Ethos Capital Management
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Ethos Capital Management’s JPMorgan Chase JPM Stock Holding History

Ethos Capital Management’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 		$2.99M Buy
9,050
+652
+8% +$228K 2% 12
2026
Q2 		$2.75M Buy
8,398
+2,339
+39% +$726K 1.96% 11
2026
Q1 		$1.78M Buy
6,059
+895
+17% +$272K 1.53% 22
2025
Q4 		$1.66M Buy
+5,164
New +$1.6M 1.57% 18

Other funds holding JPM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ethos Capital Management's JPM Position: Q3 2026 in Review

Ethos Capital Management increased its JPMorgan Chase (JPM) stake by 7.8% in Q3 2026, buying an estimated $228K and bringing the position to 9,050 shares worth $2.99M. The position accounts for 2% of the portfolio, ranked #12.

Ethos Capital Management first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 2,903 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ethos Capital Management held 9,050 shares of JPMorgan Chase worth $2.99M as of Q3 2026.
  • Ethos Capital Management bought 652 JPMorgan Chase shares in Q3 2026, an estimated $228K.
  • JPMorgan Chase made up 2% of Ethos Capital Management's portfolio in Q3 2026, its #12 holding.
  • Ethos Capital Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 2,903 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.