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Exeter Financial’s JPMorgan Chase JPM Stock Holding History

Exeter Financial’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 		$601K Sell
1,816
-74
-4% -$25.9K 0.23% 72
2026
Q2 		$619K Buy
1,890
+1
+0.1% +$311 0.24% 73
2026
Q1 		$556K Buy
1,889
+1
+0.1% +$303 0.23% 72
2025
Q4 		$608K Buy
1,888
+1
+0.1% +$310 0.26% 67
2025
Q3 		$595K Sell
1,887
-25
-1% -$7.43K 0.26% 73
2025
Q2 		$554K Sell
1,912
-37
-2% -$9.44K 0.25% 74
2025
Q1 		$478K Sell
1,949
-50
-3% -$12.7K 0.21% 74
2024
Q4 		$479K Sell
1,999
-50
-2% -$11.6K 0.22% 73
2024
Q3 		$432K Sell
2,049
-82
-4% -$17.3K 0.19% 76
2024
Q2 		$431K Sell
2,131
-27
-1% -$5.28K 0.21% 76
2024
Q1 		$422K Hold
2,158
– – 0.19% 77
2023
Q4 		$368K Buy
2,158
+130
+6% +$19.7K 0.18% 76
2023
Q3 		$294K Hold
2,028
– – 0.16% 78
2023
Q2 		$299K Hold
2,028
– – 0.15% 78
2023
Q1 		$259K Hold
2,028
– – 0.13% 83
2022
Q4 		$272K Hold
2,028
– – 0.14% 77
2022
Q3 		$212K Hold
2,028
– – 0.12% 86
2022
Q2 		$228K Hold
2,028
– – 0.13% 84
2022
Q1 		$276K Hold
2,028
– – 0.15% 77
2021
Q4 		$339K Hold
2,028
– – 0.19% 70
2021
Q3 		$332K Sell
2,028
-94
-4% -$14.7K 0.2% 70
2021
Q2 		$331K Buy
2,122
+94
+5% +$14.8K 0.19% 71
2021
Q1 		$309K Hold
2,028
– – 0.19% 70
2020
Q4 		$258K Buy
+2,028
New +$227K 0.18% 74
2018
Q4 		– Sell
-2,031
Closed -$229K – 68
2018
Q3 		$229K Buy
+2,031
New +$231K 0.19% 67

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Exeter Financial's JPM Position: Q3 2026 in Review

Exeter Financial reduced its JPMorgan Chase (JPM) stake by 3.9% in Q3 2026, selling an estimated $25.9K and leaving 1,816 shares worth $601K. The position accounts for 0.23% of the portfolio, ranked #72.

Exeter Financial first reported a position in JPM in Q3 2018 and has held it in 25 quarters since. The position peaked at $619K in Q2 2026. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Exeter Financial held 1,816 shares of JPMorgan Chase worth $601K as of Q3 2026.
  • Exeter Financial sold 74 JPMorgan Chase shares in Q3 2026, an estimated $25.9K.
  • JPMorgan Chase made up 0.23% of Exeter Financial's portfolio in Q3 2026, its #72 holding.
  • Exeter Financial first reported a position in JPMorgan Chase in Q3 2018 and has held it in 25 quarters since.
  • Exeter Financial's JPMorgan Chase position peaked at $619K in Q2 2026.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.