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SACKS & ASSOCIATES, LLC’s JPMorgan Chase JPM Stock Holding History

SACKS & ASSOCIATES, LLC’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Buy
1,375
+75
+6% +$23.3K 0.33% 55
2026
Q1 		$382K Hold
1,300
– – 0.28% 60
2025
Q4 		$419K Buy
+1,300
New +$402K 0.31% 56

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's JPM Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,375 shares worth $484K. The position accounts for 0.33% of the portfolio, ranked #55.

SACKS & ASSOCIATES, LLC first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 1,375 shares of JPMorgan Chase worth $484K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 75 JPMorgan Chase shares in Q2 2026, an estimated $23.3K.
  • JPMorgan Chase made up 0.33% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #55 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.