EPIQ Partners’s JPMorgan Chase JPM Stock Holding History

EPIQ Partners’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	$353K	Hold	1,068	–	–	0.15%	74
2026 Q2	$350K	Hold	1,068	–	–	0.15%	72
2026 Q1	$314K	Hold	1,068	–	–	0.15%	66
2025 Q4	$344K	Hold	1,068	–	–	0.16%	59
2025 Q3	$337K	Hold	1,068	–	–	0.16%	59
2025 Q2	$310K	Hold	1,068	–	–	0.16%	59
2025 Q1	$262K	Hold	1,068	–	–	0.14%	68
2024 Q4	$256K	Hold	1,068	–	–	0.14%	65
2024 Q3	$225K	Hold	1,068	–	–	0.12%	75
2024 Q2	$216K	Hold	1,068	–	–	0.15%	67
2024 Q1	$214K	Buy	+1,068	New	+$193K	0.14%	70
2022 Q1	–	Sell	-1,303	Closed	-$206K	–	91
2021 Q4	$206K	Sell	1,303 -7	-0.5%	-$1.15K	0.11%	85
2021 Q3	$214K	Sell	1,310 -12	-0.9%	-$1.88K	0.1%	92
2021 Q2	$206K	Buy	+1,322	New	+$208K	0.1%	88

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

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

EPIQ Partners's JPM Position: Q3 2026 in Review

EPIQ Partners held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,068 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #74.

EPIQ Partners first reported a position in JPM in Q2 2021 and has held it in 14 quarters since. 2,207 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

EPIQ Partners held 1,068 shares of JPMorgan Chase worth $353K as of Q3 2026.
EPIQ Partners left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 0.15% of EPIQ Partners's portfolio in Q3 2026, its #74 holding.
EPIQ Partners first reported a position in JPMorgan Chase in Q2 2021 and has held it in 14 quarters since.
2,207 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.