JP Morgan Chase’s Sempra SRE Stock Holding History

JP Morgan Chase’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,200	Closed	-$233K	–	7721
2023 Q2	$233K	Buy	+3,200	New	+$240K	﹤0.01%	4988
2023 Q1	–	Sell	-8,400	Closed	-$649K	–	7195
2022 Q4	$649K	Sell	8,400 -16,800	-67%	-$1.3M	﹤0.01%	4349
2022 Q3	$1.89M	Buy	25,200 +2,600	+12%	+$210K	﹤0.01%	3522
2022 Q2	$1.7M	Buy	22,600 +22,400	+11,200%	+$1.8M	﹤0.01%	3676
2022 Q1	$17K	Buy	+200	New	+$14.4K	﹤0.01%	6108
2021 Q1	–	Sell	-10,400	Closed	-$663K	–	6336
2020 Q4	$663K	Buy	+10,400	New	+$669K	﹤0.01%	4213
2020 Q1	–	Sell	-85,000	Closed	-$6.44M	–	5699
2019 Q4	$6.44M	Hold	85,000	–	–	﹤0.01%	2490
2019 Q3	$6.27M	Hold	85,000	–	–	﹤0.01%	2503
2019 Q2	$5.76M	Hold	85,000	–	–	﹤0.01%	2520
2019 Q1	$5.35M	Hold	85,000	–	–	﹤0.01%	2537
2018 Q4	$4.6M	Sell	85,000 -50,000	-37%	-$2.85M	﹤0.01%	2639
2018 Q3	$7.68M	Sell	135,000 -241,200	-64%	-$14M	﹤0.01%	2412
2018 Q2	$21.8M	Buy	+376,200	New	+$20.6M	﹤0.01%	1518

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

JP Morgan Chase increased its Sempra (SRE) stake by 48% in Q1 2026, buying an estimated $529M and bringing the position to 17,947,904 shares worth $1.73B. The position accounts for 0.11% of the portfolio, ranked #181.

JP Morgan Chase first reported a position in SRE in Q2 2013 and has held it in 52 quarters since. 1,266 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

JP Morgan Chase held 17,947,904 shares of Sempra worth $1.73B as of Q1 2026.
JP Morgan Chase bought 5,784,381 Sempra shares in Q1 2026, an estimated $529M.
Sempra made up 0.11% of JP Morgan Chase's portfolio in Q1 2026, its #181 holding.
JP Morgan Chase first reported a position in Sempra in Q2 2013 and has held it in 52 quarters since.
1,266 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

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