Enhancing Capital’s JPMorgan Chase JPM Stock Holding History

Enhancing 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	$7.61M	Buy	23,016 +16	+0.1%	+$5.6K	5.28%	4
2026 Q2	$7.53M	Hold	23,000	–	–	5.18%	4
2026 Q1	$6.77M	Hold	23,000	–	–	5.02%	4
2025 Q4	$7.41M	Hold	23,000	–	–	5.3%	4
2025 Q3	$7.25M	Hold	23,000	–	–	5.31%	3
2025 Q2	$6.67M	Hold	23,000	–	–	5.08%	2
2025 Q1	$5.64M	Hold	23,000	–	–	4.51%	3
2024 Q4	$5.51M	Buy	+23,000	New	+$5.36M	4.39%	3
2022 Q3	$2.91M	Hold	27,477	–	–	3.6%	4
2022 Q2	$3.09M	Sell	27,477 -13	-0%	-$1.61K	3.69%	3
2022 Q1	$3.75M	Hold	27,490	–	–	4%	3
2021 Q4	$4.35M	Buy	+27,490	New	+$4.51M	4.73%	3

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

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Enhancing Capital's JPM Position: Q3 2026 in Review

Enhancing Capital increased its JPMorgan Chase (JPM) stake by 0.07% in Q3 2026, buying an estimated $5.6K and bringing the position to 23,016 shares worth $7.61M. The position accounts for 5.28% of the portfolio, ranked #4.

Enhancing Capital first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. 2,292 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Enhancing Capital held 23,016 shares of JPMorgan Chase worth $7.61M as of Q3 2026.
Enhancing Capital bought 16 JPMorgan Chase shares in Q3 2026, an estimated $5.6K.
JPMorgan Chase made up 5.28% of Enhancing Capital's portfolio in Q3 2026, its #4 holding.
Enhancing Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
2,292 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Enhancing Capital's 13F filing for Q3 2026, filed 26 Oct 2026.