Holocene Advisors
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Holocene Advisors’s JPMorgan Chase JPM Stock Holding History

Holocene Advisors’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
Q2 		$39.4M Sell
120,442
-278,913
-70% -$86.6M 0.09% 219
2026
Q1 		$117M Buy
399,355
+89,092
+29% +$27M 0.28% 96
2025
Q4 		$100M Sell
310,263
-1,844,857
-86% -$571M 0.21% 131
2025
Q3 		$680M Buy
2,155,120
+1,964,958
+1,033% +$584M 1.55% 7
2025
Q2 		$55.1M Buy
190,162
+116,278
+157% +$29.7M 0.13% 159
2025
Q1 		$18.1M Buy
73,884
+22,318
+43% +$5.69M 0.05% 249
2024
Q4 		$12.4M Buy
+51,566
New +$12M 0.04% 282
2024
Q3 		– Sell
-199,626
Closed -$40.4M – 796
2024
Q2 		$40.4M Buy
+199,626
New +$39M 0.17% 152
2023
Q3 		– Sell
-260,989
Closed -$38M – 798
2023
Q2 		$38M Buy
260,989
+103,061
+65% +$14.2M 0.16% 157
2023
Q1 		$20.6M Sell
157,928
-18,191
-10% -$2.49M 0.1% 200
2022
Q4 		$23.6M Buy
176,119
+55,911
+47% +$7.08M 0.14% 167
2022
Q3 		$12.6M Sell
120,208
-443,699
-79% -$50.9M 0.08% 207
2022
Q2 		$63.5M Buy
563,907
+516,339
+1,085% +$64M 0.38% 86
2022
Q1 		$6.48M Buy
+47,568
New +$7.02M 0.03% 257
2021
Q2 		– Sell
-16,222
Closed -$2.47M – 887
2021
Q1 		$2.47M Sell
16,222
-284,698
-95% -$41M 0.02% 538
2020
Q4 		$38.2M Sell
300,920
-446,194
-60% -$49.9M 0.24% 140
2020
Q3 		$71.9M Buy
747,114
+465,935
+166% +$45.8M 0.55% 55
2020
Q2 		$26.4M Buy
281,179
+22,438
+9% +$2.13M 0.23% 128
2020
Q1 		$23.3M Buy
+258,741
New +$31.4M 0.25% 116
2019
Q3 		– Sell
-12,662
Closed -$1.42M – 783
2019
Q2 		$1.42M Sell
12,662
-65,080
-84% -$7.18M 0.02% 226
2019
Q1 		$7.87M Buy
+77,742
New +$8.01M 0.12% 114

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Holocene Advisors's JPM Position: Q2 2026 in Review

Holocene Advisors reduced its JPMorgan Chase (JPM) stake by 70% in Q2 2026, selling an estimated $86.6M and leaving 120,442 shares worth $39.4M. The position accounts for 0.09% of the portfolio, ranked #219.

Holocene Advisors first reported a position in JPM in Q1 2019 and has held it in 21 quarters since. The position peaked at $680M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Holocene Advisors held 120,442 shares of JPMorgan Chase worth $39.4M as of Q2 2026.
  • Holocene Advisors sold 278,913 JPMorgan Chase shares in Q2 2026, an estimated $86.6M.
  • JPMorgan Chase made up 0.09% of Holocene Advisors's portfolio in Q2 2026, its #219 holding.
  • Holocene Advisors first reported a position in JPMorgan Chase in Q1 2019 and has held it in 21 quarters since.
  • Holocene Advisors's JPMorgan Chase position peaked at $680M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.