Penney Financial
JPM icon

Penney Financial’s JPMorgan Chase JPM Stock Holding History

Penney Financial’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 		$207K Buy
627
+2
+0.3% +$700 0.06% 44
2026
Q2 		$205K Buy
+625
New +$194K 0.07% 52
2026
Q1 		– Sell
-658
Closed -$212K – 50
2025
Q4 		$212K Hold
658
– – 0.08% 48
2025
Q3 		$208K Sell
658
-40
-6% -$11.9K 0.09% 48
2025
Q2 		$202K Buy
+698
New +$178K 0.1% 42

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Penney Financial's JPM Position: Q3 2026 in Review

Penney Financial increased its JPMorgan Chase (JPM) stake by 0.32% in Q3 2026, buying an estimated $700 and bringing the position to 627 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #44.

Penney Financial first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $212K in Q4 2025. 3,441 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Penney Financial held 627 shares of JPMorgan Chase worth $207K as of Q3 2026.
  • Penney Financial bought 2 JPMorgan Chase shares in Q3 2026, an estimated $700.
  • JPMorgan Chase made up 0.06% of Penney Financial's portfolio in Q3 2026, its #44 holding.
  • Penney Financial first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Penney Financial's JPMorgan Chase position peaked at $212K in Q4 2025.
  • 3,441 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.