Gerber LLC’s JPMorgan Chase JPM Stock Holding History

Gerber LLC’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	$1.91M	Buy	5,759 +29	+0.5%	+$10.1K	0.87%	19
2026 Q2	$1.88M	Buy	5,730 +5	+0.1%	+$1.55K	0.88%	19
2026 Q1	$1.68M	Buy	5,725 +366	+7%	+$111K	0.94%	16
2025 Q4	$1.73M	Buy	5,359 +5	+0.1%	+$1.55K	0.96%	16
2025 Q3	$1.69M	Buy	5,354 +4	+0.1%	+$1.19K	1.06%	17
2025 Q2	$1.55M	Buy	5,350 +55	+1%	+$14K	1.09%	17
2025 Q1	$1.3M	Sell	5,295 -20	-0.4%	-$5.1K	1.08%	17
2024 Q4	$1.27M	Buy	5,315 +5	+0.1%	+$1.16K	0.93%	18
2024 Q3	$1.12M	Buy	5,310 +5	+0.1%	+$1.05K	0.82%	19
2024 Q2	$1.07M	Buy	5,305 +30	+0.6%	+$5.86K	0.84%	18
2024 Q1	$1.06M	Buy	5,275 +313	+6%	+$56.5K	0.89%	19
2023 Q4	$844K	Buy	+4,962	New	+$752K	0.76%	23

Other funds holding JPM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Gerber LLC's JPM Position: Q3 2026 in Review

Gerber LLC increased its JPMorgan Chase (JPM) stake by 0.51% in Q3 2026, buying an estimated $10.1K and bringing the position to 5,759 shares worth $1.91M. The position accounts for 0.87% of the portfolio, ranked #19.

Gerber LLC first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 2,941 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Gerber LLC held 5,759 shares of JPMorgan Chase worth $1.91M as of Q3 2026.
Gerber LLC bought 29 JPMorgan Chase shares in Q3 2026, an estimated $10.1K.
JPMorgan Chase made up 0.87% of Gerber LLC's portfolio in Q3 2026, its #19 holding.
Gerber LLC first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
2,941 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Gerber LLC's 13F filing for Q3 2026, filed 21 Oct 2026.