Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s JPMorgan Chase JPM Stock Holding History

Mitchell & Pahl Private Wealth’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 		$496K Hold
1,498
– – 0.18% 128
2026
Q2 		$490K Hold
1,498
– – 0.18% 131
2026
Q1 		$441K Sell
1,498
-13
-0.9% -$3.94K 0.18% 130
2025
Q4 		$487K Sell
1,511
-3
-0.2% -$929 0.2% 128
2025
Q3 		$478K Sell
1,514
-21
-1% -$6.25K 0.2% 130
2025
Q2 		$445K Buy
1,535
+82
+6% +$20.9K 0.2% 129
2025
Q1 		$356K Hold
1,453
– – 0.17% 132
2024
Q4 		$348K Buy
+1,453
New +$338K 0.16% 132

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
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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Mitchell & Pahl Private Wealth's JPM Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,498 shares worth $496K. The position accounts for 0.18% of the portfolio, ranked #128.

Mitchell & Pahl Private Wealth first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,182 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 1,498 shares of JPMorgan Chase worth $496K as of Q3 2026.
  • Mitchell & Pahl Private Wealth left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.18% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #128 holding.
  • Mitchell & Pahl Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,182 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.