St. Clair Advisors
JPM icon

St. Clair Advisors’s JPMorgan Chase JPM Stock Holding History

St. Clair 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 		$2.02M Hold
6,116
– – 0.5% 36
2026
Q2 		$2M Hold
6,116
– – 0.52% 36
2026
Q1 		$1.8M Sell
6,116
-75
-1% -$22.8K 0.48% 38
2025
Q4 		$1.99M Hold
6,191
– – 0.51% 34
2025
Q3 		$1.95M Buy
6,191
+31
+0.5% +$9.22K 0.52% 34
2025
Q2 		$1.79M Sell
6,160
-200
-3% -$51K 0.47% 36
2025
Q1 		$1.56M Hold
6,360
– – 0.44% 36
2024
Q4 		$1.52M Buy
6,360
+605
+11% +$141K 0.44% 38
2024
Q3 		$1.21M Sell
5,755
-100
-2% -$21.1K 0.34% 41
2024
Q2 		$1.18M Hold
5,855
– – 0.38% 37
2024
Q1 		$1.17M Hold
5,855
– – 0.38% 38
2023
Q4 		$996K Hold
5,855
– – 0.34% 47
2023
Q3 		$849K Hold
5,855
– – 0.33% 44
2023
Q2 		$852K Buy
5,855
+554
+10% +$76.2K 0.33% 42
2023
Q1 		$691K Buy
5,301
+3,000
+130% +$411K 0.3% 45
2022
Q4 		$309K Buy
+2,301
New +$292K 0.19% 45
2022
Q1 		– Sell
-1,285
Closed -$203K – 47
2021
Q4 		$203K Sell
1,285
-881
-41% -$145K 0.12% 49
2021
Q3 		$355K Buy
+2,166
New +$340K 0.25% 39
2021
Q2 		– Sell
-1,569
Closed -$239K – 43
2021
Q1 		$239K Sell
1,569
-100
-6% -$14.4K 0.19% 38
2020
Q4 		$212K Buy
+1,669
New +$187K 0.2% 42

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

St. Clair Advisors's JPM Position: Q3 2026 in Review

St. Clair Advisors held its JPMorgan Chase (JPM) position steady in Q3 2026 at 6,116 shares worth $2.02M. The position accounts for 0.5% of the portfolio, ranked #36.

St. Clair Advisors first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • St. Clair Advisors held 6,116 shares of JPMorgan Chase worth $2.02M as of Q3 2026.
  • St. Clair Advisors left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.5% of St. Clair Advisors's portfolio in Q3 2026, its #36 holding.
  • St. Clair Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.