Ring Mountain Capital
JPM icon

Ring Mountain Capital’s JPMorgan Chase JPM Stock Holding History

Ring Mountain Capital’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 		$1.03M Buy
3,112
+8
+0.3% +$2.8K 0.42% 37
2026
Q2 		$1.02M Buy
3,104
+32
+1% +$9.9K 0.43% 37
2026
Q1 		$904K Sell
3,072
-6
-0.2% -$1.82K 0.49% 35
2025
Q4 		$962K Buy
3,078
+9
+0.3% +$2.79K 0.49% 36
2025
Q3 		$968K Buy
3,069
+16
+0.5% +$4.76K 0.54% 32
2025
Q2 		$889K Buy
3,053
+45
+1% +$11.5K 0.54% 32
2025
Q1 		$738K Buy
3,008
+96
+3% +$24.5K 0.55% 30
2024
Q4 		$698K Buy
+2,912
New +$678K 0.47% 35

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Ring Mountain Capital's JPM Position: Q3 2026 in Review

Ring Mountain Capital increased its JPMorgan Chase (JPM) stake by 0.26% in Q3 2026, buying an estimated $2.8K and bringing the position to 3,112 shares worth $1.03M. The position accounts for 0.42% of the portfolio, ranked #37.

Ring Mountain Capital first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,514 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ring Mountain Capital held 3,112 shares of JPMorgan Chase worth $1.03M as of Q3 2026.
  • Ring Mountain Capital bought 8 JPMorgan Chase shares in Q3 2026, an estimated $2.8K.
  • JPMorgan Chase made up 0.42% of Ring Mountain Capital's portfolio in Q3 2026, its #37 holding.
  • Ring Mountain Capital first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,514 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.