Sacks & Associates’s JPMorgan Chase JPM Stock Holding History

Sacks & Associates’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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sacks & Associates's JPM Position: Q2 2026 in Review

Sacks & Associates 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 first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,092 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sacks & Associates held 1,375 shares of JPMorgan Chase worth $484K as of Q2 2026.
Sacks & Associates bought 75 JPMorgan Chase shares in Q2 2026, an estimated $23.3K.
JPMorgan Chase made up 0.33% of Sacks & Associates's portfolio in Q2 2026, its #55 holding.
Sacks & Associates first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,092 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.