Sweeney & Michel’s JPMorgan Chase JPM Stock Holding History

Sweeney & Michel’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	$5.03M	Sell	15,208 -78	-0.5%	-$27.3K	1.34%	18
2026 Q2	$5.46M	Sell	15,286 -1,850	-11%	-$575K	1.44%	18
2026 Q1	$5.38M	Buy	17,136 +9	+0.1%	+$2.73K	1.58%	18
2025 Q4	$5.32M	Sell	17,127 -752	-4%	-$233K	1.57%	17
2025 Q3	$5.38M	Sell	17,879 -171	-0.9%	-$50.9K	1.81%	14
2025 Q2	$5.18M	Sell	18,050 -186	-1%	-$47.5K	1.84%	17
2025 Q1	$3.95M	Buy	+18,236	New	+$4.65M	1.73%	18
2024 Q3	$4.46M	Sell	19,810 -1,352	-6%	-$285K	1.76%	17
2024 Q2	$4.39M	Sell	21,162 -274	-1%	-$53.6K	1.87%	16
2024 Q1	$4.32M	Buy	+21,436	New	+$3.87M	1.91%	17
2023 Q3	$3.12M	Sell	21,530 -1,075	-5%	-$161K	1.63%	18
2023 Q2	$3.52M	Sell	22,605 -319	-1%	-$43.9K	1.81%	14
2023 Q1	$3.19M	Buy	+22,924	New	+$3.14M	1.7%	15

Other funds holding JPM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sweeney & Michel's JPM Position: Q3 2026 in Review

Sweeney & Michel reduced its JPMorgan Chase (JPM) stake by 0.51% in Q3 2026, selling an estimated $27.3K and leaving 15,208 shares worth $5.03M. The position accounts for 1.34% of the portfolio, ranked #18.

Sweeney & Michel first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.46M in Q2 2026. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Sweeney & Michel held 15,208 shares of JPMorgan Chase worth $5.03M as of Q3 2026.
Sweeney & Michel sold 78 JPMorgan Chase shares in Q3 2026, an estimated $27.3K.
JPMorgan Chase made up 1.34% of Sweeney & Michel's portfolio in Q3 2026, its #18 holding.
Sweeney & Michel first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's JPMorgan Chase position peaked at $5.46M in Q2 2026.
1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.