WD Rutherford
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WD Rutherford’s JPMorgan Chase JPM Stock Holding History

WD Rutherford’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 		$6.34M Sell
19,153
-903
-5% -$316K 2.41% 11
2026
Q2 		$6.56M Sell
20,056
-342
-2% -$106K 2.38% 12
2026
Q1 		$6M Sell
20,398
-1,285
-6% -$390K 2.67% 5
2025
Q4 		$6.99M Sell
21,683
-201
-0.9% -$62.2K 2.92% 6
2025
Q3 		$6.9M Sell
21,884
-250
-1% -$74.4K 2.94% 7
2025
Q2 		$6.42M Sell
22,134
-750
-3% -$191K 2.95% 4
2025
Q1 		$5.33M Buy
22,884
+90
+0.4% +$22.9K 2.84% 7
2024
Q4 		$5.46M Sell
22,794
-567
-2% -$132K 2.59% 7
2024
Q3 		$4.93M Sell
23,361
-41
-0.2% -$8.64K 2.41% 10
2024
Q2 		$4.73M Sell
23,402
-276
-1% -$54K 2.38% 10
2024
Q1 		$4.74M Sell
23,678
-1,483
-6% -$268K 2.45% 9
2023
Q4 		$4.28M Sell
25,161
-344
-1% -$52.1K 2.49% 11
2023
Q3 		$3.7M Buy
25,505
+2,485
+11% +$373K 2.54% 8
2023
Q2 		$3.35M Buy
23,020
+90
+0.4% +$12.4K 2.14% 20
2023
Q1 		$2.99M Buy
22,930
+285
+1% +$39K 2.11% 21
2022
Q4 		$3.04M Sell
22,645
-825
-4% -$105K 2.39% 16
2022
Q3 		$2.45M Sell
23,470
-350
-1% -$40.2K 1.97% 21
2022
Q2 		$2.68M Sell
23,820
-80
-0.3% -$9.9K 2.07% 20
2022
Q1 		$3.26M Sell
23,900
-155
-0.6% -$22.9K 1.86% 24
2021
Q4 		$3.81M Sell
24,055
-270
-1% -$44.3K 1.93% 23
2021
Q3 		$3.98M Buy
24,325
+1,190
+5% +$187K 2.16% 20
2021
Q2 		$3.6M Buy
23,135
+160
+0.7% +$25.1K 2% 25
2021
Q1 		$3.5M Buy
22,975
+1,205
+6% +$173K 2.18% 22
2020
Q4 		$2.77M Buy
+21,770
New +$2.43M 1.75% 27

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

WD Rutherford's JPM Position: Q3 2026 in Review

WD Rutherford reduced its JPMorgan Chase (JPM) stake by 4.5% in Q3 2026, selling an estimated $316K and leaving 19,153 shares worth $6.34M. The position accounts for 2.41% of the portfolio, ranked #11.

WD Rutherford first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.99M in Q4 2025. 2,564 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • WD Rutherford held 19,153 shares of JPMorgan Chase worth $6.34M as of Q3 2026.
  • WD Rutherford sold 903 JPMorgan Chase shares in Q3 2026, an estimated $316K.
  • JPMorgan Chase made up 2.41% of WD Rutherford's portfolio in Q3 2026, its #11 holding.
  • WD Rutherford first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • WD Rutherford's JPMorgan Chase position peaked at $6.99M in Q4 2025.
  • 2,564 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.