Financial Management Network
JPM icon

Financial Management Network’s JPMorgan Chase JPM Stock Holding History

Financial Management Network’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 Sell
8,987
-8
-0.1% -$2.8K 0.43% 49
2026
Q2 		$3.07M Buy
8,995
+97
+1% +$30.1K 0.44% 49
2026
Q1 		$2.76M Sell
8,898
-34
-0.4% -$10.3K 0.42% 52
2025
Q4 		$2.91M Buy
8,932
+50
+0.6% +$15.5K 0.46% 47
2025
Q3 		$2.75M Buy
8,882
+148
+2% +$44K 0.45% 49
2025
Q2 		$2.59M Buy
8,734
+1,145
+15% +$292K 0.46% 52
2025
Q1 		$1.63M Buy
7,589
+367
+5% +$93.6K 0.37% 59
2024
Q4 		$1.76M Sell
7,222
-33
-0.5% -$7.69K 0.37% 53
2024
Q3 		$1.53M Buy
7,255
+27
+0.4% +$5.69K 0.32% 61
2024
Q2 		$1.48M Buy
7,228
+79
+1% +$15.4K 0.36% 54
2024
Q1 		$1.4M Sell
7,149
-374
-5% -$67.5K 0.35% 55
2023
Q4 		$1.3M Buy
7,523
+61
+0.8% +$9.24K 0.38% 47
2023
Q3 		$1.07M Buy
7,462
+22
+0.3% +$3.3K 0.35% 51
2023
Q2 		$1.09M Buy
7,440
+5
+0.1% +$688 0.38% 48
2023
Q1 		$955K Sell
7,435
-456
-6% -$62.5K 0.38% 51
2022
Q4 		$1.08M Sell
7,891
-193
-2% -$24.5K 0.48% 45
2022
Q3 		$912K Buy
8,084
+645
+9% +$74K 0.45% 52
2022
Q2 		$848K Buy
7,439
+1,633
+28% +$202K 0.45% 53
2022
Q1 		$789K Buy
5,806
+597
+11% +$88.1K 0.4% 48
2021
Q4 		$874K Buy
5,209
+5
+0.1% +$821 0.4% 55
2021
Q3 		$869K Buy
5,204
+5
+0.1% +$784 0.44% 52
2021
Q2 		$811K Hold
5,199
– – 0.41% 51
2021
Q1 		$797K Buy
5,199
+292
+6% +$42K 0.41% 53
2020
Q4 		$667K Buy
+4,907
New +$548K 0.41% 54

Other funds holding JPM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Financial Management Network's JPM Position: Q3 2026 in Review

Financial Management Network reduced its JPMorgan Chase (JPM) stake by 0.09% in Q3 2026, selling an estimated $2.8K and leaving 8,987 shares worth $2.99M. The position accounts for 0.43% of the portfolio, ranked #49.

Financial Management Network first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.07M in Q2 2026. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Financial Management Network held 8,987 shares of JPMorgan Chase worth $2.99M as of Q3 2026.
  • Financial Management Network sold 8 JPMorgan Chase shares in Q3 2026, an estimated $2.8K.
  • JPMorgan Chase made up 0.43% of Financial Management Network's portfolio in Q3 2026, its #49 holding.
  • Financial Management Network first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's JPMorgan Chase position peaked at $3.07M in Q2 2026.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.