Diversified Enterprises’s JPMorgan Chase JPM Stock Holding History

Diversified Enterprises’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	$9.6M	Buy	29,027 +2,155	+8%	+$754K	0.44%	27
2026 Q2	$8.8M	Sell	26,872 -241	-0.9%	-$74.8K	0.43%	29
2026 Q1	$7.98M	Sell	27,113 -523	-2%	-$159K	0.44%	29
2025 Q4	$8.9M	Buy	27,636 +5,596	+25%	+$1.73M	0.53%	24
2025 Q3	$6.95M	Buy	22,040 +327	+2%	+$97.3K	0.47%	24
2025 Q2	$6.29M	Sell	21,713 -258	-1%	-$65.8K	0.47%	23
2025 Q1	$5.39M	Buy	21,971 +8,754	+66%	+$2.23M	0.45%	22
2024 Q4	$3.17M	Buy	13,217 +1,703	+15%	+$397K	0.3%	27
2024 Q3	$2.43M	Buy	+11,514	New	+$2.43M	0.27%	36

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Diversified Enterprises's JPM Position: Q3 2026 in Review

Diversified Enterprises increased its JPMorgan Chase (JPM) stake by 8% in Q3 2026, buying an estimated $754K and bringing the position to 29,027 shares worth $9.6M. The position accounts for 0.44% of the portfolio, ranked #27.

Diversified Enterprises first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Diversified Enterprises held 29,027 shares of JPMorgan Chase worth $9.6M as of Q3 2026.
Diversified Enterprises bought 2,155 JPMorgan Chase shares in Q3 2026, an estimated $754K.
JPMorgan Chase made up 0.44% of Diversified Enterprises's portfolio in Q3 2026, its #27 holding.
Diversified Enterprises first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.