Nautilus Advisors’s JPMorgan Chase JPM Stock Holding History

Nautilus 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	$339K	Buy	1,023 +36	+4%	+$12.6K	0.2%	124
2026 Q2	$332K	Buy	987 +2	+0.2%	+$621	0.2%	124
2026 Q1	$290K	Buy	985 +13	+1%	+$3.94K	0.2%	129
2025 Q4	$313K	Sell	972 -123	-11%	-$38.1K	0.2%	126
2025 Q3	$345K	Sell	1,095 -12	-1%	-$3.57K	0.23%	117
2025 Q2	$321K	Buy	1,107 +2	+0.2%	+$510	0.24%	120
2025 Q1	$271K	Sell	1,105 -20	-2%	-$5.1K	0.22%	127
2024 Q4	$270K	Buy	+1,125	New	+$262K	0.21%	124

Other funds holding JPM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Nautilus Advisors's JPM Position: Q3 2026 in Review

Nautilus Advisors increased its JPMorgan Chase (JPM) stake by 3.6% in Q3 2026, buying an estimated $12.6K and bringing the position to 1,023 shares worth $339K. The position accounts for 0.2% of the portfolio, ranked #124.

Nautilus Advisors first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $345K in Q3 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Nautilus Advisors held 1,023 shares of JPMorgan Chase worth $339K as of Q3 2026.
Nautilus Advisors bought 36 JPMorgan Chase shares in Q3 2026, an estimated $12.6K.
JPMorgan Chase made up 0.2% of Nautilus Advisors's portfolio in Q3 2026, its #124 holding.
Nautilus Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's JPMorgan Chase position peaked at $345K in Q3 2025.
283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.