Guardian Partners’s JPMorgan Chase JPM Stock Holding History

Guardian Partners’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	$25.2M	Sell	76,289 -8,807	-10%	-$3.08M	2.24%	10
2026 Q2	$27.9M	Sell	85,096 -10,792	-11%	-$3.35M	2.51%	8
2026 Q1	$28.3M	Sell	95,888 -4,930	-5%	-$1.5M	2.36%	7
2025 Q4	$31.9M	Buy	100,818 +12,030	+14%	+$3.72M	2.56%	7
2025 Q3	$27.6M	Sell	88,788 -191	-0.2%	-$56.8K	2.33%	9
2025 Q2	$25.2M	Sell	88,979 -1,938	-2%	-$495K	2.26%	9
2025 Q1	$21.9M	Sell	90,917 -3,698	-4%	-$943K	2.26%	9
2024 Q4	$23M	Buy	+94,615	New	+$22M	2.34%	8

Other funds holding JPM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Guardian Partners's JPM Position: Q3 2026 in Review

Guardian Partners reduced its JPMorgan Chase (JPM) stake by 10% in Q3 2026, selling an estimated $3.08M and leaving 76,289 shares worth $25.2M. The position accounts for 2.24% of the portfolio, ranked #10.

Guardian Partners first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $31.9M in Q4 2025. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Guardian Partners held 76,289 shares of JPMorgan Chase worth $25.2M as of Q3 2026.
Guardian Partners sold 8,807 JPMorgan Chase shares in Q3 2026, an estimated $3.08M.
JPMorgan Chase made up 2.24% of Guardian Partners's portfolio in Q3 2026, its #10 holding.
Guardian Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's JPMorgan Chase position peaked at $31.9M in Q4 2025.
1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.