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
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 $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase increased its Symbotic (SYM) stake by 8.7% in Q1 2026, buying an estimated $10.8M and bringing the position to 2,363,546 shares worth $112M. The position accounts for 0.01% of the portfolio, ranked #927.

JP Morgan Chase first reported a position in SYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $129M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • JP Morgan Chase held 2,363,546 shares of Symbotic worth $112M as of Q1 2026.
  • JP Morgan Chase bought 189,174 Symbotic shares in Q1 2026, an estimated $10.8M.
  • Symbotic made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #927 holding.
  • JP Morgan Chase first reported a position in Symbotic in Q4 2021 and has held it in 18 quarters since.
  • JP Morgan Chase's Symbotic position peaked at $129M in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

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