Human Investing’s JPMorgan Chase JPM Stock Holding History

Human Investing’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	$578K	Buy	1,748 +471	+37%	+$165K	0.07%	63
2026 Q2	$418K	Buy	1,277 +3	+0.2%	+$932	0.05%	72
2026 Q1	$375K	Buy	1,274 +119	+10%	+$36.1K	0.05%	69
2025 Q4	$372K	Sell	1,155 -43	-4%	-$13.3K	0.05%	72
2025 Q3	$378K	Buy	1,198 +59	+5%	+$17.5K	0.06%	69
2025 Q2	$330K	Buy	1,139 +3	+0.3%	+$766	0.05%	72
2025 Q1	$279K	Buy	1,136 +91	+9%	+$23.2K	0.05%	75
2024 Q4	$250K	Sell	1,045 -53	-5%	-$12.3K	0.04%	87
2024 Q3	$232K	Buy	+1,098	New	+$231K	0.04%	92
2021 Q2	–	Sell	-388	Closed	-$59K	–	201
2021 Q1	$59K	Hold	388	–	–	0.02%	151
2020 Q4	$49K	Hold	388	–	–	0.01%	164
2020 Q3	$37K	Hold	388	–	–	0.01%	164
2020 Q2	$36K	Hold	388	–	–	0.01%	165
2020 Q1	$35K	Hold	388	–	–	0.02%	172
2019 Q4	$54K	Hold	388	–	–	0.02%	202
2019 Q3	$46K	Hold	388	–	–	0.02%	214
2019 Q2	$43K	Hold	388	–	–	0.02%	211
2019 Q1	$39K	Sell	388 -353	-48%	-$36.4K	0.01%	200
2018 Q4	$72K	Buy	+741	New	+$79K	0.03%	181

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Human Investing's JPM Position: Q3 2026 in Review

Human Investing increased its JPMorgan Chase (JPM) stake by 37% in Q3 2026, buying an estimated $165K and bringing the position to 1,748 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #63.

Human Investing first reported a position in JPM in Q4 2018 and has held it in 19 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Human Investing held 1,748 shares of JPMorgan Chase worth $578K as of Q3 2026.
Human Investing bought 471 JPMorgan Chase shares in Q3 2026, an estimated $165K.
JPMorgan Chase made up 0.07% of Human Investing's portfolio in Q3 2026, its #63 holding.
Human Investing first reported a position in JPMorgan Chase in Q4 2018 and has held it in 19 quarters since.
3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Human Investing's 13F filing for Q3 2026, filed 19 Oct 2026.