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Stone Summit Wealth’s JPMorgan Chase JPM Stock Holding History

Stone Summit 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 		$7.91M Sell
23,915
-3,259
-12% -$1.14M 2.14% 13
2026
Q2 		$8.89M Sell
27,174
-1,068
-4% -$332K 2.26% 10
2026
Q1 		$8.31M Sell
28,242
-1,688
-6% -$512K 2.31% 11
2025
Q4 		$9.6M Sell
29,930
-1,073
-3% -$332K 2.62% 8
2025
Q3 		$9.8M Buy
31,003
+579
+2% +$172K 2.77% 6
2025
Q2 		$8.82M Sell
30,424
-343
-1% -$87.5K 2.73% 4
2025
Q1 		$7.55M Sell
30,767
-334
-1% -$85.2K 2.56% 5
2024
Q4 		$7.46M Sell
31,101
-1,088
-3% -$253K 2.5% 7
2024
Q3 		$6.79M Sell
32,189
-992
-3% -$209K 2.19% 6
2024
Q2 		$6.71M Sell
33,181
-868
-3% -$170K 2.41% 6
2024
Q1 		$6.82M Sell
34,049
-1,591
-4% -$287K 2.37% 6
2023
Q4 		$6.06M Sell
35,640
-1,709
-5% -$259K 2.33% 6
2023
Q3 		$5.42M Sell
37,349
-594
-2% -$89K 2.32% 5
2023
Q2 		$5.52M Sell
37,943
-163
-0.4% -$22.4K 2.29% 6
2023
Q1 		$4.97M Sell
38,106
-1,370
-3% -$188K 2.21% 6
2022
Q4 		$5.29M Buy
39,476
+3,020
+8% +$383K 2.6% 6
2022
Q3 		$3.81M Buy
36,456
+2,450
+7% +$281K 2.34% 6
2022
Q2 		$3.83M Buy
34,006
+316
+0.9% +$39.2K 2.29% 6
2022
Q1 		$4.56M Buy
33,690
+11,993
+55% +$1.77M 2.55% 3
2021
Q4 		$3.44M Buy
+21,697
New +$3.56M 2.79% 4

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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 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

Stone Summit Wealth's JPM Position: Q3 2026 in Review

Stone Summit Wealth reduced its JPMorgan Chase (JPM) stake by 12% in Q3 2026, selling an estimated $1.14M and leaving 23,915 shares worth $7.91M. The position accounts for 2.14% of the portfolio, ranked #13.

Stone Summit Wealth first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.8M in Q3 2025. 1,140 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Stone Summit Wealth held 23,915 shares of JPMorgan Chase worth $7.91M as of Q3 2026.
  • Stone Summit Wealth sold 3,259 JPMorgan Chase shares in Q3 2026, an estimated $1.14M.
  • JPMorgan Chase made up 2.14% of Stone Summit Wealth's portfolio in Q3 2026, its #13 holding.
  • Stone Summit Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's JPMorgan Chase position peaked at $9.8M in Q3 2025.
  • 1,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.