JP Morgan Chase
SYM icon

JP Morgan Chase’s Symbotic SYM Stock Holding History

JP Morgan Chase’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122M Buy
2,889,676
+526,130
+22% +$26.8M 0.01% 961
2026
Q1 		$112M Buy
2,363,546
+189,174
+9% +$10.8M 0.01% 927
2025
Q4 		$129M Buy
2,174,372
+2,148,315
+8,245% +$142M 0.01% 833
2025
Q3 		$1.4M Buy
26,057
+1,473
+6% +$74.4K ﹤0.01% 4340
2025
Q2 		$955K Sell
24,584
-428
-2% -$11.2K ﹤0.01% 4412
2025
Q1 		$505K Buy
25,012
+7,663
+44% +$196K ﹤0.01% 4769
2024
Q4 		$411K Buy
17,349
+375
+2% +$10.7K ﹤0.01% 5142
2024
Q3 		$414K Buy
16,974
+1,096
+7% +$29.8K ﹤0.01% 5025
2024
Q2 		$558K Buy
15,878
+5,146
+48% +$208K ﹤0.01% 4633
2024
Q1 		$483K Sell
10,732
-5,113
-32% -$224K ﹤0.01% 4812
2023
Q4 		$813K Buy
15,845
+6,479
+69% +$284K ﹤0.01% 4478
2023
Q3 		$313K Sell
9,366
-441
-4% -$18.1K ﹤0.01% 4763
2023
Q2 		$420K Buy
9,807
+8,295
+549% +$273K ﹤0.01% 4596
2023
Q1 		$35K Buy
1,512
+1,412
+1,412% +$23.6K ﹤0.01% 5828
2022
Q4 		$1K Sell
100
-1,400
-93% -$16.3K ﹤0.01% 6445
2022
Q3 		$17K Sell
1,500
-47,185
-97% -$694K ﹤0.01% 5852
2022
Q2 		$534K Hold
48,685
– – ﹤0.01% 4513
2022
Q1 		$482K Hold
48,685
– – ﹤0.01% 4729
2021
Q4 		$487K Buy
+48,685
New +$485K ﹤0.01% 4853

Other funds holding SYM

WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

JP Morgan Chase's SYM Position: Q2 2026 in Review

JP Morgan Chase increased its Symbotic (SYM) stake by 22% in Q2 2026, buying an estimated $26.8M and bringing the position to 2,889,676 shares worth $122M. The position accounts for 0.01% of the portfolio, ranked #961.

JP Morgan Chase first reported a position in SYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $129M in Q4 2025. 313 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • JP Morgan Chase held 2,889,676 shares of Symbotic worth $122M as of Q2 2026.
  • JP Morgan Chase bought 526,130 Symbotic shares in Q2 2026, an estimated $26.8M.
  • Symbotic made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #961 holding.
  • JP Morgan Chase first reported a position in Symbotic in Q4 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's Symbotic position peaked at $129M in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.