Defender Capital’s JPMorgan Chase JPM Stock Holding History

Defender Capital’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	$568K	Hold	1,716	–	–	0.18%	26
2026 Q2	$562K	Hold	1,716	–	–	0.18%	25
2026 Q1	$505K	Hold	1,716	–	–	0.18%	21
2025 Q4	$553K	Buy	+1,716	New	+$531K	0.18%	25
2025 Q3	–	Sell	-1,709	Closed	-$495K	–	18
2025 Q2	$495K	Hold	1,709	–	–	0.17%	27
2025 Q1	$419K	Sell	1,709 -140	-8%	-$35.7K	0.17%	26
2024 Q4	$443K	Hold	1,849	–	–	0.16%	27
2024 Q3	$390K	Hold	1,849	–	–	0.13%	25
2024 Q2	$374K	Hold	1,849	–	–	0.13%	25
2024 Q1	$370K	Hold	1,849	–	–	0.13%	24
2023 Q4	$315K	Sell	1,849 -8	-0.4%	-$1.21K	0.11%	27
2023 Q3	$269K	Hold	1,857	–	–	0.1%	31
2023 Q2	$270K	Buy	1,857 +8	+0.4%	+$1.1K	0.09%	32
2023 Q1	$241K	Hold	1,849	–	–	0.08%	32
2022 Q4	$248K	Buy	+1,849	New	+$234K	0.1%	27
2022 Q3	–	Sell	-1,849	Closed	-$208K	–	34
2022 Q2	$208K	Hold	1,849	–	–	0.08%	32
2022 Q1	$252K	Hold	1,849	–	–	0.09%	32
2021 Q4	$293K	Buy	+1,849	New	+$304K	0.09%	33

Other funds holding JPM

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

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

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Defender Capital's JPM Position: Q3 2026 in Review

Defender Capital held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,716 shares worth $568K. The position accounts for 0.18% of the portfolio, ranked #26.

Defender Capital first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 1,453 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Defender Capital held 1,716 shares of JPMorgan Chase worth $568K as of Q3 2026.
Defender Capital left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 0.18% of Defender Capital's portfolio in Q3 2026, its #26 holding.
Defender Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
1,453 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Defender Capital's 13F filing for Q3 2026, filed 1 Oct 2026.