Detalus Advisors
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Detalus Advisors’s JPMorgan Chase JPM Stock Holding History

Detalus Advisors’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 		$762K Buy
2,305
+2
+0.1% +$700 0.15% 73
2026
Q2 		$754K Sell
2,303
-323
-12% -$100K 0.15% 74
2026
Q1 		$772K Sell
2,626
-56
-2% -$17K 0.18% 69
2025
Q4 		$864K Buy
2,682
+6
+0.2% +$1.86K 0.21% 63
2025
Q3 		$844K Buy
2,676
+4
+0.1% +$1.19K 0.22% 59
2025
Q2 		$775K Buy
2,672
+21
+0.8% +$5.36K 0.22% 59
2025
Q1 		$650K Sell
2,651
-57
-2% -$14.5K 0.2% 68
2024
Q4 		$649K Sell
2,708
-91
-3% -$21.2K 0.21% 64
2024
Q3 		$590K Buy
2,799
+146
+6% +$30.8K 0.2% 69
2024
Q2 		$537K Buy
2,653
+871
+49% +$170K 0.18% 75
2024
Q1 		$357K Buy
1,782
+68
+4% +$12.3K 0.13% 96
2023
Q4 		$292K Buy
1,714
+79
+5% +$12K 0.12% 110
2023
Q3 		$237K Sell
1,635
-100
-6% -$15K 0.11% 114
2023
Q2 		$252K Sell
1,735
-801
-32% -$110K 0.11% 117
2023
Q1 		$330K Sell
2,536
-25
-1% -$3.42K 0.16% 96
2022
Q4 		$343K Buy
2,561
+99
+4% +$12.5K 0.17% 97
2022
Q3 		$257K Buy
2,462
+600
+32% +$68.9K 0.15% 105
2022
Q2 		$210K Buy
+1,862
New +$231K 0.12% 107
2022
Q1 		– Sell
-1,332
Closed -$211K – 124
2021
Q4 		$211K Sell
1,332
-410
-24% -$67.3K 0.1% 116
2021
Q3 		$285K Hold
1,742
– – 0.14% 92
2021
Q2 		$271K Sell
1,742
-808
-32% -$127K 0.14% 95
2021
Q1 		$388K Sell
2,550
-325
-11% -$46.8K 0.23% 75
2020
Q4 		$365K Sell
2,875
-33
-1% -$3.69K 0.23% 72
2020
Q3 		$280K Buy
2,908
+167
+6% +$16.4K 0.2% 72
2020
Q2 		$258K Hold
2,741
– – 0.2% 77
2020
Q1 		$247K Buy
2,741
+10
+0.4% +$1.22K 0.23% 69
2019
Q4 		$381K Buy
+2,731
New +$350K 0.28% 61

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Detalus Advisors's JPM Position: Q3 2026 in Review

Detalus Advisors increased its JPMorgan Chase (JPM) stake by 0.09% in Q3 2026, buying an estimated $700 and bringing the position to 2,305 shares worth $762K. The position accounts for 0.15% of the portfolio, ranked #73.

Detalus Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $864K in Q4 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Detalus Advisors held 2,305 shares of JPMorgan Chase worth $762K as of Q3 2026.
  • Detalus Advisors bought 2 JPMorgan Chase shares in Q3 2026, an estimated $700.
  • JPMorgan Chase made up 0.15% of Detalus Advisors's portfolio in Q3 2026, its #73 holding.
  • Detalus Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Detalus Advisors's JPMorgan Chase position peaked at $864K in Q4 2025.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.