Ehrlich Financial Group
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Ehrlich Financial Group’s JPMorgan Chase JPM Stock Holding History

Ehrlich Financial Group’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 		$996K Buy
3,010
+17
+0.6% +$5.95K 0.52% 44
2026
Q2 		$980K Sell
2,993
-56
-2% -$17.4K 0.5% 48
2026
Q1 		$897K Sell
3,049
-53
-2% -$16.1K 0.52% 49
2025
Q4 		$1000K Sell
3,102
-35
-1% -$10.8K 0.57% 46
2025
Q3 		$990K Sell
3,137
-177
-5% -$52.6K 0.59% 47
2025
Q2 		$961K Buy
3,314
+103
+3% +$26.3K 0.62% 44
2025
Q1 		$788K Sell
3,211
-75
-2% -$19.1K 0.57% 49
2024
Q4 		$788K Sell
3,286
-43
-1% -$10K 0.56% 41
2024
Q3 		$702K Buy
3,329
+54
+2% +$11.4K 0.5% 42
2024
Q2 		$662K Sell
3,275
-14
-0.4% -$2.74K 0.52% 40
2024
Q1 		$659K Sell
3,289
-85
-3% -$15.3K 0.55% 40
2023
Q4 		$574K Buy
+3,374
New +$511K 0.58% 48

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ehrlich Financial Group's JPM Position: Q3 2026 in Review

Ehrlich Financial Group increased its JPMorgan Chase (JPM) stake by 0.57% in Q3 2026, buying an estimated $5.95K and bringing the position to 3,010 shares worth $996K. The position accounts for 0.52% of the portfolio, ranked #44.

Ehrlich Financial Group first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1000K in Q4 2025. 2,055 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ehrlich Financial Group held 3,010 shares of JPMorgan Chase worth $996K as of Q3 2026.
  • Ehrlich Financial Group bought 17 JPMorgan Chase shares in Q3 2026, an estimated $5.95K.
  • JPMorgan Chase made up 0.52% of Ehrlich Financial Group's portfolio in Q3 2026, its #44 holding.
  • Ehrlich Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Ehrlich Financial Group's JPMorgan Chase position peaked at $1000K in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.