Fischer Financial Services
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Fischer Financial Services’s JPMorgan Chase JPM Stock Holding History

Fischer Financial Services’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 		$6.47M Buy
19,567
+33
+0.2% +$11.5K 1.59% 19
2026
Q2 		$6.39M Buy
19,534
+683
+4% +$212K 1.61% 19
2026
Q1 		$5.55M Buy
18,851
+214
+1% +$64.9K 1.87% 19
2025
Q4 		$6M Sell
18,637
-378
-2% -$117K 1.59% 20
2025
Q3 		$6M Buy
19,015
+26
+0.1% +$7.73K 1.61% 20
2025
Q2 		$5.5M Sell
18,989
-361
-2% -$92.1K 1.62% 22
2025
Q1 		$4.75M Buy
19,350
+177
+0.9% +$45.1K 1.53% 21
2024
Q4 		$4.6M Buy
+19,173
New +$4.47M 1.45% 22

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

Fischer Financial Services's JPM Position: Q3 2026 in Review

Fischer Financial Services increased its JPMorgan Chase (JPM) stake by 0.17% in Q3 2026, buying an estimated $11.5K and bringing the position to 19,567 shares worth $6.47M. The position accounts for 1.59% of the portfolio, ranked #19.

Fischer Financial Services first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,752 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Fischer Financial Services held 19,567 shares of JPMorgan Chase worth $6.47M as of Q3 2026.
  • Fischer Financial Services bought 33 JPMorgan Chase shares in Q3 2026, an estimated $11.5K.
  • JPMorgan Chase made up 1.59% of Fischer Financial Services's portfolio in Q3 2026, its #19 holding.
  • Fischer Financial Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.