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WJ Interests’s JPMorgan Chase JPM Stock Holding History

WJ Interests’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 		$1.16M Hold
3,498
– – 0.42% 16
2026
Q2 		$1.14M Hold
3,498
– – 0.44% 16
2026
Q1 		$1.03M Hold
3,498
– – 0.4% 14
2025
Q4 		$1.13M Hold
3,498
– – 0.48% 13
2025
Q3 		$1.1M Hold
3,498
– – 0.45% 13
2025
Q2 		$1.01M Hold
3,498
– – 0.43% 12
2025
Q1 		$858K Hold
3,498
– – 0.4% 12
2024
Q4 		$839K Hold
3,498
– – 0.4% 12
2024
Q3 		$738K Hold
3,498
– – 0.33% 13
2024
Q2 		$708K Buy
+3,498
New +$684K 0.35% 12

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

WJ Interests's JPM Position: Q3 2026 in Review

WJ Interests held its JPMorgan Chase (JPM) position steady in Q3 2026 at 3,498 shares worth $1.16M. The position accounts for 0.42% of the portfolio, ranked #16.

WJ Interests first reported a position in JPM in Q2 2024 and has held it in 10 quarters since. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • WJ Interests held 3,498 shares of JPMorgan Chase worth $1.16M as of Q3 2026.
  • WJ Interests left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.42% of WJ Interests's portfolio in Q3 2026, its #16 holding.
  • WJ Interests first reported a position in JPMorgan Chase in Q2 2024 and has held it in 10 quarters since.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.