Solidarity Wealth
JPM icon

Solidarity Wealth’s JPMorgan Chase JPM Stock Holding History

Solidarity Wealth’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 		$2.4M Buy
7,240
+136
+2% +$47.6K 0.41% 34
2026
Q2 		$2.33M Sell
7,104
-4,951
-41% -$1.54M 0.4% 34
2026
Q1 		$3.55M Buy
12,055
+4,787
+66% +$1.45M 0.68% 29
2025
Q4 		$2.34M Buy
7,268
+9
+0.1% +$2.79K 0.48% 34
2025
Q3 		$2.29M Buy
7,259
+425
+6% +$126K 0.49% 38
2025
Q2 		$1.98M Sell
6,834
-98
-1% -$25K 0.46% 36
2025
Q1 		$1.7M Buy
6,932
+104
+2% +$26.5K 0.42% 40
2024
Q4 		$1.64M Sell
6,828
-9
-0.1% -$2.1K 0.43% 39
2024
Q3 		$1.44M Sell
6,837
-5,194
-43% -$1.09M 0.39% 41
2024
Q2 		$2.43M Buy
12,031
+5,200
+76% +$1.02M 0.74% 35
2024
Q1 		$1.37M Sell
6,831
-1
-0% -$180 0.43% 43
2023
Q4 		$1.16M Sell
6,832
-598
-8% -$90.6K 0.42% 43
2023
Q3 		$1.08M Sell
7,430
-1,159
-13% -$174K 0.39% 46
2023
Q2 		$1.25M Hold
8,589
– – 0.51% 40
2023
Q1 		$1.12M Buy
+8,589
New +$1.18M 0.51% 45
2022
Q3 		$1.43M Sell
10,879
-716
-6% -$82.2K 0.83% 38
2022
Q2 		$1.34M Sell
11,595
-1,156
-9% -$143K 0.72% 36
2022
Q1 		$1.67M Buy
+12,751
New +$1.88M 0.94% 25

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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

Solidarity Wealth's JPM Position: Q3 2026 in Review

Solidarity Wealth increased its JPMorgan Chase (JPM) stake by 1.9% in Q3 2026, buying an estimated $47.6K and bringing the position to 7,240 shares worth $2.4M. The position accounts for 0.41% of the portfolio, ranked #34.

Solidarity Wealth first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.55M in Q1 2026. 2,564 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Solidarity Wealth held 7,240 shares of JPMorgan Chase worth $2.4M as of Q3 2026.
  • Solidarity Wealth bought 136 JPMorgan Chase shares in Q3 2026, an estimated $47.6K.
  • JPMorgan Chase made up 0.41% of Solidarity Wealth's portfolio in Q3 2026, its #34 holding.
  • Solidarity Wealth first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • Solidarity Wealth's JPMorgan Chase position peaked at $3.55M in Q1 2026.
  • 2,564 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.