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Stolper & Co’s JPMorgan Chase JPM Stock Holding History

Stolper & 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 		$18.2M Sell
55,144
-51
-0.1% -$17.8K 4.71% 3
2026
Q2 		$18.1M Buy
55,195
+211
+0.4% +$65.5K 4.66% 2
2026
Q1 		$16.2M Sell
54,984
-598
-1% -$181K 4.59% 2
2025
Q4 		$17.9M Sell
55,582
-647
-1% -$200K 5.28% 2
2025
Q3 		$17.7M Sell
56,229
-863
-2% -$257K 5.37% 2
2025
Q2 		$16.6M Sell
57,092
-721
-1% -$184K 5.44% 2
2025
Q1 		$14.2M Sell
57,813
-1,027
-2% -$262K 4.65% 2
2024
Q4 		$14.1M Sell
58,840
-1,154
-2% -$269K 4.7% 3
2024
Q3 		$12.6M Sell
59,994
-418
-0.7% -$88K 4.14% 3
2024
Q2 		$12.2M Buy
60,412
+255
+0.4% +$49.9K 4.3% 3
2024
Q1 		$12M Sell
60,157
-84
-0.1% -$15.2K 4.35% 2
2023
Q4 		$10.2M Buy
60,241
+24
+0% +$3.64K 4.13% 3
2023
Q3 		$8.73M Buy
60,217
+198
+0.3% +$29.7K 3.79% 3
2023
Q2 		$8.73M Sell
60,019
-23
-0% -$3.16K 3.67% 3
2023
Q1 		$7.82M Buy
60,042
+382
+0.6% +$52.3K 3.35% 5
2022
Q4 		$8M Buy
59,660
+1,875
+3% +$238K 3.51% 5
2022
Q3 		$6.04M Buy
57,785
+1,580
+3% +$181K 2.98% 7
2022
Q2 		$6.33M Buy
56,205
+813
+1% +$101K 2.97% 7
2022
Q1 		$7.55M Buy
55,392
+576
+1% +$85K 3.2% 5
2021
Q4 		$8.68M Sell
54,816
-70
-0.1% -$11.5K 3.87% 3
2021
Q3 		$8.98M Sell
54,886
-253
-0.5% -$39.7K 4.29% 3
2021
Q2 		$8.58M Buy
55,139
+354
+0.6% +$55.6K 4.04% 3
2021
Q1 		$8.34M Sell
54,785
-525
-0.9% -$75.5K 4.3% 3
2020
Q4 		$7.03M Sell
55,310
-1,369
-2% -$153K 3.94% 3
2020
Q3 		$5.46M Sell
56,679
-1,719
-3% -$169K 3.53% 4
2020
Q2 		$5.49M Sell
58,398
-1,837
-3% -$174K 3.59% 4
2020
Q1 		$5.42M Buy
+60,235
New +$7.32M 3.89% 3

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

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

Stolper & Co reduced its JPMorgan Chase (JPM) stake by 0.09% in Q3 2026, selling an estimated $17.8K and leaving 55,144 shares worth $18.2M. The position accounts for 4.71% of the portfolio, ranked #3.

Stolper & Co first reported a position in JPM in Q1 2020 and has held it in 27 quarters since. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Stolper & Co held 55,144 shares of JPMorgan Chase worth $18.2M as of Q3 2026.
  • Stolper & Co sold 51 JPMorgan Chase shares in Q3 2026, an estimated $17.8K.
  • JPMorgan Chase made up 4.71% of Stolper & Co's portfolio in Q3 2026, its #3 holding.
  • Stolper & Co first reported a position in JPMorgan Chase in Q1 2020 and has held it in 27 quarters since.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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