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 		– Sell
-100
Closed -$4.74K – 8068
2026
Q1 		$4.74K Buy
+100
New +$5.72K ﹤0.01% 6896
2025
Q4 		– Sell
-9,700
Closed -$523K – 7767
2025
Q3 		$523K Buy
9,700
+5,900
+155% +$298K ﹤0.01% 5002
2025
Q2 		$148K Buy
+3,800
New +$99.5K ﹤0.01% 5410
2024
Q4 		– Sell
-69,100
Closed -$1.69M – 7717
2024
Q3 		$1.69M Buy
+69,100
New +$1.88M ﹤0.01% 4131

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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. 419 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.
  • 419 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.