 0.05% 37
2023
Q4 		$214K Buy
+1,240
New +$188K 0.05% 36

Other funds holding JPM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Crane Advisory's JPM Position: Q3 2026 in Review

Crane Advisory held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,416 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #33.

Crane Advisory first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $486K in Q2 2026. 620 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Crane Advisory held 1,416 shares of JPMorgan Chase worth $471K as of Q3 2026.
  • Crane Advisory left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.07% of Crane Advisory's portfolio in Q3 2026, its #33 holding.
  • Crane Advisory first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Crane Advisory's JPMorgan Chase position peaked at $486K in Q2 2026.
  • 620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Crane Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.