StoneRidge PMG Advisors, LLC’s JPMorgan Chase JPM Stock Holding History

StoneRidge PMG Advisors, LLC’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	$1.84M	Buy	+5,575	New	+$1.95M	1.3%	15

Other funds holding JPM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's JPM Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in JPMorgan Chase (JPM) in Q3 2026: 5,575 shares worth $1.84M. The stake represents 1.3% of the portfolio and ranks #15 among its holdings.

2,903 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

StoneRidge PMG Advisors, LLC held 5,575 shares of JPMorgan Chase worth $1.84M as of Q3 2026.
JPMorgan Chase was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
JPMorgan Chase made up 1.3% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #15 holding.
2,903 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.