Williams & Novak’s JPMorgan Chase JPM Stock Holding History

Williams & Novak’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	$491K	Buy	1,486 +82	+6%	+$28.7K	0.29%	74
2026 Q2	$459K	Sell	1,404 -14	-1%	-$4.35K	0.3%	75
2026 Q1	$419K	Buy	1,418 +128	+10%	+$38.8K	0.31%	71
2025 Q4	$416K	Buy	1,290 +91	+8%	+$28.2K	0.31%	73
2025 Q3	$378K	Buy	1,199 +6	+0.5%	+$1.78K	0.29%	78
2025 Q2	$346K	Sell	1,193 -100	-8%	-$25.5K	0.29%	82
2025 Q1	$315K	Buy	1,293 +43	+3%	+$11K	0.31%	78
2024 Q4	$300K	Sell	1,250 -1,159	-48%	-$270K	0.29%	81
2024 Q3	$508K	Hold	2,409	–	–	0.47%	56
2024 Q2	$487K	Buy	+2,409	New	+$471K	0.45%	55

Other funds holding JPM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Williams & Novak's JPM Position: Q3 2026 in Review

Williams & Novak increased its JPMorgan Chase (JPM) stake by 5.8% in Q3 2026, buying an estimated $28.7K and bringing the position to 1,486 shares worth $491K. The position accounts for 0.29% of the portfolio, ranked #74.

Williams & Novak first reported a position in JPM in Q2 2024 and has held it in 10 quarters since. The position peaked at $508K in Q3 2024. 3,068 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Williams & Novak held 1,486 shares of JPMorgan Chase worth $491K as of Q3 2026.
Williams & Novak bought 82 JPMorgan Chase shares in Q3 2026, an estimated $28.7K.
JPMorgan Chase made up 0.29% of Williams & Novak's portfolio in Q3 2026, its #74 holding.
Williams & Novak first reported a position in JPMorgan Chase in Q2 2024 and has held it in 10 quarters since.
Williams & Novak's JPMorgan Chase position peaked at $508K in Q3 2024.
3,068 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.