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Echo45 Advisors’s JPMorgan Chase JPM Stock Holding History

Echo45 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 		$639K Buy
1,932
+354
+22% +$124K 0.29% 48
2026
Q2 		$517K Sell
1,578
-222
-12% -$68.9K 0.27% 43
2026
Q1 		$529K Sell
1,800
-71
-4% -$21.5K 0.3% 43
2025
Q4 		$603K Buy
1,871
+28
+2% +$8.67K 0.34% 42
2025
Q3 		$581K Sell
1,843
-25
-1% -$7.43K 0.34% 32
2025
Q2 		$542K Sell
1,868
-18
-1% -$4.59K 0.34% 32
2025
Q1 		$463K Sell
1,886
-93
-5% -$23.7K 0.31% 34
2024
Q4 		$481K Buy
1,979
+156
+9% +$36.3K 0.32% 32
2024
Q3 		$383K Sell
1,823
-123
-6% -$25.9K 0.25% 34
2024
Q2 		$394K Sell
1,946
-200
-9% -$39.1K 0.28% 30
2024
Q1 		$430K Buy
2,146
+17
+0.8% +$3.07K 0.31% 27
2023
Q4 		$362K Buy
2,129
+376
+21% +$57K 0.28% 29
2023
Q3 		$254K Sell
1,753
-20
-1% -$3K 0.22% 32
2023
Q2 		$258K Sell
1,773
-99
-5% -$13.6K 0.21% 34
2023
Q1 		$244K Buy
1,872
+60
+3% +$8.22K 0.2% 38
2022
Q4 		$243K Sell
1,812
-179
-9% -$22.7K 0.22% 41
2022
Q3 		$208K Sell
1,991
-621
-24% -$71.3K 0.21% 37
2022
Q2 		$294K Sell
2,612
-1,384
-35% -$171K 0.28% 32
2022
Q1 		$545K Sell
3,996
-924
-19% -$136K 0.43% 31
2021
Q4 		$779K Buy
+4,920
New +$808K 0.62% 27

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Echo45 Advisors's JPM Position: Q3 2026 in Review

Echo45 Advisors increased its JPMorgan Chase (JPM) stake by 22% in Q3 2026, buying an estimated $124K and bringing the position to 1,932 shares worth $639K. The position accounts for 0.29% of the portfolio, ranked #48.

Echo45 Advisors first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $779K in Q4 2021. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Echo45 Advisors held 1,932 shares of JPMorgan Chase worth $639K as of Q3 2026.
  • Echo45 Advisors bought 354 JPMorgan Chase shares in Q3 2026, an estimated $124K.
  • JPMorgan Chase made up 0.29% of Echo45 Advisors's portfolio in Q3 2026, its #48 holding.
  • Echo45 Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Echo45 Advisors's JPMorgan Chase position peaked at $779K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.