Ted Buchan & Co’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$242K Hold
732
– – 0.08% 90
2026
Q2
$240K Buy
+732
New +$227K 0.08% 86
2026
Q1
– Sell
-628
Closed -$202K – 93
2025
Q4
$202K Sell
628
-47
-7% -$14.6K 0.07% 88
2025
Q3
$213K Buy
+675
New +$201K 0.08% 80
2023
Q2
– Sell
-7,302
Closed -$952K – 88
2023
Q1
$952K Sell
7,302
-637
-8% -$87.3K 0.8% 24
2022
Q4
$1.06M Buy
+7,939
New +$1.01M 0.98% 21

Other funds holding JPM

Ted Buchan & Co's JPM Position: Q3 2026 in Review

Ted Buchan & Co held its JPMorgan Chase (JPM) position steady in Q3 2026 at 732 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #90.

Ted Buchan & Co first reported a position in JPM in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2022. 2,292 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Ted Buchan & Co held 732 shares of JPMorgan Chase worth $242K as of Q3 2026.
  • Ted Buchan & Co left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.08% of Ted Buchan & Co's portfolio in Q3 2026, its #90 holding.
  • Ted Buchan & Co first reported a position in JPMorgan Chase in Q4 2022 and has held it in 6 quarters since.
  • Ted Buchan & Co's JPMorgan Chase position peaked at $1.06M in Q4 2022.
  • 2,292 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.