DDD Partners
JPM icon

DDD Partners’s JPMorgan Chase JPM Stock Holding History

DDD Partners’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 		$2.01M Buy
6,064
+1,746
+40% +$611K 0.11% 81
2026
Q2 		$1.41M Buy
4,318
+43
+1% +$13.4K 0.09% 73
2026
Q1 		$1.26M Buy
4,275
+1,689
+65% +$513K 0.09% 78
2025
Q4 		$833K Buy
2,586
+87
+3% +$26.9K 0.05% 80
2025
Q3 		$788K Buy
2,499
+1,023
+69% +$304K 0.05% 81
2025
Q2 		$428K Buy
1,476
+25
+2% +$6.38K 0.05% 87
2025
Q1 		$356K Buy
1,451
+35
+2% +$8.92K 0.04% 82
2024
Q4 		$339K Buy
1,416
+38
+3% +$8.85K 0.04% 83
2024
Q3 		$291K Buy
1,378
+361
+35% +$76K 0.03% 91
2024
Q2 		$206K Sell
1,017
-23
-2% -$4.5K 0.02% 91
2024
Q1 		$208K Buy
+1,040
New +$188K 0.03% 87

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

DDD Partners's JPM Position: Q3 2026 in Review

DDD Partners increased its JPMorgan Chase (JPM) stake by 40% in Q3 2026, buying an estimated $611K and bringing the position to 6,064 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #81.

DDD Partners first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. 3,086 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • DDD Partners held 6,064 shares of JPMorgan Chase worth $2.01M as of Q3 2026.
  • DDD Partners bought 1,746 JPMorgan Chase shares in Q3 2026, an estimated $611K.
  • JPMorgan Chase made up 0.11% of DDD Partners's portfolio in Q3 2026, its #81 holding.
  • DDD Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
  • 3,086 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.