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Rhodes Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Rhodes Investment 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 		$3.73M Sell
11,286
-118
-1% -$41.3K 2.65% 6
2026
Q2 		$3.73M Sell
11,404
-235
-2% -$73K 2.75% 5
2026
Q1 		$3.42M Sell
11,639
-1,415
-11% -$429K 2.95% 5
2025
Q4 		$4.21M Buy
+13,054
New +$4.04M 3.4% 4

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Rhodes Investment Advisors's JPM Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1% in Q3 2026, selling an estimated $41.3K and leaving 11,286 shares worth $3.73M. The position accounts for 2.65% of the portfolio, ranked #6.

Rhodes Investment Advisors first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.21M in Q4 2025. 175 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Rhodes Investment Advisors held 11,286 shares of JPMorgan Chase worth $3.73M as of Q3 2026.
  • Rhodes Investment Advisors sold 118 JPMorgan Chase shares in Q3 2026, an estimated $41.3K.
  • JPMorgan Chase made up 2.65% of Rhodes Investment Advisors's portfolio in Q3 2026, its #6 holding.
  • Rhodes Investment Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's JPMorgan Chase position peaked at $4.21M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.