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Financial Perspectives’s JPMorgan Chase JPM Stock Holding History

Financial Perspectives’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 		$3.51M Sell
10,614
-32
-0.3% -$11.2K 0.82% 27
2026
Q2 		$3.48M Buy
10,646
+3
+0% +$932 0.85% 27
2026
Q1 		$3.13M Buy
10,643
+99
+0.9% +$30K 0.87% 24
2025
Q4 		$3.4M Buy
10,544
+1
+0% +$310 0.92% 23
2025
Q3 		$3.33M Buy
10,543
+824
+8% +$245K 0.92% 24
2025
Q2 		$2.82M Buy
9,719
+4
+0% +$1.02K 0.85% 25
2025
Q1 		$2.38M Buy
9,715
+4
+0% +$1.02K 0.82% 28
2024
Q4 		$2.33M Buy
9,711
+582
+6% +$136K 0.78% 27
2024
Q3 		$1.92M Buy
9,129
+3
+0% +$632 0.67% 30
2024
Q2 		$1.85M Buy
9,126
+5
+0.1% +$978 0.68% 29
2024
Q1 		$1.83M Sell
9,121
-93
-1% -$16.8K 0.69% 30
2023
Q4 		$1.57M Buy
9,214
+56
+0.6% +$8.49K 0.64% 31
2023
Q3 		$1.33M Sell
9,158
-17
-0.2% -$2.55K 0.61% 33
2023
Q2 		$1.33M Buy
9,175
+5
+0.1% +$688 0.59% 33
2023
Q1 		$1.19M Buy
9,170
+4
+0% +$548 0.57% 36
2022
Q4 		$1.23M Sell
9,166
-188
-2% -$23.8K 0.63% 31
2022
Q3 		$978K Buy
9,354
+3,965
+74% +$455K 0.55% 32
2022
Q2 		$607K Hold
5,389
– – 0.34% 48
2022
Q1 		$735K Buy
5,389
+358
+7% +$52.8K 0.34% 49
2021
Q4 		$797K Hold
5,031
– – 0.38% 43
2021
Q3 		$824K Buy
5,031
+181
+4% +$28.4K 0.41% 43
2021
Q2 		$754K Sell
4,850
-103
-2% -$16.2K 0.37% 46
2021
Q1 		$754K Buy
4,953
+870
+21% +$125K 0.4% 43
2020
Q4 		$519K Buy
4,083
+343
+9% +$38.3K 0.29% 56
2020
Q3 		$360K Buy
3,740
+158
+4% +$15.5K 0.24% 60
2020
Q2 		$337K Hold
3,582
– – 0.24% 61
2020
Q1 		$322K Buy
3,582
+374
+12% +$45.4K 0.26% 52
2019
Q4 		$447K Buy
+3,208
New +$411K 0.31% 42

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Financial Perspectives's JPM Position: Q3 2026 in Review

Financial Perspectives reduced its JPMorgan Chase (JPM) stake by 0.3% in Q3 2026, selling an estimated $11.2K and leaving 10,614 shares worth $3.51M. The position accounts for 0.82% of the portfolio, ranked #27.

Financial Perspectives first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. 3,460 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Financial Perspectives held 10,614 shares of JPMorgan Chase worth $3.51M as of Q3 2026.
  • Financial Perspectives sold 32 JPMorgan Chase shares in Q3 2026, an estimated $11.2K.
  • JPMorgan Chase made up 0.82% of Financial Perspectives's portfolio in Q3 2026, its #27 holding.
  • Financial Perspectives first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 3,460 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.