Prudent Man Advisors
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Prudent Man Advisors’s JPMorgan Chase JPM Stock Holding History

Prudent Man 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 		$7.45M Sell
22,508
-702
-3% -$246K 1.75% 13
2026
Q2 		$7.6M Buy
23,210
+2,361
+11% +$733K 1.74% 13
2026
Q1 		$6.13M Buy
20,849
+7,388
+55% +$2.24M 1.84% 13
2025
Q4 		$4.34M Sell
13,461
-244
-2% -$75.5K 1.58% 13
2025
Q3 		$4.32M Sell
13,705
-5,314
-28% -$1.58M 1.59% 13
2025
Q2 		$5.51M Buy
19,019
+1,887
+11% +$482K 1.75% 10
2025
Q1 		$4.2M Buy
17,132
+481
+3% +$123K 1.53% 10
2024
Q4 		$3.99M Sell
16,651
-1,793
-10% -$418K 1.45% 10
2024
Q3 		$3.89M Sell
18,444
-1,937
-10% -$408K 1.3% 12
2024
Q2 		$4.12M Buy
20,381
+789
+4% +$154K 1.46% 11
2024
Q1 		$3.92M Sell
19,592
-1,160
-6% -$209K 1.47% 9
2023
Q4 		$3.53M Buy
20,752
+677
+3% +$103K 1.32% 12
2023
Q3 		$2.91M Buy
20,075
+2,687
+15% +$403K 1.16% 13
2023
Q2 		$2.53M Sell
17,388
-423
-2% -$58.2K 0.95% 13
2023
Q1 		$2.32M Buy
17,811
+4,008
+29% +$549K 0.91% 15
2022
Q4 		$1.85M Buy
13,803
+1,794
+15% +$227K 0.75% 20
2022
Q3 		$1.26M Buy
12,009
+241
+2% +$27.7K 0.59% 27
2022
Q2 		$1.32M Sell
11,768
-140
-1% -$17.3K 0.62% 26
2022
Q1 		$1.62M Buy
11,908
+5,462
+85% +$806K 0.66% 23
2021
Q4 		$1.02M Sell
6,446
-1,033
-14% -$170K 0.39% 53
2021
Q3 		$1.22M Buy
7,479
+7
+0.1% +$1.1K 0.46% 45
2021
Q2 		$1.16M Sell
7,472
-24
-0.3% -$3.77K 0.45% 46
2021
Q1 		$1.14M Buy
7,496
+286
+4% +$41.1K 0.48% 47
2020
Q4 		$916K Sell
7,210
-318
-4% -$35.5K 0.38% 50
2020
Q3 		$725K Buy
7,528
+255
+4% +$25K 0.38% 57
2020
Q2 		$684K Buy
+7,273
New +$690K 0.61% 44

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

Prudent Man Advisors's JPM Position: Q3 2026 in Review

Prudent Man Advisors reduced its JPMorgan Chase (JPM) stake by 3% in Q3 2026, selling an estimated $246K and leaving 22,508 shares worth $7.45M. The position accounts for 1.75% of the portfolio, ranked #13.

Prudent Man Advisors first reported a position in JPM in Q2 2020 and has held it in 26 quarters since. The position peaked at $7.6M in Q2 2026. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Prudent Man Advisors held 22,508 shares of JPMorgan Chase worth $7.45M as of Q3 2026.
  • Prudent Man Advisors sold 702 JPMorgan Chase shares in Q3 2026, an estimated $246K.
  • JPMorgan Chase made up 1.75% of Prudent Man Advisors's portfolio in Q3 2026, its #13 holding.
  • Prudent Man Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 26 quarters since.
  • Prudent Man Advisors's JPMorgan Chase position peaked at $7.6M in Q2 2026.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.