JP Morgan Chase
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JP Morgan Chase’s Sprott Physical Gold PHYS Stock Holding History

JP Morgan Chase’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.89M Sell
289,787
-58,984
-17% -$2.18M ﹤0.01% 2681
2025
Q4 		$11.5M Buy
348,771
+5,867
+2% +$186K ﹤0.01% 2566
2025
Q3 		$10.2M Buy
342,904
+43,421
+14% +$1.15M ﹤0.01% 2701
2025
Q2 		$7.59M Sell
299,483
-236,521
-44% -$5.94M ﹤0.01% 2784
2025
Q1 		$12.9M Buy
536,004
+89,381
+20% +$1.98M ﹤0.01% 2321
2024
Q4 		$8.99M Buy
446,623
+51,334
+13% +$1.06M ﹤0.01% 2794
2024
Q3 		$8.06M Buy
395,289
+168,288
+74% +$3.24M ﹤0.01% 2796
2024
Q2 		$4.1M Buy
227,001
+157,167
+225% +$2.85M ﹤0.01% 3188
2024
Q1 		$1.21M Buy
69,834
+53,698
+333% +$861K ﹤0.01% 4203
2023
Q4 		$257K Sell
16,136
-69,395
-81% -$1.07M ﹤0.01% 5227
2023
Q3 		$1.22M Buy
85,531
+24,660
+41% +$370K ﹤0.01% 3924
2023
Q2 		$908K Buy
60,871
+37,956
+166% +$586K ﹤0.01% 4131
2023
Q1 		$354K Sell
22,915
-16,806
-42% -$246K ﹤0.01% 4709
2022
Q4 		$560K Buy
39,721
+13,221
+50% +$176K ﹤0.01% 4438
2022
Q3 		$339K Buy
26,500
+12,321
+87% +$166K ﹤0.01% 4682
2022
Q2 		$201K Buy
14,179
+302
+2% +$4.45K ﹤0.01% 5082
2022
Q1 		$213K Buy
13,877
+9,750
+236% +$145K ﹤0.01% 5154
2021
Q4 		$59K Buy
4,127
+2,271
+122% +$32.1K ﹤0.01% 5881
2021
Q3 		$26K Buy
1,856
+50
+3% +$707 ﹤0.01% 5995
2021
Q2 		$25K Buy
1,806
+491
+37% +$7.06K ﹤0.01% 5892
2021
Q1 		$18K Buy
+1,315
New +$18.6K ﹤0.01% 5718
2020
Q2 		– Sell
-75
Closed -$1K – 5613
2020
Q1 		$1K Buy
+75
New +$954 ﹤0.01% 5211
2019
Q2 		– Sell
-960
Closed -$10K – 5944
2019
Q1 		$10K Sell
960
-540
-36% -$5.69K ﹤0.01% 5542
2018
Q4 		$15K Buy
+1,500
New +$14.8K ﹤0.01% 5372
2016
Q1 		– Sell
-25,271
Closed -$221K – 4874
2015
Q4 		$221K Sell
25,271
-57,380
-69% -$520K ﹤0.01% 3625
2015
Q3 		$759K Buy
82,651
+13,633
+20% +$126K ﹤0.01% 3248
2015
Q2 		$667K Sell
69,018
-4,651
-6% -$45.8K ﹤0.01% 3465
2015
Q1 		$720K Buy
73,669
+841
+1% +$8.49K ﹤0.01% 3373
2014
Q4 		$712K Sell
72,828
-64,386
-47% -$639K ﹤0.01% 3519
2014
Q3 		$1.37M Sell
137,214
-4,694
-3% -$49.8K ﹤0.01% 3156
2014
Q2 		$1.56M Sell
141,908
-402
-0.3% -$4.3K ﹤0.01% 2663
2014
Q1 		$1.52M Buy
142,310
+3,630
+3% +$39.1K ﹤0.01% 2678
2013
Q4 		$1.38M Buy
138,680
+114,147
+465% +$1.2M ﹤0.01% 2975
2013
Q3 		$270K Buy
24,533
+4,877
+25% +$54K ﹤0.01% 3914
2013
Q2 		$201K Buy
+19,656
New +$232K ﹤0.01% 3985

Other funds holding PHYS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

JP Morgan Chase's PHYS Position: Q1 2026 in Review

JP Morgan Chase reduced its Sprott Physical Gold (PHYS) stake by 17% in Q1 2026, selling an estimated $2.18M and leaving 289,787 shares worth $9.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

JP Morgan Chase first reported a position in PHYS in Q2 2013 and has held it in 35 quarters since. The position peaked at $12.9M in Q1 2025. 675 funds tracked by Wall St. Rank hold PHYS as of Q1 2026.

  • JP Morgan Chase held 289,787 shares of Sprott Physical Gold worth $9.89M as of Q1 2026.
  • JP Morgan Chase sold 58,984 Sprott Physical Gold shares in Q1 2026, an estimated $2.18M.
  • Sprott Physical Gold made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2681 holding.
  • JP Morgan Chase first reported a position in Sprott Physical Gold in Q2 2013 and has held it in 35 quarters since.
  • JP Morgan Chase's Sprott Physical Gold position peaked at $12.9M in Q1 2025.
  • 675 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.