Fidato Wealth
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Fidato Wealth’s JPMorgan Chase JPM Stock Holding History

Fidato Wealth’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 		$374K Buy
+1,129
New +$395K 0.2% 18
2025
Q2 		– Sell
-1,149
Closed -$282K – 17
2025
Q1 		$282K Hold
1,149
– – 0.22% 18
2024
Q4 		$275K Buy
+1,149
New +$268K 0.21% 18

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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Fidato Wealth's JPM Position: Q3 2026 in Review

Fidato Wealth opened a new position in JPMorgan Chase (JPM) in Q3 2026: 1,129 shares worth $374K. The stake represents 0.2% of the portfolio and ranks #18 among its holdings. This is a return to the name: Fidato Wealth previously reported a position in JPM as recently as Q1 2025.

Fidato Wealth first reported a position in JPM in Q4 2024 and has held it in 3 quarters since. 2,292 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Fidato Wealth held 1,129 shares of JPMorgan Chase worth $374K as of Q3 2026.
  • JPMorgan Chase was a new Fidato Wealth position in Q3 2026.
  • JPMorgan Chase made up 0.2% of Fidato Wealth's portfolio in Q3 2026, its #18 holding.
  • Fidato Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 3 quarters since.
  • 2,292 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.