DecisionPoint Financial’s JPMorgan Chase JPM Stock Holding History

DecisionPoint Financial’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	$750K	Buy	2,252 +1,421	+171%	+$497K	0.13%	35
2026 Q2	$277K	Buy	831 +23	+3%	+$7.14K	0.05%	45
2026 Q1	$238K	Hold	808	–	–	0.05%	44
2025 Q4	$260K	Buy	808 +174	+27%	+$53.9K	0.06%	42
2025 Q3	$197K	Hold	634	–	–	0.05%	47
2025 Q2	$184K	Buy	634 +24	+4%	+$6.12K	0.05%	46
2025 Q1	$150K	Hold	610	–	–	0.04%	45
2024 Q4	$146K	Hold	610	–	–	0.04%	43
2024 Q3	$129K	Hold	610	–	–	0.04%	45
2024 Q2	$130K	Hold	610	–	–	0.04%	45
2024 Q1	$118K	Hold	610	–	–	0.05%	45
2023 Q4	$104K	Sell	610 -12	-2%	-$1.82K	0.04%	45
2023 Q3	$90.2K	Buy	622 +12	+2%	+$1.8K	0.05%	40
2023 Q2	$88.7K	Sell	610 -23	-4%	-$3.16K	0.05%	42
2023 Q1	$82.5K	Buy	633 +23	+4%	+$3.15K	0.05%	43
2022 Q4	$81.8K	Buy	+610	New	+$77.3K	0.05%	40

Other funds holding JPM

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DecisionPoint Financial's JPM Position: Q3 2026 in Review

DecisionPoint Financial increased its JPMorgan Chase (JPM) stake by 171% in Q3 2026, buying an estimated $497K and bringing the position to 2,252 shares worth $750K. The position accounts for 0.13% of the portfolio, ranked #35.

DecisionPoint Financial first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 2,005 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

DecisionPoint Financial held 2,252 shares of JPMorgan Chase worth $750K as of Q3 2026.
DecisionPoint Financial bought 1,421 JPMorgan Chase shares in Q3 2026, an estimated $497K.
JPMorgan Chase made up 0.13% of DecisionPoint Financial's portfolio in Q3 2026, its #35 holding.
DecisionPoint Financial first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
2,005 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.