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Steph & Co’s JPMorgan Chase JPM Stock Holding History

Steph & Co’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 		$1.42M Buy
4,291
+71
+2% +$24.8K 0.36% 31
2026
Q2 		$1.38M Buy
4,220
+193
+5% +$59.9K 0.35% 31
2026
Q1 		$1.18M Buy
4,027
+3
+0.1% +$910 0.34% 30
2025
Q4 		$1.3M Sell
4,024
-539
-12% -$167K 0.37% 29
2025
Q3 		$1.44M Sell
4,563
-421
-8% -$125K 0.44% 27
2025
Q2 		$1.44M Sell
4,984
-78
-2% -$19.9K 0.47% 27
2025
Q1 		$1.24M Sell
5,062
-155
-3% -$39.5K 0.45% 26
2024
Q4 		$1.25M Sell
5,217
-294
-5% -$68.5K 0.42% 27
2024
Q3 		$1.16M Buy
5,511
+79
+1% +$16.6K 0.37% 28
2024
Q2 		$1.1M Sell
5,432
-2,509
-32% -$491K 0.37% 28
2024
Q1 		$1.59M Sell
7,941
-559
-7% -$101K 0.55% 25
2023
Q4 		$1.45M Sell
8,500
-48
-0.6% -$7.27K 0.71% 24
2023
Q3 		$1.24M Sell
8,548
-33
-0.4% -$4.95K 0.69% 24
2023
Q2 		$1.25M Sell
8,581
-13
-0.2% -$1.79K 0.68% 25
2023
Q1 		$1.12M Sell
8,594
-317
-4% -$43.4K 0.69% 23
2022
Q4 		$1.2M Buy
8,911
+233
+3% +$29.5K 0.75% 24
2022
Q3 		$907K Buy
8,678
+154
+2% +$17.7K 0.63% 23
2022
Q2 		$960K Buy
8,524
+293
+4% +$36.3K 0.59% 23
2022
Q1 		$1.12M Buy
8,231
+122
+2% +$18K 0.67% 22
2021
Q4 		$1.28M Buy
8,109
+929
+13% +$153K 0.74% 21
2021
Q3 		$1.18M Buy
7,180
+350
+5% +$54.9K 0.75% 20
2021
Q2 		$1.06M Buy
6,830
+183
+3% +$28.7K 0.69% 21
2021
Q1 		$1.01M Buy
6,647
+6
+0.1% +$863 0.7% 21
2020
Q4 		$844K Buy
6,641
+795
+14% +$88.9K 0.64% 21
2020
Q3 		$563K Sell
5,846
-385
-6% -$37.8K 0.53% 25
2020
Q2 		$586K Buy
6,231
+205
+3% +$19.4K 0.58% 24
2020
Q1 		$543K Sell
6,026
-60
-1% -$7.29K 0.62% 29
2019
Q4 		$848K Buy
+6,086
New +$781K 0.72% 29

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Steph & Co's JPM Position: Q3 2026 in Review

Steph & Co increased its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, buying an estimated $24.8K and bringing the position to 4,291 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #31.

Steph & Co first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.59M in Q1 2024. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Steph & Co held 4,291 shares of JPMorgan Chase worth $1.42M as of Q3 2026.
  • Steph & Co bought 71 JPMorgan Chase shares in Q3 2026, an estimated $24.8K.
  • JPMorgan Chase made up 0.36% of Steph & Co's portfolio in Q3 2026, its #31 holding.
  • Steph & Co first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's JPMorgan Chase position peaked at $1.59M in Q1 2024.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.