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 Q2	$917K	Sell	2,800 -666	-19%	-$207K	0.65%	43
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

iSAM Funds (UK)'s JPM Position: Q2 2026 in Review

iSAM Funds (UK) reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2026, selling an estimated $207K and leaving 2,800 shares worth $917K. The position accounts for 0.65% of the portfolio, ranked #43.

iSAM Funds (UK) first reported a position in JPM in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.7M in Q2 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

iSAM Funds (UK) held 2,800 shares of JPMorgan Chase worth $917K as of Q2 2026.
iSAM Funds (UK) sold 666 JPMorgan Chase shares in Q2 2026, an estimated $207K.
JPMorgan Chase made up 0.65% of iSAM Funds (UK)'s portfolio in Q2 2026, its #43 holding.
iSAM Funds (UK) first reported a position in JPMorgan Chase in Q1 2023 and has held it in 7 quarters since.
iSAM Funds (UK)'s JPMorgan Chase position peaked at $4.7M in Q2 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.