Howard Bailey Securities’s JPMorgan Chase JPM Stock Holding History

Howard Bailey Securities’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	$359K	Sell	1,085 -191	-15%	-$66.8K	0.14%	74
2026 Q2	$418K	Sell	1,276 -81	-6%	-$25.2K	0.16%	68
2026 Q1	$399K	Buy	1,357 +299	+28%	+$90.7K	0.16%	82
2025 Q4	$341K	Sell	1,058 -138	-12%	-$42.7K	0.13%	91
2025 Q3	$377K	Buy	1,196 +143	+14%	+$42.5K	0.11%	92
2025 Q2	$305K	Sell	1,053 -406	-28%	-$104K	0.09%	110
2025 Q1	$358K	Sell	1,459 -5,115	-78%	-$1.3M	0.12%	97
2024 Q4	$1.58M	Buy	+6,574	New	+$1.53M	0.59%	42

Other funds holding JPM

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

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

Howard Bailey Securities's JPM Position: Q3 2026 in Review

Howard Bailey Securities reduced its JPMorgan Chase (JPM) stake by 15% in Q3 2026, selling an estimated $66.8K and leaving 1,085 shares worth $359K. The position accounts for 0.14% of the portfolio, ranked #74.

Howard Bailey Securities first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q4 2024. 2,005 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Howard Bailey Securities held 1,085 shares of JPMorgan Chase worth $359K as of Q3 2026.
Howard Bailey Securities sold 191 JPMorgan Chase shares in Q3 2026, an estimated $66.8K.
JPMorgan Chase made up 0.14% of Howard Bailey Securities's portfolio in Q3 2026, its #74 holding.
Howard Bailey Securities first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Howard Bailey Securities's JPMorgan Chase position peaked at $1.58M in Q4 2024.
2,005 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Howard Bailey Securities's 13F filing for Q3 2026, filed 27 Oct 2026.