James T. Borello RIA
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James T. Borello RIA’s JPMorgan Chase JPM Stock Holding History

James T. Borello RIA’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 		$461K Buy
1,394
+70
+5% +$24.5K 0.1% 74
2026
Q2 		$433K Buy
1,324
+33
+3% +$10.2K 0.09% 73
2026
Q1 		$380K Buy
1,291
+194
+18% +$58.9K 0.1% 73
2025
Q4 		$353K Buy
1,097
+189
+21% +$58.5K 0.09% 73
2025
Q3 		$286K Buy
908
+348
+62% +$104K 0.08% 78
2025
Q2 		$162K Hold
560
– – 0.05% 93
2025
Q1 		$137K Buy
+560
New +$143K 0.04% 87

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

James T. Borello RIA's JPM Position: Q3 2026 in Review

James T. Borello RIA increased its JPMorgan Chase (JPM) stake by 5.3% in Q3 2026, buying an estimated $24.5K and bringing the position to 1,394 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #74.

James T. Borello RIA first reported a position in JPM in Q1 2025 and has held it in 7 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • James T. Borello RIA held 1,394 shares of JPMorgan Chase worth $461K as of Q3 2026.
  • James T. Borello RIA bought 70 JPMorgan Chase shares in Q3 2026, an estimated $24.5K.
  • JPMorgan Chase made up 0.1% of James T. Borello RIA's portfolio in Q3 2026, its #74 holding.
  • James T. Borello RIA first reported a position in JPMorgan Chase in Q1 2025 and has held it in 7 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.