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Herold Advisors’s JPMorgan Chase JPM Stock Holding History

Herold 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 		$9.5M Sell
28,766
-445
-2% -$156K 1.86% 9
2026
Q2 		$9.6M Buy
29,211
+309
+1% +$96K 1.89% 8
2026
Q1 		$8.5M Buy
28,902
+85
+0.3% +$25.8K 1.87% 9
2025
Q4 		$9.29M Sell
28,817
-196
-0.7% -$60.7K 2.08% 5
2025
Q3 		$9.15M Buy
29,013
+588
+2% +$175K 2.12% 4
2025
Q2 		$8.24M Sell
28,425
-1,971
-6% -$503K 1.73% 7
2025
Q1 		$7.46M Buy
30,396
+160
+0.5% +$40.8K 1.64% 10
2024
Q4 		$7.25M Sell
30,236
-1,191
-4% -$277K 1.58% 8
2024
Q3 		$6.63M Sell
31,427
-547
-2% -$115K 1.44% 11
2024
Q2 		$6.47M Buy
31,974
+2,464
+8% +$482K 1.5% 11
2024
Q1 		$5.91M Sell
29,510
-5,459
-16% -$985K 1.43% 11
2023
Q4 		$5.95M Sell
34,969
-327
-0.9% -$49.6K 1.65% 10
2023
Q3 		$5.12M Buy
35,296
+2,348
+7% +$352K 1.56% 11
2023
Q2 		$4.79M Buy
32,948
+615
+2% +$84.6K 1.47% 9
2023
Q1 		$4.21M Buy
32,333
+2,542
+9% +$348K 1.46% 10
2022
Q4 		$4M Buy
29,791
+59
+0.2% +$7.48K 1.69% 6
2022
Q3 		$3.11M Buy
29,732
+679
+2% +$77.9K 1.49% 7
2022
Q2 		$3.27M Buy
29,053
+1,060
+4% +$131K 1.46% 8
2022
Q1 		$3.82M Buy
27,993
+1,425
+5% +$210K 1.36% 9
2021
Q4 		$4.21M Buy
26,568
+303
+1% +$49.8K 1.63% 8
2021
Q3 		$4.3M Buy
+26,265
New +$4.12M 1.67% 7

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Herold Advisors's JPM Position: Q3 2026 in Review

Herold Advisors reduced its JPMorgan Chase (JPM) stake by 1.5% in Q3 2026, selling an estimated $156K and leaving 28,766 shares worth $9.5M. The position accounts for 1.86% of the portfolio, ranked #9.

Herold Advisors first reported a position in JPM in Q3 2021 and has held it in 21 quarters since. The position peaked at $9.6M in Q2 2026. 1,306 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Herold Advisors held 28,766 shares of JPMorgan Chase worth $9.5M as of Q3 2026.
  • Herold Advisors sold 445 JPMorgan Chase shares in Q3 2026, an estimated $156K.
  • JPMorgan Chase made up 1.86% of Herold Advisors's portfolio in Q3 2026, its #9 holding.
  • Herold Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's JPMorgan Chase position peaked at $9.6M in Q2 2026.
  • 1,306 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.