Exchange Traded Concepts
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Exchange Traded Concepts’s JPMorgan Chase JPM Stock Holding History

Exchange Traded Concepts’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 		$21.9M Buy
66,135
+3,110
+5% +$1.09M 0.09% 210
2026
Q2 		$20.6M Sell
63,025
-8,324
-12% -$2.59M 0.09% 209
2026
Q1 		$21M Buy
71,349
+10,996
+18% +$3.34M 0.15% 151
2025
Q4 		$19.4M Sell
60,353
-13,844
-19% -$4.29M 0.15% 141
2025
Q3 		$23.4M Buy
74,197
+18,768
+34% +$5.58M 0.2% 104
2025
Q2 		$16.1M Buy
55,429
+2,742
+5% +$700K 0.2% 126
2025
Q1 		$12.9M Buy
52,687
+51,478
+4,258% +$13.1M 0.22% 110
2024
Q4 		$290K Sell
1,209
-41,688
-97% -$9.7M 0.01% 906
2024
Q3 		$9.05M Buy
42,897
+376
+0.9% +$79.2K 0.21% 128
2024
Q2 		$8.6M Buy
42,521
+42,455
+64,326% +$8.3M 0.22% 122
2024
Q1 		$13.2K Sell
66
-620
-90% -$112K ﹤0.01% 1103
2023
Q4 		$117K Sell
686
-51,204
-99% -$7.76M ﹤0.01% 869
2023
Q3 		$7.53M Buy
51,890
+1,452
+3% +$218K 0.21% 106
2023
Q2 		$7.34M Buy
50,438
+1,803
+4% +$248K 0.18% 138
2023
Q1 		$6.34M Buy
48,635
+643
+1% +$88.1K 0.17% 107
2022
Q4 		$6.44M Sell
47,992
-1,814
-4% -$230K 0.18% 99
2022
Q3 		$5.2M Buy
49,806
+5,000
+11% +$574K 0.17% 73
2022
Q2 		$5.05M Buy
44,806
+4,123
+10% +$511K 0.15% 88
2022
Q1 		$5.55M Buy
40,683
+3,088
+8% +$456K 0.11% 109
2021
Q4 		$5.95M Sell
37,595
-65
-0.2% -$10.7K 0.12% 112
2021
Q3 		$6.16M Buy
37,660
+34,073
+950% +$5.34M 0.16% 85
2021
Q2 		$558K Sell
3,587
-13,207
-79% -$2.07M 0.02% 492
2021
Q1 		$2.56M Sell
16,794
-19,342
-54% -$2.78M 0.1% 164
2020
Q4 		$4.59M Sell
36,136
-45,791
-56% -$5.12M 0.21% 71
2020
Q3 		$7.89M Buy
81,927
+46,062
+128% +$4.52M 0.45% 38
2020
Q2 		$3.37M Buy
35,865
+35,792
+49,030% +$3.4M 0.56% 62
2020
Q1 		$7K Sell
73
-13,623
-99% -$1.66M ﹤0.01% 373
2019
Q4 		$1.91M Buy
+13,696
New +$1.76M 0.4% 33

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Exchange Traded Concepts's JPM Position: Q3 2026 in Review

Exchange Traded Concepts increased its JPMorgan Chase (JPM) stake by 4.9% in Q3 2026, buying an estimated $1.09M and bringing the position to 66,135 shares worth $21.9M. The position accounts for 0.09% of the portfolio, ranked #210.

Exchange Traded Concepts first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $23.4M in Q3 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Exchange Traded Concepts held 66,135 shares of JPMorgan Chase worth $21.9M as of Q3 2026.
  • Exchange Traded Concepts bought 3,110 JPMorgan Chase shares in Q3 2026, an estimated $1.09M.
  • JPMorgan Chase made up 0.09% of Exchange Traded Concepts's portfolio in Q3 2026, its #210 holding.
  • Exchange Traded Concepts first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Exchange Traded Concepts's JPMorgan Chase position peaked at $23.4M in Q3 2025.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Exchange Traded Concepts's 13F filing for Q3 2026, filed 28 Oct 2026.