Values Added Financial
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Values Added Financial’s JPMorgan Chase JPM Stock Holding History

Values Added 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 		$828K Buy
2,504
+41
+2% +$14.3K 0.29% 57
2026
Q2 		$806K Buy
2,463
+155
+7% +$48.1K 0.29% 60
2026
Q1 		$679K Sell
2,308
-1
-0% -$303 0.29% 58
2025
Q4 		$744K Sell
2,309
-1
-0% -$310 0.31% 55
2025
Q3 		$729K Sell
2,310
-305
-12% -$90.7K 0.32% 54
2025
Q2 		$758K Buy
2,615
+258
+11% +$65.8K 0.37% 54
2025
Q1 		$578K Buy
2,357
+490
+26% +$125K 0.32% 60
2024
Q4 		$448K Sell
1,867
-45
-2% -$10.5K 0.26% 70
2024
Q3 		$403K Hold
1,912
– – 0.25% 63
2024
Q2 		$387K Buy
1,912
+539
+39% +$105K 0.28% 60
2024
Q1 		$275K Hold
1,373
– – 0.21% 71
2023
Q4 		$234K Buy
+1,373
New +$208K 0.19% 76

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

Values Added Financial's JPM Position: Q3 2026 in Review

Values Added Financial increased its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, buying an estimated $14.3K and bringing the position to 2,504 shares worth $828K. The position accounts for 0.29% of the portfolio, ranked #57.

Values Added Financial first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 2,353 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Values Added Financial held 2,504 shares of JPMorgan Chase worth $828K as of Q3 2026.
  • Values Added Financial bought 41 JPMorgan Chase shares in Q3 2026, an estimated $14.3K.
  • JPMorgan Chase made up 0.29% of Values Added Financial's portfolio in Q3 2026, its #57 holding.
  • Values Added Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 2,353 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.