Johnson Dunn Capital Advisors Inc’s JPMorgan Chase JPM Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$338K	Buy	+1,022	New	+$357K	0.24%	135

Other funds holding JPM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's JPM Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in JPMorgan Chase (JPM) in Q3 2026: 1,022 shares worth $338K. The stake represents 0.24% of the portfolio and ranks #135 among its holdings.

4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 1,022 shares of JPMorgan Chase worth $338K as of Q3 2026.
JPMorgan Chase was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
JPMorgan Chase made up 0.24% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #135 holding.
4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.