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iSAM Funds (UK)’s JPMorgan Chase JPM Stock Holding History

iSAM Funds (UK)’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 		$1.02M Sell
3,466
-700
-17% -$212K 0.5% 60
2025
Q4 		$1.34M Buy
+4,166
New +$1.29M 0.48% 64
2025
Q3 		– Sell
-16,226
Closed -$4.7M – 728
2025
Q2 		$4.7M Buy
16,226
+11,486
+242% +$2.93M 1.03% 8
2025
Q1 		$1.16M Buy
+4,740
New +$1.21M 0.57% 45
2023
Q3 		– Sell
-3,221
Closed -$468K – 289
2023
Q2 		$468K Buy
3,221
+230
+8% +$31.6K 0.42% 100
2023
Q1 		$390K Buy
+2,991
New +$410K 0.5% 83

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

iSAM Funds (UK)'s JPM Position: Q1 2026 in Review

iSAM Funds (UK) reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2026, selling an estimated $212K and leaving 3,466 shares worth $1.02M. The position accounts for 0.5% of the portfolio, ranked #60.

iSAM Funds (UK) first reported a position in JPM in Q1 2023 and has held it in 6 quarters since. The position peaked at $4.7M in Q2 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • iSAM Funds (UK) held 3,466 shares of JPMorgan Chase worth $1.02M as of Q1 2026.
  • iSAM Funds (UK) sold 700 JPMorgan Chase shares in Q1 2026, an estimated $212K.
  • JPMorgan Chase made up 0.5% of iSAM Funds (UK)'s portfolio in Q1 2026, its #60 holding.
  • iSAM Funds (UK) first reported a position in JPMorgan Chase in Q1 2023 and has held it in 6 quarters since.
  • iSAM Funds (UK)'s JPMorgan Chase position peaked at $4.7M in Q2 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.