M.E. Allison & Co
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M.E. Allison & Co’s JPMorgan Chase JPM Stock Holding History

M.E. Allison & Co’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 		$1.68M Sell
5,080
-276
-5% -$96.5K 0.94% 26
2026
Q2 		$1.75M Buy
5,356
+83
+2% +$25.8K 1.01% 24
2026
Q1 		$1.55M Sell
5,273
-347
-6% -$105K 1.03% 22
2025
Q4 		$1.81M Buy
5,620
+1
+0% +$310 1.23% 19
2025
Q3 		$1.77M Sell
5,619
-461
-8% -$137K 1.23% 17
2025
Q2 		$1.76M Sell
6,080
-310
-5% -$79.1K 1.42% 17
2025
Q1 		$1.57M Sell
6,390
-207
-3% -$52.8K 1.55% 14
2024
Q4 		$1.58M Buy
+6,597
New +$1.54M 1.74% 13

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
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 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

M.E. Allison & Co's JPM Position: Q3 2026 in Review

M.E. Allison & Co reduced its JPMorgan Chase (JPM) stake by 5.2% in Q3 2026, selling an estimated $96.5K and leaving 5,080 shares worth $1.68M. The position accounts for 0.94% of the portfolio, ranked #26.

M.E. Allison & Co first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q4 2025. 1,343 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • M.E. Allison & Co held 5,080 shares of JPMorgan Chase worth $1.68M as of Q3 2026.
  • M.E. Allison & Co sold 276 JPMorgan Chase shares in Q3 2026, an estimated $96.5K.
  • JPMorgan Chase made up 0.94% of M.E. Allison & Co's portfolio in Q3 2026, its #26 holding.
  • M.E. Allison & Co first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • M.E. Allison & Co's JPMorgan Chase position peaked at $1.81M in Q4 2025.
  • 1,343 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.