Global Assets Advisory’s JPMorgan Chase JPM Stock Holding History

Global Assets Advisory’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	$1.46M	Buy	4,384 +94	+2%	+$32.9K	0.32%	78
2026 Q2	$1.43M	Sell	4,290 -9,842	-70%	-$3.06M	0.31%	82
2026 Q1	$1.84M	Buy	14,132 +11,182	+379%	+$3.39M	0.53%	41
2025 Q4	$951K	Sell	2,950 -56	-2%	-$17.3K	0.27%	82
2025 Q3	$948K	Buy	3,006 +3	+0.1%	+$892	0.28%	88
2025 Q2	$872K	Buy	3,003 +810	+37%	+$207K	0.34%	73
2025 Q1	$508K	Sell	2,193 -1,084	-33%	-$276K	0.1%	163
2024 Q4	$786K	Sell	3,277 -560	-15%	-$130K	0.43%	60
2024 Q3	$794K	Buy	+3,837	New	+$808K	0.43%	59
2024 Q2	–	Sell	-779	Closed	-$155K	–	304
2024 Q1	$155K	Buy	+779	New	+$141K	0.09%	151

Other funds holding JPM

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

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

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

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Global Assets Advisory's JPM Position: Q3 2026 in Review

Global Assets Advisory increased its JPMorgan Chase (JPM) stake by 2.2% in Q3 2026, buying an estimated $32.9K and bringing the position to 4,384 shares worth $1.46M. The position accounts for 0.32% of the portfolio, ranked #78.

Global Assets Advisory first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q1 2026. 2,207 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Global Assets Advisory held 4,384 shares of JPMorgan Chase worth $1.46M as of Q3 2026.
Global Assets Advisory bought 94 JPMorgan Chase shares in Q3 2026, an estimated $32.9K.
JPMorgan Chase made up 0.32% of Global Assets Advisory's portfolio in Q3 2026, its #78 holding.
Global Assets Advisory first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Global Assets Advisory's JPMorgan Chase position peaked at $1.84M in Q1 2026.
2,207 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.