Sachetta’s JPMorgan Chase JPM Stock Holding History

Sachetta’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	$737K	Buy	2,252 +48	+2%	+$14.9K	0.36%	48
2026 Q1	$648K	Sell	2,204 -314	-12%	-$95.3K	0.35%	48
2025 Q4	$811K	Sell	2,518 -1,780	-41%	-$551K	0.44%	41
2025 Q3	$1.36M	Sell	4,298 -223	-5%	-$66.3K	0.5%	41
2025 Q2	$1.31M	Sell	4,521 -425	-9%	-$108K	0.52%	39
2025 Q1	$1.21M	Sell	4,946 -418	-8%	-$107K	0.5%	42
2024 Q4	$1.29M	Sell	5,364 -322	-6%	-$75K	0.51%	41
2024 Q3	$1.2M	Buy	5,686 +159	+3%	+$33.5K	0.47%	45
2024 Q2	$1.19M	Buy	5,527 +516	+10%	+$101K	0.52%	37
2024 Q1	$852K	Hold	5,011	–	–	0.4%	50
2023 Q4	$852K	Buy	+5,011	New	+$759K	0.4%	50

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sachetta's JPM Position: Q2 2026 in Review

Sachetta increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 2,252 shares worth $737K. The position accounts for 0.36% of the portfolio, ranked #48.

Sachetta first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sachetta held 2,252 shares of JPMorgan Chase worth $737K as of Q2 2026.
Sachetta bought 48 JPMorgan Chase shares in Q2 2026, an estimated $14.9K.
JPMorgan Chase made up 0.36% of Sachetta's portfolio in Q2 2026, its #48 holding.
Sachetta first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Sachetta's JPMorgan Chase position peaked at $1.36M in Q3 2025.
1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.