Granite Group Advisors
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Granite Group Advisors’s JPMorgan Chase JPM Stock Holding History

Granite Group 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 		$2.83M Sell
8,549
-1,803
-17% -$631K 1.79% 5
2026
Q2 		$3.39M Sell
10,352
-23
-0.2% -$7.14K 2.01% 8
2026
Q1 		$3.09M Buy
10,375
+372
+4% +$113K 1.87% 9
2025
Q4 		$3.22M Sell
10,003
-310
-3% -$96K 1.83% 6
2025
Q3 		$3.25M Buy
10,313
+34
+0.3% +$10.1K 1.97% 4
2025
Q2 		$2.98M Sell
10,279
-23
-0.2% -$5.87K 1.79% 5
2025
Q1 		$2.53M Sell
10,302
-1,258
-11% -$321K 1.75% 9
2024
Q4 		$2.77M Sell
11,560
-1,001
-8% -$233K 1.77% 6
2024
Q3 		$2.65M Sell
12,561
-1,977
-14% -$416K 1.7% 11
2024
Q2 		$2.94M Sell
14,538
-120
-0.8% -$23.5K 2.23% 4
2024
Q1 		$2.94M Sell
14,658
-485
-3% -$87.5K 1.98% 4
2023
Q4 		$2.85M Buy
+15,143
New +$2.29M 2.02% 4

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Granite Group Advisors's JPM Position: Q3 2026 in Review

Granite Group Advisors reduced its JPMorgan Chase (JPM) stake by 17% in Q3 2026, selling an estimated $631K and leaving 8,549 shares worth $2.83M. The position accounts for 1.79% of the portfolio, ranked #5.

Granite Group Advisors first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.39M in Q2 2026. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Granite Group Advisors held 8,549 shares of JPMorgan Chase worth $2.83M as of Q3 2026.
  • Granite Group Advisors sold 1,803 JPMorgan Chase shares in Q3 2026, an estimated $631K.
  • JPMorgan Chase made up 1.79% of Granite Group Advisors's portfolio in Q3 2026, its #5 holding.
  • Granite Group Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Granite Group Advisors's JPMorgan Chase position peaked at $3.39M in Q2 2026.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Granite Group Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.