Permanent Capital Management
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Permanent Capital Management’s JPMorgan Chase JPM Stock Holding History

Permanent Capital Management’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 		– Sell
-3,158
Closed -$1.03M – 121
2026
Q2 		$1.03M Hold
3,158
– – 0.14% 52
2026
Q1 		$989K Sell
3,158
-169
-5% -$51.3K 0.15% 44
2025
Q4 		$1.07M Sell
3,327
-383
-10% -$119K 0.21% 51
2025
Q3 		$1.17M Buy
+3,710
New +$1.1M 0.22% 46
2025
Q1 		$773K Hold
3,151
– – 0.22% 25
2024
Q4 		$755K Buy
+3,151
New +$734K 0.23% 23
2024
Q2 		$1.08M Buy
+3,710
New +$725K 0.22% 45

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Permanent Capital Management's JPM Position: Q3 2026 in Review

Permanent Capital Management sold out of JPMorgan Chase (JPM) in Q3 2026, closing a stake of 3,158 shares — an estimated $1.03M sold.

Permanent Capital Management first reported a position in JPM in Q2 2024 and held it in 7 quarters. The position peaked at $1.17M in Q3 2025. 4,223 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Permanent Capital Management reported no remaining JPMorgan Chase position as of Q3 2026 after selling out during the quarter.
  • Permanent Capital Management sold 3,158 JPMorgan Chase shares in Q3 2026, an estimated $1.03M.
  • Permanent Capital Management first reported a position in JPMorgan Chase in Q2 2024 and held it in 7 quarters.
  • Permanent Capital Management's JPMorgan Chase position peaked at $1.17M in Q3 2025.
  • 4,223 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Permanent Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.