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

Flavin 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 		$5.79M Sell
17,509
-148
-0.8% -$51.8K 3.13% 8
2026
Q2 		$5.78M Buy
17,657
+2,077
+13% +$645K 3.29% 8
2026
Q1 		$4.58M Buy
15,580
+814
+6% +$247K 3.08% 10
2025
Q4 		$4.76M Sell
14,766
-64
-0.4% -$19.8K 3.26% 9
2025
Q3 		$4.68M Buy
14,830
+430
+3% +$128K 3.32% 8
2025
Q2 		$4.17M Sell
14,400
-989
-6% -$252K 4.05% 2
2025
Q1 		$3.77M Buy
15,389
+482
+3% +$123K 3.47% 5
2024
Q4 		$3.57M Buy
+14,907
New +$3.47M 3.4% 4

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
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
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

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

Flavin Financial Services reduced its JPMorgan Chase (JPM) stake by 0.84% in Q3 2026, selling an estimated $51.8K and leaving 17,509 shares worth $5.79M. The position accounts for 3.13% of the portfolio, ranked #8.

Flavin Financial Services first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Flavin Financial Services held 17,509 shares of JPMorgan Chase worth $5.79M as of Q3 2026.
  • Flavin Financial Services sold 148 JPMorgan Chase shares in Q3 2026, an estimated $51.8K.
  • JPMorgan Chase made up 3.13% of Flavin Financial Services's portfolio in Q3 2026, its #8 holding.
  • Flavin Financial Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Flavin Financial Services's 13F filing for Q3 2026, filed 21 Oct 2026.