Holcombe Financial
JPM icon

Holcombe Financial’s JPMorgan Chase JPM Stock Holding History

Holcombe Financial’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 		$1.13M Hold
3,408
– – 0.62% 20
2026
Q2 		$1.12M Buy
3,408
+261
+8% +$81.1K 0.63% 21
2026
Q1 		$926K Sell
3,147
-26
-0.8% -$7.89K 0.54% 23
2025
Q4 		$1.02M Buy
3,173
+26
+0.8% +$8.05K 0.64% 21
2025
Q3 		$993K Hold
3,147
– – 0.69% 18
2025
Q2 		$912K Hold
3,147
– – 0.69% 18
2025
Q1 		$772K Hold
3,147
– – 0.64% 19
2024
Q4 		$754K Buy
+3,147
New +$733K 0.62% 17

Other funds holding JPM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Holcombe Financial's JPM Position: Q3 2026 in Review

Holcombe Financial held its JPMorgan Chase (JPM) position steady in Q3 2026 at 3,408 shares worth $1.13M. The position accounts for 0.62% of the portfolio, ranked #20.

Holcombe Financial first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,958 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Holcombe Financial held 3,408 shares of JPMorgan Chase worth $1.13M as of Q3 2026.
  • Holcombe Financial left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.62% of Holcombe Financial's portfolio in Q3 2026, its #20 holding.
  • Holcombe Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,958 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.