Stiles Financial Services
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Stiles Financial Services’s JPMorgan Chase JPM Stock Holding History

Stiles Financial Services’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 		$4.99M Sell
15,082
-64
-0.4% -$22.4K 1.27% 16
2026
Q2 		$4.96M Buy
15,146
+579
+4% +$180K 1.25% 18
2026
Q1 		$4.28M Buy
14,567
+658
+5% +$200K 1.31% 15
2025
Q4 		$4.48M Buy
13,909
+618
+5% +$191K 1.38% 13
2025
Q3 		$4.19M Buy
13,291
+925
+7% +$275K 1.32% 14
2025
Q2 		$3.59M Buy
12,366
+1,411
+13% +$360K 1.24% 17
2025
Q1 		$2.69M Buy
10,955
+1,652
+18% +$421K 1.03% 28
2024
Q4 		$2.23M Buy
9,303
+332
+4% +$77.3K 0.81% 42
2024
Q3 		$1.89M Buy
8,971
+441
+5% +$92.9K 0.67% 50
2024
Q2 		$1.73M Sell
8,530
-48
-0.6% -$9.38K 0.66% 49
2024
Q1 		$1.72M Buy
8,578
+1,446
+20% +$261K 0.69% 49
2023
Q4 		$1.21M Buy
7,132
+172
+2% +$26.1K 0.55% 62
2023
Q3 		$1.01M Buy
6,960
+215
+3% +$32.2K 0.52% 62
2023
Q2 		$981K Buy
6,745
+179
+3% +$24.6K 0.49% 63
2023
Q1 		$856K Buy
6,566
+130
+2% +$17.8K 0.46% 66
2022
Q4 		$863K Sell
6,436
-158
-2% -$20K 0.49% 58
2022
Q3 		$689K Buy
6,594
+1,599
+32% +$184K 0.42% 68
2022
Q2 		$562K Buy
4,995
+79
+2% +$9.8K 0.34% 83
2022
Q1 		$670K Buy
4,916
+795
+19% +$117K 0.34% 87
2021
Q4 		$653K Buy
+4,121
New +$677K 0.31% 90

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Stiles Financial Services's JPM Position: Q3 2026 in Review

Stiles Financial Services reduced its JPMorgan Chase (JPM) stake by 0.42% in Q3 2026, selling an estimated $22.4K and leaving 15,082 shares worth $4.99M. The position accounts for 1.27% of the portfolio, ranked #16.

Stiles Financial Services first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Stiles Financial Services held 15,082 shares of JPMorgan Chase worth $4.99M as of Q3 2026.
  • Stiles Financial Services sold 64 JPMorgan Chase shares in Q3 2026, an estimated $22.4K.
  • JPMorgan Chase made up 1.27% of Stiles Financial Services's portfolio in Q3 2026, its #16 holding.
  • Stiles Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.