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Sprinkle Financial Consultants’s JPMorgan Chase JPM Stock Holding History

Sprinkle Financial Consultants’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 		$647K Sell
1,955
-63
-3% -$22K 0.25% 65
2026
Q2 		$661K Buy
2,018
+96
+5% +$29.8K 0.26% 64
2026
Q1 		$565K Buy
1,922
+3
+0.2% +$910 0.26% 64
2025
Q4 		$618K Sell
1,919
-315
-14% -$97.5K 0.31% 57
2025
Q3 		$705K Buy
2,234
+18
+0.8% +$5.35K 0.39% 50
2025
Q2 		$642K Sell
2,216
-77
-3% -$19.6K 0.39% 49
2025
Q1 		$563K Buy
2,293
+201
+10% +$51.2K 0.36% 49
2024
Q4 		$501K Buy
2,092
+3
+0.1% +$699 0.34% 46
2024
Q3 		$441K Buy
2,089
+2
+0.1% +$421 0.31% 49
2024
Q2 		$422K Buy
2,087
+2
+0.1% +$391 0.33% 49
2024
Q1 		$418K Buy
2,085
+3
+0.1% +$541 0.36% 46
2023
Q4 		$354K Buy
+2,082
New +$316K 0.36% 45

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sprinkle Financial Consultants's JPM Position: Q3 2026 in Review

Sprinkle Financial Consultants reduced its JPMorgan Chase (JPM) stake by 3.1% in Q3 2026, selling an estimated $22K and leaving 1,955 shares worth $647K. The position accounts for 0.25% of the portfolio, ranked #65.

Sprinkle Financial Consultants first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $705K in Q3 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sprinkle Financial Consultants held 1,955 shares of JPMorgan Chase worth $647K as of Q3 2026.
  • Sprinkle Financial Consultants sold 63 JPMorgan Chase shares in Q3 2026, an estimated $22K.
  • JPMorgan Chase made up 0.25% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #65 holding.
  • Sprinkle Financial Consultants first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Sprinkle Financial Consultants's JPMorgan Chase position peaked at $705K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.