Next Level Private
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Next Level Private’s JPMorgan Chase JPM Stock Holding History

Next Level Private’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 		$19.2M Sell
57,953
-55
-0.1% -$19.2K 3.69% 6
2026
Q2 		$19M Buy
58,008
+342
+0.6% +$106K 3.72% 7
2026
Q1 		$17M Buy
57,666
+252
+0.4% +$76.5K 3.83% 6
2025
Q4 		$18.5M Sell
57,414
-951
-2% -$294K 4.85% 5
2025
Q3 		$18M Buy
58,365
+764
+1% +$227K 5.23% 4
2025
Q2 		$16.7M Buy
57,601
+1,317
+2% +$336K 5.44% 3
2025
Q1 		$13.8M Buy
56,284
+90
+0.2% +$22.9K 5.14% 2
2024
Q4 		$13.5M Sell
56,194
-9
-0% -$2.1K 5.43% 2
2024
Q3 		$11.9M Buy
56,203
+67
+0.1% +$14.1K 4.86% 2
2024
Q2 		$11.4M Sell
56,136
-3,781
-6% -$739K 5.19% 2
2024
Q1 		$12M Buy
59,917
+4,709
+9% +$850K 5.51% 2
2023
Q4 		$9.39M Sell
55,208
-606
-1% -$91.8K 5.32% 4
2023
Q3 		$8.02M Buy
55,814
+115
+0.2% +$17.2K 5.32% 4
2023
Q2 		$8.08M Buy
55,699
+1,568
+3% +$216K 5.23% 4
2023
Q1 		$7.05M Buy
54,131
+913
+2% +$125K 5.55% 4
2022
Q4 		$7.31M Buy
53,218
+660
+1% +$83.6K 5.38% 3
2022
Q3 		$5.8M Buy
52,558
+15,616
+42% +$1.79M 5.11% 3
2022
Q2 		$4.16M Sell
36,942
-1,302
-3% -$161K 1.59% 9
2022
Q1 		$5.21M Buy
38,244
+3,084
+9% +$455K 4.21% 6
2021
Q4 		$5.57M Buy
+35,160
New +$5.77M 4.67% 5

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Next Level Private's JPM Position: Q3 2026 in Review

Next Level Private reduced its JPMorgan Chase (JPM) stake by 0.09% in Q3 2026, selling an estimated $19.2K and leaving 57,953 shares worth $19.2M. The position accounts for 3.69% of the portfolio, ranked #6.

Next Level Private first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 2,564 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Next Level Private held 57,953 shares of JPMorgan Chase worth $19.2M as of Q3 2026.
  • Next Level Private sold 55 JPMorgan Chase shares in Q3 2026, an estimated $19.2K.
  • JPMorgan Chase made up 3.69% of Next Level Private's portfolio in Q3 2026, its #6 holding.
  • Next Level Private first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 2,564 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.