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Freestate Advisors’s JPMorgan Chase JPM Stock Holding History

Freestate Advisors’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 		$462K Sell
1,398
-29
-2% -$10.1K 0.36% 29
2026
Q2 		$467K Sell
1,427
-33
-2% -$10.2K 0.35% 27
2026
Q1 		$429K Sell
1,460
-34
-2% -$10.3K 0.34% 30
2025
Q4 		$482K Sell
1,494
-32
-2% -$9.91K 0.39% 27
2025
Q3 		$481K Buy
1,526
+66
+5% +$19.6K 0.4% 25
2025
Q2 		$423K Buy
1,460
+2
+0.1% +$510 0.38% 27
2025
Q1 		$358K Buy
1,458
+1
+0.1% +$255 0.36% 23
2024
Q4 		$349K Sell
1,457
-35
-2% -$8.15K 0.36% 24
2024
Q3 		$315K Buy
+1,492
New +$314K 0.33% 24

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Freestate Advisors's JPM Position: Q3 2026 in Review

Freestate Advisors reduced its JPMorgan Chase (JPM) stake by 2% in Q3 2026, selling an estimated $10.1K and leaving 1,398 shares worth $462K. The position accounts for 0.36% of the portfolio, ranked #29.

Freestate Advisors first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. The position peaked at $482K in Q4 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Freestate Advisors held 1,398 shares of JPMorgan Chase worth $462K as of Q3 2026.
  • Freestate Advisors sold 29 JPMorgan Chase shares in Q3 2026, an estimated $10.1K.
  • JPMorgan Chase made up 0.36% of Freestate Advisors's portfolio in Q3 2026, its #29 holding.
  • Freestate Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
  • Freestate Advisors's JPMorgan Chase position peaked at $482K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Freestate Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.