Financial Council
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Financial Council’s JPMorgan Chase JPM Stock Holding History

Financial Council’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 		$1.89M Buy
5,709
+200
+4% +$70K 0.6% 27
2026
Q2 		$1.8M Sell
5,509
-16
-0.3% -$4.97K 0.58% 28
2026
Q1 		$1.63M Sell
5,525
-31
-0.6% -$9.41K 0.63% 28
2025
Q4 		$1.79M Sell
5,556
-15
-0.3% -$4.64K 0.71% 27
2025
Q3 		$1.76M Buy
5,571
+15
+0.3% +$4.46K 0.78% 23
2025
Q2 		$1.61M Hold
5,556
– – 0.78% 24
2025
Q1 		$1.36M Sell
5,556
-53
-0.9% -$13.5K 0.73% 26
2024
Q4 		$1.34M Hold
5,609
– – 0.69% 26
2024
Q3 		$1.18M Sell
5,609
-289
-5% -$60.9K 0.62% 27
2024
Q2 		$1.19M Sell
5,898
-250
-4% -$48.9K 0.67% 28
2024
Q1 		$1.23M Sell
6,148
-291
-5% -$52.5K 0.73% 25
2023
Q4 		$1.1M Buy
6,439
+603
+10% +$91.4K 0.73% 23
2023
Q3 		$846K Sell
5,836
-220
-4% -$33K 0.67% 23
2023
Q2 		$881K Sell
6,056
-150
-2% -$20.6K 0.67% 22
2023
Q1 		$809K Sell
6,206
-454
-7% -$62.2K 0.66% 25
2022
Q4 		$893K Hold
6,660
– – 0.56% 27
2022
Q3 		$696K Buy
6,660
+2,215
+50% +$254K 0.8% 26
2022
Q2 		$501K Buy
4,445
+1,670
+60% +$207K 0.63% 29
2022
Q1 		$378K Hold
2,775
– – 0.46% 29
2021
Q4 		$439K Sell
2,775
-69
-2% -$11.3K 0.52% 28
2021
Q3 		$466K Buy
+2,844
New +$446K 0.66% 25

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Financial Council's JPM Position: Q3 2026 in Review

Financial Council increased its JPMorgan Chase (JPM) stake by 3.6% in Q3 2026, buying an estimated $70K and bringing the position to 5,709 shares worth $1.89M. The position accounts for 0.6% of the portfolio, ranked #27.

Financial Council first reported a position in JPM in Q3 2021 and has held it in 21 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Financial Council held 5,709 shares of JPMorgan Chase worth $1.89M as of Q3 2026.
  • Financial Council bought 200 JPMorgan Chase shares in Q3 2026, an estimated $70K.
  • JPMorgan Chase made up 0.6% of Financial Council's portfolio in Q3 2026, its #27 holding.
  • Financial Council first reported a position in JPMorgan Chase in Q3 2021 and has held it in 21 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.