Crown Wealth Group
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Crown Wealth Group’s JPMorgan Chase JPM Stock Holding History

Crown Wealth Group’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 		$1.85M Buy
5,589
+8
+0.1% +$2.8K 0.46% 32
2026
Q2 		$1.83M Buy
5,581
+76
+1% +$23.6K 0.46% 33
2026
Q1 		$1.62M Buy
5,505
+145
+3% +$44K 0.48% 34
2025
Q4 		$1.73M Buy
5,360
+488
+10% +$151K 0.48% 37
2025
Q3 		$1.54M Buy
4,872
+547
+13% +$163K 0.46% 33
2025
Q2 		$1.25M Buy
4,325
+5
+0.1% +$1.28K 0.47% 32
2025
Q1 		$1.06M Buy
4,320
+222
+5% +$56.6K 0.55% 32
2024
Q4 		$982K Sell
4,098
-35
-0.8% -$8.15K 0.4% 40
2024
Q3 		$871K Sell
4,133
-194
-4% -$40.9K 0.38% 44
2024
Q2 		$875K Sell
4,327
-210
-5% -$41.1K 0.44% 37
2024
Q1 		$909K Buy
4,537
+154
+4% +$27.8K 0.47% 30
2023
Q4 		$746K Buy
4,383
+217
+5% +$32.9K 0.45% 31
2023
Q3 		$604K Sell
4,166
-360
-8% -$54K 0.45% 32
2023
Q2 		$658K Sell
4,526
-240
-5% -$33K 0.52% 26
2023
Q1 		$621K Buy
4,766
+2,230
+88% +$306K 0.52% 27
2022
Q4 		$340K Buy
2,536
+81
+3% +$10.3K 0.32% 42
2022
Q3 		$257K Buy
2,455
+393
+19% +$45.1K 0.26% 47
2022
Q2 		$232K Sell
2,062
-300
-13% -$37.2K 0.21% 61
2022
Q1 		$322K Buy
+2,362
New +$349K 0.22% 64

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

Crown Wealth Group's JPM Position: Q3 2026 in Review

Crown Wealth Group increased its JPMorgan Chase (JPM) stake by 0.14% in Q3 2026, buying an estimated $2.8K and bringing the position to 5,589 shares worth $1.85M. The position accounts for 0.46% of the portfolio, ranked #32.

Crown Wealth Group first reported a position in JPM in Q1 2022 and has held it in 19 quarters since. 2,363 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Crown Wealth Group held 5,589 shares of JPMorgan Chase worth $1.85M as of Q3 2026.
  • Crown Wealth Group bought 8 JPMorgan Chase shares in Q3 2026, an estimated $2.8K.
  • JPMorgan Chase made up 0.46% of Crown Wealth Group's portfolio in Q3 2026, its #32 holding.
  • Crown Wealth Group first reported a position in JPMorgan Chase in Q1 2022 and has held it in 19 quarters since.
  • 2,363 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.