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Spinnaker Investment Group’s JPMorgan Chase JPM Stock Holding History

Spinnaker Investment Group’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 		$1.76M Sell
5,327
-62
-1% -$21.7K 0.28% 39
2026
Q2 		$1.76M Buy
5,389
+637
+13% +$198K 0.28% 38
2026
Q1 		$1.4M Sell
4,752
-431
-8% -$131K 0.28% 37
2025
Q4 		$1.67M Buy
5,183
+34
+0.7% +$10.5K 0.3% 30
2025
Q3 		$1.62M Buy
5,149
+242
+5% +$72K 0.31% 26
2025
Q2 		$1.42M Sell
4,907
-214
-4% -$54.6K 0.33% 24
2025
Q1 		$1.26M Buy
5,121
+72
+1% +$18.4K 0.28% 31
2024
Q4 		$1.21M Buy
5,049
+152
+3% +$35.4K 0.29% 31
2024
Q3 		$1.03M Buy
4,897
+76
+2% +$16K 0.25% 34
2024
Q2 		$975K Sell
4,821
-431
-8% -$84.3K 0.27% 31
2024
Q1 		$1.05M Sell
5,252
-1,299
-20% -$234K 0.3% 29
2023
Q4 		$1.11M Sell
6,551
-556
-8% -$84.3K 0.34% 28
2023
Q3 		$1.03M Sell
7,107
-231
-3% -$34.6K 0.35% 30
2023
Q2 		$1.07M Sell
7,338
-502
-6% -$69K 0.35% 31
2023
Q1 		$1.02M Buy
7,840
+64
+0.8% +$8.77K 0.36% 27
2022
Q4 		$1.04M Buy
7,776
+173
+2% +$21.9K 0.37% 28
2022
Q3 		$794K Sell
7,603
-73
-1% -$8.38K 0.31% 28
2022
Q2 		$864K Sell
7,676
-1,112
-13% -$138K 0.35% 26
2022
Q1 		$1.24M Sell
8,788
-35
-0.4% -$5.17K 0.4% 27
2021
Q4 		$1.31M Buy
+8,823
New +$1.45M 0.46% 26

Other funds holding JPM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Spinnaker Investment Group's JPM Position: Q3 2026 in Review

Spinnaker Investment Group reduced its JPMorgan Chase (JPM) stake by 1.2% in Q3 2026, selling an estimated $21.7K and leaving 5,327 shares worth $1.76M. The position accounts for 0.28% of the portfolio, ranked #39.

Spinnaker Investment Group first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.76M in Q2 2026. 490 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Spinnaker Investment Group held 5,327 shares of JPMorgan Chase worth $1.76M as of Q3 2026.
  • Spinnaker Investment Group sold 62 JPMorgan Chase shares in Q3 2026, an estimated $21.7K.
  • JPMorgan Chase made up 0.28% of Spinnaker Investment Group's portfolio in Q3 2026, its #39 holding.
  • Spinnaker Investment Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Spinnaker Investment Group's JPMorgan Chase position peaked at $1.76M in Q2 2026.
  • 490 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.