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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
Q2 		$241M Buy
737,445
+19,252
+3% +$5.98M 1.12% 11
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sanctuary Advisors's JPM Position: Q2 2026 in Review

Sanctuary Advisors increased its JPMorgan Chase (JPM) stake by 2.7% in Q2 2026, buying an estimated $5.98M and bringing the position to 737,445 shares worth $241M. The position accounts for 1.12% of the portfolio, ranked #11.

Sanctuary Advisors first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sanctuary Advisors held 737,445 shares of JPMorgan Chase worth $241M as of Q2 2026.
  • Sanctuary Advisors bought 19,252 JPMorgan Chase shares in Q2 2026, an estimated $5.98M.
  • JPMorgan Chase made up 1.12% of Sanctuary Advisors's portfolio in Q2 2026, its #11 holding.
  • Sanctuary Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.