Stewardship Advisors’s JPMorgan Chase JPM Stock Holding History

Stewardship 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	$649K	Buy	1,961 +17	+0.9%	+$5.95K	0.14%	83
2026 Q2	$636K	Sell	1,944 -17	-0.9%	-$5.28K	0.13%	81
2026 Q1	$577K	Sell	1,961 -73	-4%	-$22.2K	0.13%	79
2025 Q4	$655K	Buy	2,034 +144	+8%	+$44.6K	0.15%	71
2025 Q3	$596K	Buy	1,890 +2	+0.1%	+$595	0.14%	68
2025 Q2	$547K	Buy	1,888 +57	+3%	+$14.5K	0.14%	72
2025 Q1	$449K	Buy	1,831 +13	+0.7%	+$3.31K	0.12%	81
2024 Q4	$436K	Buy	1,818 +150	+9%	+$34.9K	0.12%	94
2024 Q3	$352K	Buy	+1,668	New	+$351K	0.1%	88

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Stewardship Advisors's JPM Position: Q3 2026 in Review

Stewardship Advisors increased its JPMorgan Chase (JPM) stake by 0.87% in Q3 2026, buying an estimated $5.95K and bringing the position to 1,961 shares worth $649K. The position accounts for 0.14% of the portfolio, ranked #83.

Stewardship Advisors first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. The position peaked at $655K in Q4 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Stewardship Advisors held 1,961 shares of JPMorgan Chase worth $649K as of Q3 2026.
Stewardship Advisors bought 17 JPMorgan Chase shares in Q3 2026, an estimated $5.95K.
JPMorgan Chase made up 0.14% of Stewardship Advisors's portfolio in Q3 2026, its #83 holding.
Stewardship Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
Stewardship Advisors's JPMorgan Chase position peaked at $655K in Q4 2025.
3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.