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

Whelan 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 		$1.74M Buy
5,246
+517
+11% +$181K 0.45% 26
2026
Q2 		$1.55M Buy
4,729
+607
+15% +$189K 0.42% 29
2026
Q1 		$1.21M Buy
4,122
+20
+0.5% +$6.07K 0.38% 30
2025
Q4 		$1.32M Sell
4,102
-520
-11% -$161K 0.41% 30
2025
Q3 		$1.46M Buy
4,622
+1,146
+33% +$341K 0.46% 24
2025
Q2 		$1.01M Buy
3,476
+8
+0.2% +$2.04K 0.36% 25
2025
Q1 		$851K Buy
3,468
+192
+6% +$48.9K 0.33% 23
2024
Q4 		$785K Buy
3,276
+7
+0.2% +$1.63K 0.31% 21
2024
Q3 		$689K Buy
3,269
+70
+2% +$14.7K 0.28% 20
2024
Q2 		$647K Buy
3,199
+97
+3% +$19K 0.29% 20
2024
Q1 		$621K Buy
3,102
+410
+15% +$74K 0.28% 20
2023
Q4 		$458K Sell
2,692
-70
-3% -$10.6K 0.21% 24
2023
Q3 		$401K Buy
2,762
+265
+11% +$39.7K 0.21% 24
2023
Q2 		$363K Buy
2,497
+104
+4% +$14.3K 0.19% 23
2023
Q1 		$312K Buy
2,393
+4
+0.2% +$548 0.17% 25
2022
Q4 		$320K Buy
2,389
+4
+0.2% +$507 0.19% 22
2022
Q3 		$249K Buy
+2,385
New +$274K 0.17% 22

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Whelan Financial's JPM Position: Q3 2026 in Review

Whelan Financial increased its JPMorgan Chase (JPM) stake by 11% in Q3 2026, buying an estimated $181K and bringing the position to 5,246 shares worth $1.74M. The position accounts for 0.45% of the portfolio, ranked #26.

Whelan Financial first reported a position in JPM in Q3 2022 and has held it in 17 quarters since. 3,100 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Whelan Financial held 5,246 shares of JPMorgan Chase worth $1.74M as of Q3 2026.
  • Whelan Financial bought 517 JPMorgan Chase shares in Q3 2026, an estimated $181K.
  • JPMorgan Chase made up 0.45% of Whelan Financial's portfolio in Q3 2026, its #26 holding.
  • Whelan Financial first reported a position in JPMorgan Chase in Q3 2022 and has held it in 17 quarters since.
  • 3,100 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

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