Sander Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Sander Capital 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	–	Sell	-5,375	Closed	-$1.58M	–	14
2026 Q1	$1.58M	Sell	5,375 -280	-5%	-$85K	0.92%	9
2025 Q4	$1.82M	Buy	5,655 +4,715	+502%	+$1.46M	0.87%	9
2025 Q3	$297K	Buy	940 +15	+2%	+$4.46K	0.12%	11
2025 Q2	$268K	Hold	925	–	–	0.12%	12
2025 Q1	$227K	Hold	925	–	–	0.12%	15
2024 Q4	$222K	Hold	925	–	–	0.1%	14
2024 Q3	$195K	Buy	925 +120	+15%	+$25.3K	0.09%	14
2024 Q2	$163K	Buy	805 +5	+0.6%	+$978	0.07%	15
2024 Q1	$160K	Buy	800 +20	+3%	+$3.61K	0.08%	15
2023 Q4	$133K	Sell	780 -150	-16%	-$22.7K	0.07%	14
2023 Q3	$135K	Sell	930 -125	-12%	-$18.7K	0.08%	16
2023 Q2	$154K	Hold	1,055	–	–	0.08%	18
2023 Q1	$138K	Buy	1,055 +705	+201%	+$96.6K	0.08%	15
2022 Q4	$47	Hold	350	–	–	0.03%	13
2022 Q3	$37K	Buy	+350	New	+$40.2K	0.02%	15

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

Sander Capital Advisors's JPM Position: Q2 2026 in Review

Sander Capital Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 5,375 shares — an estimated $1.58M sold.

Sander Capital Advisors first reported a position in JPM in Q3 2022 and held it in 15 quarters. The position peaked at $1.82M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sander Capital Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Sander Capital Advisors sold 5,375 JPMorgan Chase shares in Q2 2026, an estimated $1.58M.
Sander Capital Advisors first reported a position in JPMorgan Chase in Q3 2022 and held it in 15 quarters.
Sander Capital Advisors's JPMorgan Chase position peaked at $1.82M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sander Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.