Processus Wealth & Capital Management’s JPMorgan Chase JPM Stock Holding History

Processus Wealth & 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	$6.05M	Sell	18,283 -747	-4%	-$261K	3.52%	10
2026 Q2	$6.23M	Buy	19,030 +2	+0%	+$621	3.69%	10
2026 Q1	$5.6M	Buy	19,028 +162	+0.9%	+$49.2K	3.8%	9
2025 Q4	$6.08M	Buy	18,866 +77	+0.4%	+$23.8K	4.01%	8
2025 Q3	$5.93M	Buy	18,789 +121	+0.6%	+$36K	4.25%	6
2025 Q2	$5.41M	Buy	18,668 +274	+1%	+$69.9K	4.28%	7
2025 Q1	$4.51M	Sell	18,394 -21	-0.1%	-$5.35K	3.84%	7
2024 Q4	$4.41M	Sell	18,415 -598	-3%	-$139K	3.52%	8
2024 Q3	$4.01M	Sell	19,013 -166	-0.9%	-$35K	3.3%	9
2024 Q2	$3.88M	Buy	19,179 +112	+0.6%	+$21.9K	3.22%	11
2024 Q1	$3.82M	Buy	19,067 +502	+3%	+$90.6K	3.39%	9
2023 Q4	$3.16M	Buy	+18,565	New	+$2.81M	3.16%	11

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Processus Wealth & Capital Management's JPM Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its JPMorgan Chase (JPM) stake by 3.9% in Q3 2026, selling an estimated $261K and leaving 18,283 shares worth $6.05M. The position accounts for 3.52% of the portfolio, ranked #10.

Processus Wealth & Capital Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.23M in Q2 2026. 1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Processus Wealth & Capital Management held 18,283 shares of JPMorgan Chase worth $6.05M as of Q3 2026.
Processus Wealth & Capital Management sold 747 JPMorgan Chase shares in Q3 2026, an estimated $261K.
JPMorgan Chase made up 3.52% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #10 holding.
Processus Wealth & Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
Processus Wealth & Capital Management's JPMorgan Chase position peaked at $6.23M in Q2 2026.
1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.