Stonekeep Investments’s JPMorgan Chase JPM Stock Holding History

Stonekeep Investments’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	$1.93M	Buy	5,836 +4	+0.1%	+$1.4K	1.12%	21
2026 Q2	$1.91M	Buy	5,832 +1,877	+47%	+$583K	1.11%	21
2026 Q1	$1.16M	Buy	3,955 +343	+9%	+$104K	0.75%	24
2025 Q4	$1.16M	Buy	3,612 +11	+0.3%	+$3.41K	0.74%	24
2025 Q3	$1.14M	Buy	3,601 +6	+0.2%	+$1.78K	0.72%	25
2025 Q2	$1.04M	Buy	3,595 +5	+0.1%	+$1.28K	0.7%	25
2025 Q1	$881K	Buy	3,590 +17	+0.5%	+$4.33K	0.65%	25
2024 Q4	$857K	Sell	3,573 -19	-0.5%	-$4.42K	0.64%	25
2024 Q3	$757K	Buy	3,592 +56	+2%	+$11.8K	0.58%	27
2024 Q2	$715K	Buy	+3,536	New	+$691K	0.58%	27

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

Stonekeep Investments's JPM Position: Q3 2026 in Review

Stonekeep Investments increased its JPMorgan Chase (JPM) stake by 0.07% in Q3 2026, buying an estimated $1.4K and bringing the position to 5,836 shares worth $1.93M. The position accounts for 1.12% of the portfolio, ranked #21.

Stonekeep Investments first reported a position in JPM in Q2 2024 and has held it in 10 quarters since. 3,274 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Stonekeep Investments held 5,836 shares of JPMorgan Chase worth $1.93M as of Q3 2026.
Stonekeep Investments bought 4 JPMorgan Chase shares in Q3 2026, an estimated $1.4K.
JPMorgan Chase made up 1.12% of Stonekeep Investments's portfolio in Q3 2026, its #21 holding.
Stonekeep Investments first reported a position in JPMorgan Chase in Q2 2024 and has held it in 10 quarters since.
3,274 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Stonekeep Investments's 13F filing for Q3 2026, filed 15 Oct 2026.