StackStone Wealth’s JPMorgan Chase JPM Stock Holding History

StackStone 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	$11.6M	Buy	+35,044	New	+$12.3M	1.14%	23

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

StackStone Wealth's JPM Position: Q3 2026 in Review

StackStone Wealth opened a new position in JPMorgan Chase (JPM) in Q3 2026: 35,044 shares worth $11.6M. The stake represents 1.14% of the portfolio and ranks #23 among its holdings.

2,292 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

StackStone Wealth held 35,044 shares of JPMorgan Chase worth $11.6M as of Q3 2026.
JPMorgan Chase was a new StackStone Wealth position in Q3 2026.
JPMorgan Chase made up 1.14% of StackStone Wealth's portfolio in Q3 2026, its #23 holding.
2,292 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.