Shade Tree Advisors’s JPMorgan Chase JPM Stock Holding History

Shade Tree 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	$561K	Buy	+1,696	New	+$593K	0.3%	37

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

Shade Tree Advisors's JPM Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in JPMorgan Chase (JPM) in Q3 2026: 1,696 shares worth $561K. The stake represents 0.3% of the portfolio and ranks #37 among its holdings.

1,882 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Shade Tree Advisors held 1,696 shares of JPMorgan Chase worth $561K as of Q3 2026.
JPMorgan Chase was a new Shade Tree Advisors position in Q3 2026.
JPMorgan Chase made up 0.3% of Shade Tree Advisors's portfolio in Q3 2026, its #37 holding.
1,882 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.