David J. Yvars Group
JPM icon

David J. Yvars Group’s JPMorgan Chase JPM Stock Holding History

David J. Yvars 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 		$225K Sell
681
-87
-11% -$30.4K 0.1% 93
2026
Q2 		$251K Hold
768
– – 0.12% 83
2026
Q1 		$226K Hold
768
– – 0.13% 80
2025
Q4 		$247K Hold
768
– – 0.13% 75
2025
Q3 		$242K Hold
768
– – 0.13% 80
2025
Q2 		$223K Buy
+768
New +$196K 0.13% 74
2024
Q4 		– Sell
-1,880
Closed -$396K – 82
2024
Q3 		$396K Hold
1,880
– – 0.25% 50
2024
Q2 		$380K Buy
1,880
+123
+7% +$24K 0.24% 49
2024
Q1 		$352K Hold
1,757
– – 0.24% 53
2023
Q4 		$299K Hold
1,757
– – 0.24% 51
2023
Q3 		$255K Hold
1,757
– – 0.21% 58
2023
Q2 		$256K Buy
1,757
+52
+3% +$7.15K 0.21% 61
2023
Q1 		$222K Buy
1,705
+177
+12% +$24.3K 0.2% 64
2022
Q4 		$205K Buy
+1,528
New +$194K 0.26% 57
2022
Q2 		– Sell
-2,539
Closed -$346K – 70
2022
Q1 		$346K Sell
2,539
-715
-22% -$106K 0.24% 54
2021
Q4 		$515K Buy
3,254
+15
+0.5% +$2.46K 0.32% 42
2021
Q3 		$541K Buy
3,239
+6
+0.2% +$941 0.32% 45
2021
Q2 		$503K Buy
3,233
+200
+7% +$31.4K 0.28% 52
2021
Q1 		$462K Buy
3,033
+381
+14% +$54.8K 0.29% 47
2020
Q4 		$337K Buy
+2,652
New +$296K 0.23% 54

Other funds holding JPM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

David J. Yvars Group's JPM Position: Q3 2026 in Review

David J. Yvars Group reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2026, selling an estimated $30.4K and leaving 681 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #93.

David J. Yvars Group first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. The position peaked at $541K in Q3 2021. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • David J. Yvars Group held 681 shares of JPMorgan Chase worth $225K as of Q3 2026.
  • David J. Yvars Group sold 87 JPMorgan Chase shares in Q3 2026, an estimated $30.4K.
  • JPMorgan Chase made up 0.1% of David J. Yvars Group's portfolio in Q3 2026, its #93 holding.
  • David J. Yvars Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • David J. Yvars Group's JPMorgan Chase position peaked at $541K in Q3 2021.
  • 1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.