Marest Capital
JPM icon

Marest Capital’s JPMorgan Chase JPM Stock Holding History

Marest Capital’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 		$7.34M Buy
22,157
+107
+0.5% +$37.4K 3.71% 5
2026
Q2 		$7.22M Buy
22,050
+103
+0.5% +$32K 3.59% 5
2026
Q1 		$6.46M Buy
21,947
+1,575
+8% +$478K 3.73% 5
2025
Q4 		$6.56M Buy
20,372
+838
+4% +$259K 3.67% 5
2025
Q3 		$6.16M Buy
19,534
+545
+3% +$162K 3.75% 5
2025
Q2 		$5.51M Buy
18,989
+1,941
+11% +$495K 4.28% 3
2025
Q1 		$4.18M Buy
17,048
+149
+0.9% +$38K 3.47% 4
2024
Q4 		$4.05M Buy
16,899
+132
+0.8% +$30.7K 3.27% 4
2024
Q3 		$3.54M Buy
16,767
+48
+0.3% +$10.1K 2.99% 4
2024
Q2 		$3.38M Buy
16,719
+101
+0.6% +$19.7K 3% 4
2024
Q1 		$3.33M Buy
16,618
+135
+0.8% +$24.4K 3.07% 4
2023
Q4 		$2.8M Buy
+16,483
New +$2.5M 2.87% 5

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Marest Capital's JPM Position: Q3 2026 in Review

Marest Capital increased its JPMorgan Chase (JPM) stake by 0.49% in Q3 2026, buying an estimated $37.4K and bringing the position to 22,157 shares worth $7.34M. The position accounts for 3.71% of the portfolio, ranked #5.

Marest Capital first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Marest Capital held 22,157 shares of JPMorgan Chase worth $7.34M as of Q3 2026.
  • Marest Capital bought 107 JPMorgan Chase shares in Q3 2026, an estimated $37.4K.
  • JPMorgan Chase made up 3.71% of Marest Capital's portfolio in Q3 2026, its #5 holding.
  • Marest Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Marest Capital's 13F filing for Q3 2026, filed 23 Oct 2026.