Talbot Financial
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Talbot Financial’s JPMorgan Chase JPM Stock Holding History

Talbot Financial’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 		$37.4M Buy
112,945
+35
+0% +$12.2K 2.69% 10
2026
Q2 		$37M Buy
112,910
+1,642
+1% +$510K 2.72% 9
2026
Q1 		$32.7M Buy
111,268
+2,976
+3% +$903K 2.75% 10
2025
Q4 		$34.9M Sell
108,292
-266
-0.2% -$82.4K 2.87% 9
2025
Q3 		$34.2M Buy
108,558
+1,288
+1% +$383K 2.9% 7
2025
Q2 		$31.1M Buy
107,270
+13,530
+14% +$3.45M 2.94% 7
2025
Q1 		$23M Sell
93,740
-2,309
-2% -$589K 2.88% 6
2024
Q4 		$23M Sell
96,049
-389
-0.4% -$90.6K 2.74% 7
2024
Q3 		$20.3M Buy
96,438
+2,851
+3% +$601K 2.48% 8
2024
Q2 		$18.9M Buy
93,587
+661
+0.7% +$129K 2.44% 9
2024
Q1 		$18.6M Buy
92,926
+806
+0.9% +$145K 2.49% 9
2023
Q4 		$15.7M Buy
92,120
+4,040
+5% +$612K 2.36% 9
2023
Q3 		$12.8M Buy
88,080
+169
+0.2% +$25.3K 2.23% 10
2023
Q2 		$12.8M Buy
87,911
+376
+0.4% +$51.7K 2.17% 10
2023
Q1 		$11.4M Sell
87,535
-17,293
-16% -$2.37M 2.12% 12
2022
Q4 		$14.1M Buy
+104,828
New +$13.3M 2.89% 8

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

Talbot Financial's JPM Position: Q3 2026 in Review

Talbot Financial increased its JPMorgan Chase (JPM) stake by 0.03% in Q3 2026, buying an estimated $12.2K and bringing the position to 112,945 shares worth $37.4M. The position accounts for 2.69% of the portfolio, ranked #10.

Talbot Financial first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Talbot Financial held 112,945 shares of JPMorgan Chase worth $37.4M as of Q3 2026.
  • Talbot Financial bought 35 JPMorgan Chase shares in Q3 2026, an estimated $12.2K.
  • JPMorgan Chase made up 2.69% of Talbot Financial's portfolio in Q3 2026, its #10 holding.
  • Talbot Financial first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Talbot Financial's 13F filing for Q3 2026, filed 19 Oct 2026.