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Essential Partners’s JPMorgan Chase JPM Stock Holding History

Essential 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 		$377K Buy
1,139
+58
+5% +$20.3K 0.17% 113
2026
Q2 		$354K Buy
1,081
+242
+29% +$75.2K 0.16% 125
2026
Q1 		$247K Buy
839
+6
+0.7% +$1.82K 0.08% 259
2025
Q4 		$268K Buy
833
+76
+10% +$23.5K 0.08% 268
2025
Q3 		$239K Buy
757
+167
+28% +$49.7K 0.08% 292
2025
Q2 		$171K Buy
+590
New +$151K 0.07% 294

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Essential Partners's JPM Position: Q3 2026 in Review

Essential Partners increased its JPMorgan Chase (JPM) stake by 5.4% in Q3 2026, buying an estimated $20.3K and bringing the position to 1,139 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #113.

Essential Partners first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 1,029 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Essential Partners held 1,139 shares of JPMorgan Chase worth $377K as of Q3 2026.
  • Essential Partners bought 58 JPMorgan Chase shares in Q3 2026, an estimated $20.3K.
  • JPMorgan Chase made up 0.17% of Essential Partners's portfolio in Q3 2026, its #113 holding.
  • Essential Partners first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • 1,029 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.