Unique Wealth
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Unique Wealth’s JPMorgan Chase JPM Stock Holding History

Unique 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 		$452K Buy
1,367
+172
+14% +$60.2K 0.05% 157
2026
Q2 		$391K Buy
1,195
+19
+2% +$5.9K 0.05% 155
2026
Q1 		$346K Buy
1,176
+218
+23% +$66.2K 0.05% 154
2025
Q4 		$309K Buy
958
+71
+8% +$22K 0.04% 152
2025
Q3 		$280K Buy
887
+154
+21% +$45.8K 0.04% 153
2025
Q2 		$213K Buy
+733
New +$187K 0.03% 168

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Unique Wealth's JPM Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan Chase (JPM) stake by 14% in Q3 2026, buying an estimated $60.2K and bringing the position to 1,367 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #157.

Unique Wealth first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 2,353 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Unique Wealth held 1,367 shares of JPMorgan Chase worth $452K as of Q3 2026.
  • Unique Wealth bought 172 JPMorgan Chase shares in Q3 2026, an estimated $60.2K.
  • JPMorgan Chase made up 0.05% of Unique Wealth's portfolio in Q3 2026, its #157 holding.
  • Unique Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • 2,353 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.