J. Safra Sarasin Holding’s JPMorgan Chase JPM Stock Holding History

J. Safra Sarasin Holding’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	$22.6M	Buy	73,960 +7,111	+11%	+$2.21M	0.32%	77
2026 Q1	$19.5M	Sell	66,849 -50,233	-43%	-$15.2M	0.33%	77
2025 Q4	$37.7M	Buy	117,082 +35,271	+43%	+$10.9M	0.61%	51
2025 Q3	$25.8M	Sell	81,811 -311	-0.4%	-$92.5K	0.42%	75
2025 Q2	$23.8M	Sell	82,122 -5,913	-7%	-$1.51M	0.41%	70
2025 Q1	$21.6M	Sell	88,035 -3,768	-4%	-$961K	0.39%	73
2024 Q4	$22M	Buy	91,803 +29,984	+49%	+$6.98M	0.37%	74
2024 Q3	$13M	Buy	61,819 +41,796	+209%	+$8.8M	0.23%	96
2024 Q2	$4.05M	Buy	+20,023	New	+$3.91M	0.07%	148

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

J. Safra Sarasin Holding's JPM Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $2.21M and bringing the position to 73,960 shares worth $22.6M. The position accounts for 0.32% of the portfolio, ranked #77.

J. Safra Sarasin Holding first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $37.7M in Q4 2025. 2,935 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

J. Safra Sarasin Holding held 73,960 shares of JPMorgan Chase worth $22.6M as of Q2 2026.
J. Safra Sarasin Holding bought 7,111 JPMorgan Chase shares in Q2 2026, an estimated $2.21M.
JPMorgan Chase made up 0.32% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #77 holding.
J. Safra Sarasin Holding first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's JPMorgan Chase position peaked at $37.7M in Q4 2025.
2,935 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.