World Equity Group
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World Equity Group’s JPMorgan Chase JPM Stock Holding History

World Equity Group’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 		$2.29M Sell
6,895
-2,092
-23% -$732K 0.94% 20
2026
Q2 		$2.94M Sell
8,987
-129
-1% -$40.1K 0.66% 31
2026
Q1 		$2.68M Buy
9,116
+667
+8% +$202K 0.69% 31
2025
Q4 		$2.72M Sell
8,449
-23
-0.3% -$7.12K 0.76% 25
2025
Q3 		$2.67M Buy
8,472
+1,795
+27% +$534K 0.61% 31
2025
Q2 		$1.94M Buy
6,677
+61
+0.9% +$15.6K 0.53% 36
2025
Q1 		$1.61M Sell
6,616
-6,680
-50% -$1.7M 0.46% 47
2024
Q4 		$3.19M Buy
13,296
+6,638
+100% +$1.55M 0.68% 38
2024
Q3 		$1.4M Sell
6,658
-7,784
-54% -$1.64M 0.51% 45
2024
Q2 		$2.92M Sell
14,442
-3,831
-21% -$749K 0.87% 22
2024
Q1 		$3.66M Buy
18,273
+230
+1% +$41.5K 0.75% 30
2023
Q4 		$3.07M Buy
18,043
+214
+1% +$32.4K 0.62% 33
2023
Q3 		$2.59M Buy
17,829
+445
+3% +$66.7K 0.54% 42
2023
Q2 		$2.53M Sell
17,384
-22,293
-56% -$3.07M 0.74% 25
2023
Q1 		$1.66M Buy
39,677
+22,872
+136% +$3.13M 0.25% 107
2022
Q4 		$2.25M Buy
16,805
+445
+3% +$56.4K 0.53% 49
2022
Q3 		$1.71M Buy
16,360
+3,327
+26% +$382K 0.43% 58
2022
Q2 		$1.47M Sell
13,033
-95
-0.7% -$11.8K 0.37% 73
2022
Q1 		$1.79M Buy
+13,128
New +$1.94M 0.39% 68

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

World Equity Group's JPM Position: Q3 2026 in Review

World Equity Group reduced its JPMorgan Chase (JPM) stake by 23% in Q3 2026, selling an estimated $732K and leaving 6,895 shares worth $2.29M. The position accounts for 0.94% of the portfolio, ranked #20.

World Equity Group first reported a position in JPM in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.66M in Q1 2024. 1,334 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • World Equity Group held 6,895 shares of JPMorgan Chase worth $2.29M as of Q3 2026.
  • World Equity Group sold 2,092 JPMorgan Chase shares in Q3 2026, an estimated $732K.
  • JPMorgan Chase made up 0.94% of World Equity Group's portfolio in Q3 2026, its #20 holding.
  • World Equity Group first reported a position in JPMorgan Chase in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's JPMorgan Chase position peaked at $3.66M in Q1 2024.
  • 1,334 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.