Yarbrough Capital’s JPMorgan Chase JPM Stock Holding History

Yarbrough Capital’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	$32.4M	Hold	97,875	–	–	0.9%	20
2026 Q2	$32M	Hold	97,875	–	–	0.96%	19
2026 Q1	$28.8M	Hold	97,875	–	–	1.01%	18
2025 Q4	$31.5M	Hold	97,875	–	–	0.98%	16
2025 Q3	$30.9M	Hold	97,875	–	–	0.96%	18
2025 Q2	$28.4M	Hold	97,875	–	–	1.01%	17
2025 Q1	$24M	Hold	97,875	–	–	1.03%	18
2024 Q4	$23.5M	Hold	97,875	–	–	0.9%	19
2024 Q3	$20.6M	Hold	97,875	–	–	0.84%	18
2024 Q2	$19.8M	Hold	97,875	–	–	0.82%	19
2024 Q1	$19.6M	Hold	97,875	–	–	0.85%	19
2023 Q4	$16.6M	Hold	97,875	–	–	0.87%	20
2023 Q3	$14.2M	Hold	97,875	–	–	0.83%	21
2023 Q2	$14.2M	Hold	97,875	–	–	0.81%	21
2023 Q1	$12.8M	Hold	97,875	–	–	1.04%	21
2022 Q4	$13.1M	Hold	97,875	–	–	1.04%	21
2022 Q3	$10.2M	Hold	97,875	–	–	0.82%	21
2022 Q2	$11M	Sell	97,875 -2	-0%	-$248	0.83%	23
2022 Q1	$13.3M	Buy	97,877 +2	+0%	+$295	0.76%	21
2021 Q4	$15.5M	Buy	+97,875	New	+$16.1M	0.83%	19

Other funds holding JPM

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

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Yarbrough Capital's JPM Position: Q3 2026 in Review

Yarbrough Capital held its JPMorgan Chase (JPM) position steady in Q3 2026 at 97,875 shares worth $32.4M. The position accounts for 0.9% of the portfolio, ranked #20.

Yarbrough Capital first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Yarbrough Capital held 97,875 shares of JPMorgan Chase worth $32.4M as of Q3 2026.
Yarbrough Capital left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 0.9% of Yarbrough Capital's portfolio in Q3 2026, its #20 holding.
Yarbrough Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.