Sanchez Levi Garrett’s JPMorgan Chase JPM Stock Holding History

Sanchez Levi Garrett’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	$613K	Buy	1,873 +94	+5%	+$29.2K	0.33%	40
2026 Q1	$523K	Buy	+1,779	New	+$540K	0.33%	36

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

Sanchez Levi Garrett's JPM Position: Q2 2026 in Review

Sanchez Levi Garrett increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,873 shares worth $613K. The position accounts for 0.33% of the portfolio, ranked #40.

Sanchez Levi Garrett first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sanchez Levi Garrett held 1,873 shares of JPMorgan Chase worth $613K as of Q2 2026.
Sanchez Levi Garrett bought 94 JPMorgan Chase shares in Q2 2026, an estimated $29.2K.
JPMorgan Chase made up 0.33% of Sanchez Levi Garrett's portfolio in Q2 2026, its #40 holding.
Sanchez Levi Garrett first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
5,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sanchez Levi Garrett's 13F filing for Q2 2026, filed 17 Aug 2026.