Stablepoint Partners
JPM icon

Stablepoint Partners’s JPMorgan Chase JPM Stock Holding History

Stablepoint Partners’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 		$12.9M Sell
38,943
-226
-0.6% -$79K 1.73% 4
2026
Q2 		$12.8M Buy
39,169
+25
+0.1% +$7.76K 1.77% 3
2026
Q1 		$11.5M Buy
39,144
+545
+1% +$165K 1.71% 4
2025
Q4 		$12.4M Buy
38,599
+167
+0.4% +$51.7K 1.94% 4
2025
Q3 		$12.1M Sell
38,432
-719
-2% -$214K 1.92% 3
2025
Q2 		$11.4M Buy
39,151
+22
+0.1% +$5.61K 1.93% 3
2025
Q1 		$9.6M Sell
39,129
-4,952
-11% -$1.26M 1.74% 5
2024
Q4 		$10.6M Sell
44,081
-1
-0% -$233 1.94% 4
2024
Q3 		$9.3M Sell
44,082
-299
-0.7% -$63K 1.69% 5
2024
Q2 		$9.36M Sell
44,381
-6,017
-12% -$1.18M 1.81% 4
2024
Q1 		$10.1M Buy
50,398
+6,958
+16% +$1.26M 2.05% 3
2023
Q4 		$7.39M Buy
+43,440
New +$6.58M 1.89% 3

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Stablepoint Partners's JPM Position: Q3 2026 in Review

Stablepoint Partners reduced its JPMorgan Chase (JPM) stake by 0.58% in Q3 2026, selling an estimated $79K and leaving 38,943 shares worth $12.9M. The position accounts for 1.73% of the portfolio, ranked #4.

Stablepoint Partners first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Stablepoint Partners held 38,943 shares of JPMorgan Chase worth $12.9M as of Q3 2026.
  • Stablepoint Partners sold 226 JPMorgan Chase shares in Q3 2026, an estimated $79K.
  • JPMorgan Chase made up 1.73% of Stablepoint Partners's portfolio in Q3 2026, its #4 holding.
  • Stablepoint Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Stablepoint Partners's 13F filing for Q3 2026, filed 3 Nov 2026.