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Gainplan’s JPMorgan Chase JPM Stock Holding History

Gainplan’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 		$315K Buy
951
+1
+0.1% +$350 0.12% 48
2026
Q2 		$311K Buy
950
+9
+1% +$2.79K 0.12% 48
2026
Q1 		$277K Buy
941
+37
+4% +$11.2K 0.21% 47
2025
Q4 		$291K Buy
+904
New +$280K 0.11% 49
2020
Q3 		– Sell
-5,000
Closed -$470K – 43
2020
Q2 		$470K Buy
+5,000
New +$474K 0.31% 25

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

Gainplan's JPM Position: Q3 2026 in Review

Gainplan increased its JPMorgan Chase (JPM) stake by 0.11% in Q3 2026, buying an estimated $350 and bringing the position to 951 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #48.

Gainplan first reported a position in JPM in Q2 2020 and has held it in 5 quarters since. The position peaked at $470K in Q2 2020. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Gainplan held 951 shares of JPMorgan Chase worth $315K as of Q3 2026.
  • Gainplan bought 1 JPMorgan Chase share in Q3 2026, an estimated $350.
  • JPMorgan Chase made up 0.12% of Gainplan's portfolio in Q3 2026, its #48 holding.
  • Gainplan first reported a position in JPMorgan Chase in Q2 2020 and has held it in 5 quarters since.
  • Gainplan's JPMorgan Chase position peaked at $470K in Q2 2020.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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