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J. Safra Asset Management’s JPMorgan Chase JPM Stock Holding History

J. Safra Asset Management’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 		$4.83M Buy
14,770
+265
+2% +$82.3K 0.22% 42
2026
Q1 		$4.27M Buy
14,505
+44
+0.3% +$13.4K 0.23% 39
2025
Q4 		$4.66M Buy
14,461
+1,040
+8% +$322K 0.24% 38
2025
Q3 		$4.23M Buy
13,421
+844
+7% +$251K 0.26% 32
2025
Q2 		$3.65M Buy
12,577
+3,240
+35% +$827K 0.25% 31
2025
Q1 		$2.29M Buy
9,337
+4,943
+112% +$1.26M 0.19% 36
2024
Q4 		$1.05M Buy
4,394
+942
+27% +$219K 0.09% 40
2024
Q3 		$727K Buy
3,452
+271
+9% +$57.1K 0.07% 38
2024
Q2 		$643K Buy
3,181
+608
+24% +$119K 0.06% 31
2024
Q1 		$515K Buy
2,573
+277
+12% +$50K 0.06% 28
2023
Q4 		$391K Buy
2,296
+39
+2% +$5.91K 0.05% 25
2023
Q3 		$327K Hold
2,257
– – 0.05% 26
2023
Q2 		$328K Hold
2,257
– – 0.05% 26
2023
Q1 		$294K Hold
2,257
– – 0.05% 27
2022
Q4 		$302K Buy
2,257
+2,022
+860% +$256K 0.05% 19
2022
Q3 		$2K Sell
235
-19
-7% -$2.18K 0.03% 29
2022
Q2 		$2K Sell
254
-174
-41% -$21.6K 0.03% 27
2022
Q1 		$3K Buy
+428
New +$63.2K 0.06% 23
2016
Q4 		– Sell
-383
Closed -$26K – 82
2016
Q3 		$26K Sell
383
-300
-44% -$19.6K 0.05% 122
2016
Q2 		$42K Sell
683
-5,758
-89% -$360K 0.07% 101
2016
Q1 		$381K Sell
6,441
-4,386
-41% -$256K 0.31% 79
2015
Q4 		$715K Buy
+10,827
New +$705K 0.55% 40

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

J. Safra Asset Management's JPM Position: Q2 2026 in Review

J. Safra Asset Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $82.3K and bringing the position to 14,770 shares worth $4.83M. The position accounts for 0.22% of the portfolio, ranked #42.

J. Safra Asset Management first reported a position in JPM in Q4 2015 and has held it in 22 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • J. Safra Asset Management held 14,770 shares of JPMorgan Chase worth $4.83M as of Q2 2026.
  • J. Safra Asset Management bought 265 JPMorgan Chase shares in Q2 2026, an estimated $82.3K.
  • JPMorgan Chase made up 0.22% of J. Safra Asset Management's portfolio in Q2 2026, its #42 holding.
  • J. Safra Asset Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 22 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.