Fayez Sarofim & Co
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Fayez Sarofim & Co’s JPMorgan Chase JPM Stock Holding History

Fayez Sarofim & Co’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
Q1 		$920M Sell
3,129,122
-48,122
-2% -$14.6M 2.36% 11
2025
Q4 		$1.02B Sell
3,177,244
-293,156
-8% -$90.8M 2.46% 10
2025
Q3 		$1.1B Sell
3,470,400
-27,010
-0.8% -$8.03M 2.56% 8
2025
Q2 		$1.02B Sell
3,497,410
-138,919
-4% -$35.5M 2.45% 10
2025
Q1 		$899M Sell
3,636,329
-133,524
-4% -$34M 2.23% 10
2024
Q4 		$910M Buy
3,769,853
+489,644
+15% +$114M 2.21% 11
2024
Q3 		$692M Buy
3,280,209
+108,801
+3% +$22.9M 1.76% 17
2024
Q2 		$641M Sell
3,171,408
-125,172
-4% -$24.5M 1.73% 17
2024
Q1 		$660M Sell
3,296,580
-282,838
-8% -$51M 1.97% 16
2023
Q4 		$626M Sell
3,579,418
-824,873
-19% -$125M 1.91% 18
2023
Q3 		$639M Buy
4,404,291
+149,144
+4% +$22.4M 2.16% 14
2023
Q2 		$619M Sell
4,255,147
-429,701
-9% -$59.1M 2.17% 13
2023
Q1 		$610M Sell
4,684,848
-147,552
-3% -$20.2M 2.14% 11
2022
Q4 		$648M Sell
4,832,400
-447,880
-8% -$56.7M 2.39% 10
2022
Q3 		$552M Sell
5,280,280
-18,698
-0.4% -$2.15M 2.18% 10
2022
Q2 		$597M Buy
5,298,978
+289,935
+6% +$35.9M 2.18% 10
2022
Q1 		$683M Buy
5,009,043
+396,683
+9% +$58.6M 2.16% 12
2021
Q4 		$730M Buy
4,612,360
+477,085
+12% +$78.3M 2.19% 10
2021
Q3 		$677M Buy
4,135,275
+7,478
+0.2% +$1.17M 2.24% 9
2021
Q2 		$642M Sell
4,127,797
-3,224
-0.1% -$506K 2.15% 10
2021
Q1 		$629M Sell
4,131,021
-103,306
-2% -$14.9M 2.31% 11
2020
Q4 		$538M Sell
4,234,327
-22,049
-0.5% -$2.46M 2.07% 11
2020
Q3 		$410M Sell
4,256,376
-82,283
-2% -$8.08M 1.76% 17
2020
Q2 		$408M Buy
4,338,659
+421,522
+11% +$40M 1.88% 17
2020
Q1 		$353M Sell
3,917,137
-133,325
-3% -$16.2M 2.17% 9
2019
Q4 		$565M Sell
4,050,462
-122,442
-3% -$15.7M 2.72% 10
2019
Q3 		$491M Sell
4,172,904
-10,117
-0.2% -$1.14M 2.53% 10
2019
Q2 		$468M Sell
4,183,021
-43,589
-1% -$4.81M 2.42% 11
2019
Q1 		$428M Sell
4,226,610
-22,675
-0.5% -$2.34M 2.26% 11
2018
Q4 		$415M Sell
4,249,285
-38,738
-0.9% -$4.13M 2.5% 10
2018
Q3 		$484M Sell
4,288,023
-62,464
-1% -$7.09M 2.53% 11
2018
Q2 		$453M Sell
4,350,487
-29,364
-0.7% -$3.22M 2.44% 11
2018
Q1 		$482M Buy
4,379,851
+191
+0% +$21.6K 2.61% 10
2017
Q4 		$468M Sell
4,379,660
-243,355
-5% -$24.6M 2.43% 11
2017
Q3 		$442M Sell
4,623,015
-26,825
-0.6% -$2.47M 2.32% 12
2017
Q2 		$425M Buy
4,649,840
+8,775
+0.2% +$757K 2.27% 11
2017
Q1 		$408M Sell
4,641,065
-218,915
-5% -$19.3M 2.22% 10
2016
Q4 		$419M Sell
4,859,980
-200,156
-4% -$15.3M 2.3% 10
2016
Q3 		$337M Buy
5,060,136
+49,875
+1% +$3.25M 1.83% 13
2016
Q2 		$311M Buy
5,010,261
+45,164
+0.9% +$2.82M 1.7% 17
2016
Q1 		$294M Sell
4,965,097
-106,036
-2% -$6.19M 1.69% 16
2015
Q4 		$333M Sell
5,071,133
-198,745
-4% -$12.9M 1.92% 11
2015
Q3 		$322M Sell
5,269,878
-309,682
-6% -$20.3M 1.86% 12
2015
Q2 		$378M Sell
5,579,560
-264,230
-5% -$17.3M 1.93% 11
2015
Q1 		$354M Sell
5,843,790
-162,032
-3% -$9.6M 1.73% 13
2014
Q4 		$376M Sell
6,005,822
-207,284
-3% -$12.5M 1.78% 12
2014
Q3 		$374M Sell
6,213,106
-142,260
-2% -$8.32M 1.75% 13
2014
Q2 		$366M Sell
6,355,366
-174,526
-3% -$9.81M 1.68% 14
2014
Q1 		$396M Sell
6,529,892
-164,975
-2% -$9.53M 1.89% 12
2013
Q4 		$392M Buy
+6,694,867
New +$367M 1.82% 12
2013
Q2 		$366M Buy
+6,937,025
New +$353M 1.84% 14

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fayez Sarofim & Co's JPM Position: Q1 2026 in Review

Fayez Sarofim & Co reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $14.6M and leaving 3,129,122 shares worth $920M. The position accounts for 2.36% of the portfolio, ranked #11.

Fayez Sarofim & Co first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.1B in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fayez Sarofim & Co held 3,129,122 shares of JPMorgan Chase worth $920M as of Q1 2026.
  • Fayez Sarofim & Co sold 48,122 JPMorgan Chase shares in Q1 2026, an estimated $14.6M.
  • JPMorgan Chase made up 2.36% of Fayez Sarofim & Co's portfolio in Q1 2026, its #11 holding.
  • Fayez Sarofim & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • Fayez Sarofim & Co's JPMorgan Chase position peaked at $1.1B in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.