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Sanctuary Advisors’s JPMorgan Chase JPM Stock Holding History

Sanctuary Advisors’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
Q1 		$211M Buy
718,193
+16,144
+2% +$4.9M 1.14% 11
2025
Q4 		$226M Buy
702,049
+9,760
+1% +$3.02M 1.24% 11
2025
Q3 		$218M Sell
692,289
-9,393
-1% -$2.79M 1.25% 8
2025
Q2 		$203M Buy
701,682
+41,020
+6% +$10.5M 1.26% 8
2025
Q1 		$162M Sell
660,662
-40,621
-6% -$10.4M 1.14% 9
2024
Q4 		$188M Sell
701,283
-15,046
-2% -$3.5M 1.19% 9
2024
Q3 		$178M Buy
716,329
+51,551
+8% +$10.9M 1.13% 9
2024
Q2 		$129M Buy
+664,778
New +$130M 0.93% 13

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanctuary Advisors's JPM Position: Q1 2026 in Review

Sanctuary Advisors increased its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, buying an estimated $4.9M and bringing the position to 718,193 shares worth $211M. The position accounts for 1.14% of the portfolio, ranked #11.

Sanctuary Advisors first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $226M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sanctuary Advisors held 718,193 shares of JPMorgan Chase worth $211M as of Q1 2026.
  • Sanctuary Advisors bought 16,144 JPMorgan Chase shares in Q1 2026, an estimated $4.9M.
  • JPMorgan Chase made up 1.14% of Sanctuary Advisors's portfolio in Q1 2026, its #11 holding.
  • Sanctuary Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's JPMorgan Chase position peaked at $226M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.