Whitcomb & Hess
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Whitcomb & Hess’s JPMorgan Chase JPM Stock Holding History

Whitcomb & Hess’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 		$306K Sell
924
-20
-2% -$7K 0.07% 48
2026
Q2 		$309K Buy
944
+4
+0.4% +$1.24K 0.07% 49
2026
Q1 		$276K Sell
940
-30
-3% -$9.1K 0.06% 52
2025
Q4 		$302K Sell
970
-6
-0.6% -$1.86K 0.07% 48
2025
Q3 		$308K Sell
976
-118
-11% -$35.1K 0.08% 47
2025
Q2 		$317K Sell
1,094
-196
-15% -$50K 0.09% 45
2025
Q1 		$317K Buy
1,290
+5
+0.4% +$1.28K 0.1% 42
2024
Q4 		$308K Sell
1,285
-62
-5% -$14.4K 0.1% 43
2024
Q3 		$284K Sell
1,347
-105
-7% -$22.1K 0.08% 45
2024
Q2 		$294K Sell
1,452
-1,099
-43% -$215K 0.09% 42
2024
Q1 		$511K Sell
2,551
-3,005
-54% -$542K 0.16% 31
2023
Q4 		$945K Sell
5,556
-97
-2% -$14.7K 0.32% 27
2023
Q3 		$820K Sell
5,653
-44
-0.8% -$6.6K 0.31% 26
2023
Q2 		$829K Buy
5,697
+6
+0.1% +$825 0.3% 27
2023
Q1 		$742K Buy
5,691
+5
+0.1% +$685 0.28% 27
2022
Q4 		$763K Sell
5,686
-42
-0.7% -$5.32K 0.3% 25
2022
Q3 		$599K Sell
5,728
-232
-4% -$26.6K 0.27% 22
2022
Q2 		$671K Sell
5,960
-234
-4% -$29K 0.29% 21
2022
Q1 		$844K Hold
6,194
– – 0.33% 19
2021
Q4 		$966K Buy
6,194
+183
+3% +$30.1K 0.38% 18
2021
Q3 		$984K Buy
6,011
+4
+0.1% +$627 0.42% 18
2021
Q2 		$934K Buy
+6,007
New +$943K 0.4% 18

Other funds holding JPM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
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

Whitcomb & Hess's JPM Position: Q3 2026 in Review

Whitcomb & Hess reduced its JPMorgan Chase (JPM) stake by 2.1% in Q3 2026, selling an estimated $7K and leaving 924 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #48.

Whitcomb & Hess first reported a position in JPM in Q2 2021 and has held it in 22 quarters since. The position peaked at $984K in Q3 2021. 2,971 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Whitcomb & Hess held 924 shares of JPMorgan Chase worth $306K as of Q3 2026.
  • Whitcomb & Hess sold 20 JPMorgan Chase shares in Q3 2026, an estimated $7K.
  • JPMorgan Chase made up 0.07% of Whitcomb & Hess's portfolio in Q3 2026, its #48 holding.
  • Whitcomb & Hess first reported a position in JPMorgan Chase in Q2 2021 and has held it in 22 quarters since.
  • Whitcomb & Hess's JPMorgan Chase position peaked at $984K in Q3 2021.
  • 2,971 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.