MKT Advisors
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MKT Advisors’s JPMorgan Chase JPM Stock Holding History

MKT Advisors’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 		$747K Sell
2,253
-267
-11% -$93.4K 0.24% 50
2026
Q2 		$855K Buy
2,520
+31
+1% +$9.6K 0.27% 50
2026
Q1 		$740K Sell
2,489
-1
-0% -$303 0.25% 59
2025
Q4 		$832K Sell
2,490
-398
-14% -$123K 0.28% 50
2025
Q3 		$897K Buy
2,888
+12
+0.4% +$3.57K 0.33% 51
2025
Q2 		$835K Buy
2,876
+7
+0.2% +$1.79K 0.33% 47
2025
Q1 		$615K Buy
2,869
+91
+3% +$23.2K 0.29% 53
2024
Q4 		$720K Buy
2,778
+19
+0.7% +$4.42K 0.31% 49
2024
Q3 		$572K Buy
2,759
+1
+0% +$211 0.27% 65
2024
Q2 		$573K Buy
2,758
+180
+7% +$35.2K 0.28% 57
2024
Q1 		$504K Buy
2,578
+1
+0% +$180 0.28% 69
2023
Q4 		$444K Buy
2,577
+40
+2% +$6.06K 0.29% 73
2023
Q3 		$365K Sell
2,537
-5
-0.2% -$750 0.28% 73
2023
Q2 		$399K Hold
2,542
– – 0.28% 69
2023
Q1 		$324K Buy
2,542
+41
+2% +$5.62K 0.24% 82
2022
Q4 		$349K Buy
2,501
+148
+6% +$18.8K 0.26% 79
2022
Q3 		$246K Sell
2,353
-198
-8% -$22.7K 0.21% 97
2022
Q2 		$288K Buy
2,551
+214
+9% +$26.5K 0.22% 94
2022
Q1 		$285K Sell
2,337
-41
-2% -$6.05K 0.22% 97
2021
Q4 		$352K Buy
+2,378
New +$391K 0.28% 81

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
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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

MKT Advisors's JPM Position: Q3 2026 in Review

MKT Advisors reduced its JPMorgan Chase (JPM) stake by 11% in Q3 2026, selling an estimated $93.4K and leaving 2,253 shares worth $747K. The position accounts for 0.24% of the portfolio, ranked #50.

MKT Advisors first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $897K in Q3 2025. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • MKT Advisors held 2,253 shares of JPMorgan Chase worth $747K as of Q3 2026.
  • MKT Advisors sold 267 JPMorgan Chase shares in Q3 2026, an estimated $93.4K.
  • JPMorgan Chase made up 0.24% of MKT Advisors's portfolio in Q3 2026, its #50 holding.
  • MKT Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's JPMorgan Chase position peaked at $897K in Q3 2025.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.