R.M. Sincerbeaux Capital Management’s JPMorgan Chase JPM Stock Holding History

R.M. Sincerbeaux Capital Management’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	$9.78M	Hold	29,870	–	–	5.2%	7
2026 Q1	$8.79M	Hold	29,870	–	–	5.12%	7
2025 Q4	$9.62M	Hold	29,870	–	–	5.38%	7
2025 Q3	$9.42M	Sell	29,870 -100	-0.3%	-$29.7K	5.07%	7
2025 Q2	$8.69M	Hold	29,970	–	–	4.9%	7
2025 Q1	$7.35M	Hold	29,970	–	–	4.34%	8
2024 Q4	$7.18M	Sell	29,970 -1,000	-3%	-$233K	4.31%	9
2024 Q3	$6.53M	Hold	30,970	–	–	4.05%	8
2024 Q2	$6.26M	Hold	30,970	–	–	4.12%	9
2024 Q1	$6.2M	Hold	30,970	–	–	3.94%	9
2023 Q4	$5.27M	Sell	30,970 -1,000	-3%	-$152K	3.73%	9
2023 Q3	$4.64M	Sell	31,970 -3,920	-11%	-$588K	3.54%	9
2023 Q2	$5.22M	Sell	35,890 -2,000	-5%	-$275K	3.57%	8
2023 Q1	$4.94M	Hold	37,890	–	–	3.44%	9
2022 Q4	$5.08M	Hold	37,890	–	–	3.61%	9
2022 Q3	$3.96M	Hold	37,890	–	–	3.12%	9
2022 Q2	$4.27M	Hold	37,890	–	–	3.13%	9
2022 Q1	$5.17M	Hold	37,890	–	–	3.27%	9
2021 Q4	$6M	Hold	37,890	–	–	3.59%	10
2021 Q3	$6.2M	Hold	37,890	–	–	4.06%	10
2021 Q2	$5.89M	Hold	37,890	–	–	3.73%	10
2021 Q1	$5.77M	Hold	37,890	–	–	3.93%	10
2020 Q4	$4.82M	Hold	37,890	–	–	3.5%	10
2020 Q3	$3.65M	Hold	37,890	–	–	3.12%	12
2020 Q2	$3.56M	Hold	37,890	–	–	3.17%	10
2020 Q1	$3.41M	Sell	37,890 -300	-0.8%	-$36.4K	3.38%	10
2019 Q4	$5.32M	Sell	38,190 -1,574	-4%	-$202K	4.12%	9
2019 Q3	$4.68M	Buy	39,764 +950	+2%	+$107K	3.71%	9
2019 Q2	$4.34M	Sell	38,814 -950	-2%	-$105K	3.53%	9
2019 Q1	$4.03M	Hold	39,764	–	–	3.24%	10
2018 Q4	$3.88M	Hold	39,764	–	–	3.59%	10
2018 Q3	$4.49M	Hold	39,764	–	–	3.63%	11
2018 Q2	$4.14M	Buy	39,764 +200	+0.5%	+$21.9K	3.65%	10
2018 Q1	$4.35M	Hold	39,564	–	–	4.08%	8
2017 Q4	$4.23M	Hold	39,564	–	–	3.86%	9
2017 Q3	$3.78M	Sell	39,564 -3,500	-8%	-$323K	3.64%	9
2017 Q2	$3.94M	Hold	43,064	–	–	3.55%	9
2017 Q1	$3.78M	Sell	43,064 -1,300	-3%	-$115K	3.51%	9
2016 Q4	$3.83M	Hold	44,364	–	–	3.62%	9
2016 Q3	$2.95M	Hold	44,364	–	–	2.88%	12
2016 Q2	$2.76M	Hold	44,364	–	–	2.83%	13
2016 Q1	$2.63M	Hold	44,364	–	–	2.75%	13
2015 Q4	$2.93M	Hold	44,364	–	–	3.17%	12
2015 Q3	$2.71M	Sell	44,364 -1,200	-3%	-$78.6K	2.85%	14
2015 Q2	$3.09M	Hold	45,564	–	–	3.01%	14
2015 Q1	$2.76M	Sell	45,564 -400	-0.9%	-$23.7K	2.51%	15
2014 Q4	$2.88M	Buy	45,964 +1,200	+3%	+$72.2K	2.63%	14
2014 Q3	$2.7M	Sell	44,764 -1,200	-3%	-$70.1K	2.47%	13
2014 Q2	$2.65M	Hold	45,964	–	–	2.48%	13
2014 Q1	$2.79M	Hold	45,964	–	–	2.75%	13
2013 Q4	$2.69M	Buy	+45,964	New	+$2.52M	2.64%	13

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

R.M. Sincerbeaux Capital Management's JPM Position: Q2 2026 in Review

R.M. Sincerbeaux Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 29,870 shares worth $9.78M. The position accounts for 5.2% of the portfolio, ranked #7.

R.M. Sincerbeaux Capital Management first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

R.M. Sincerbeaux Capital Management held 29,870 shares of JPMorgan Chase worth $9.78M as of Q2 2026.
R.M. Sincerbeaux Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 5.2% of R.M. Sincerbeaux Capital Management's portfolio in Q2 2026, its #7 holding.
R.M. Sincerbeaux Capital Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.