McCarter Private Wealth Services’s JPMorgan Chase JPM Stock Holding History

McCarter Private Wealth Services’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	$5.16M	Sell	15,595 -35	-0.2%	-$12.2K	1.75%	15
2026 Q2	$5.12M	Buy	15,630 +488	+3%	+$152K	1.77%	12
2026 Q1	$4.45M	Buy	15,142 +950	+7%	+$288K	1.94%	15
2025 Q4	$4.57M	Sell	14,192 -43	-0.3%	-$13.3K	2.06%	15
2025 Q3	$4.49M	Sell	14,235 -105	-0.7%	-$31.2K	2.3%	10
2025 Q2	$4.16M	Buy	14,340 +229	+2%	+$58.4K	2.38%	10
2025 Q1	$3.46M	Sell	14,111 -1,120	-7%	-$286K	2.27%	15
2024 Q4	$3.65M	Sell	15,231 -265	-2%	-$61.7K	2.32%	13
2024 Q3	$3.27M	Buy	+15,496	New	+$3.26M	2.07%	14

Other funds holding JPM

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

McCarter Private Wealth Services's JPM Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its JPMorgan Chase (JPM) stake by 0.22% in Q3 2026, selling an estimated $12.2K and leaving 15,595 shares worth $5.16M. The position accounts for 1.75% of the portfolio, ranked #15.

McCarter Private Wealth Services first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

McCarter Private Wealth Services held 15,595 shares of JPMorgan Chase worth $5.16M as of Q3 2026.
McCarter Private Wealth Services sold 35 JPMorgan Chase shares in Q3 2026, an estimated $12.2K.
JPMorgan Chase made up 1.75% of McCarter Private Wealth Services's portfolio in Q3 2026, its #15 holding.
McCarter Private Wealth Services first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.