Markowski Investments
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Markowski Investments’s JPMorgan Chase JPM Stock Holding History

Markowski Investments’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 		$7.02M Sell
21,206
-1,308
-6% -$457K 1.57% 21
2026
Q2 		$7.37M Buy
+22,514
New +$6.99M 1.62% 21

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Markowski Investments's JPM Position: Q3 2026 in Review

Markowski Investments reduced its JPMorgan Chase (JPM) stake by 5.8% in Q3 2026, selling an estimated $457K and leaving 21,206 shares worth $7.02M. The position accounts for 1.57% of the portfolio, ranked #21.

Markowski Investments first reported a position in JPM in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.37M in Q2 2026. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Markowski Investments held 21,206 shares of JPMorgan Chase worth $7.02M as of Q3 2026.
  • Markowski Investments sold 1,308 JPMorgan Chase shares in Q3 2026, an estimated $457K.
  • JPMorgan Chase made up 1.57% of Markowski Investments's portfolio in Q3 2026, its #21 holding.
  • Markowski Investments first reported a position in JPMorgan Chase in Q2 2026 and has held it in 2 quarters since.
  • Markowski Investments's JPMorgan Chase position peaked at $7.37M in Q2 2026.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.