SMH
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Sanders Morris Harris’s JPMorgan Chase JPM Stock Holding History

Sanders Morris Harris’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 		$3.2M Sell
9,780
-8,861
-48% -$2.75M 1.86% 13
2026
Q1 		$5.48M Buy
+18,641
New +$5.66M 0.87% 24
2025
Q4 		– Sell
-18,730
Closed -$5.91M – 164
2025
Q3 		$5.91M Buy
18,730
+7,641
+69% +$2.27M 0.78% 16
2025
Q2 		$3.21M Sell
11,089
-8,895
-45% -$2.27M 0.77% 17
2025
Q1 		$4.89M Hold
19,984
– – 0.75% 20
2024
Q4 		$4.81M Sell
19,984
-510
-2% -$119K 0.72% 25
2024
Q3 		$4.32M Hold
20,494
– – 0.72% 23
2024
Q2 		$4.15M Hold
20,494
– – 0.68% 31
2024
Q1 		$4.1M Buy
20,494
+11,633
+131% +$2.1M 0.75% 24
2023
Q4 		$1.52M Sell
8,861
-12,144
-58% -$1.84M 0.75% 32
2023
Q3 		$3.03M Buy
21,005
+660
+3% +$98.9K 0.62% 27
2023
Q2 		$2.97M Buy
20,345
+7,437
+58% +$1.02M 0.66% 21
2023
Q1 		$1.68M Sell
12,908
-7,254
-36% -$994K 0.59% 19
2022
Q4 		$2.7M Buy
20,162
+500
+3% +$63.4K 1.02% 16
2022
Q3 		$2.08M Sell
19,662
-32,997
-63% -$3.79M 0.51% 30
2022
Q2 		$5.99M Sell
52,659
-4,298
-8% -$533K 1.31% 17
2022
Q1 		$7.76M Buy
56,957
+2,857
+5% +$422K 1.51% 14
2021
Q4 		$8.69M Buy
54,100
+29,438
+119% +$4.83M 1.5% 15
2021
Q3 		$4.08M Hold
24,662
– – 0.74% 27
2021
Q2 		$3.82M Buy
24,662
+17,408
+240% +$2.73M 0.74% 23
2021
Q1 		$1.12M Sell
7,254
-22,008
-75% -$3.17M 0.24% 78
2020
Q4 		$3.81M Sell
29,262
-12,249
-30% -$1.37M 0.87% 26
2020
Q3 		$4.03M Buy
+41,511
New +$4.08M 1.09% 17
2020
Q2 		– Sell
-15,087
Closed -$24K – 152
2020
Q1 		$24K Sell
15,087
-89,702
-86% -$10.9M 0.02% 120
2019
Q4 		$14.3M Sell
104,789
-475
-0.5% -$60.9K 3.25% 5
2019
Q3 		$12M Hold
105,264
– – 2.91% 6
2019
Q2 		$11.9M Buy
105,264
+92,834
+747% +$10.2M 3.09% 6
2019
Q1 		$1.26M Hold
12,430
– – 0.61% 34
2018
Q4 		$1.21M Buy
12,430
+34
+0.3% +$3.62K 0.67% 30
2018
Q3 		$1.4M Sell
12,396
-1,090
-8% -$124K 0.66% 34
2018
Q2 		$1.4M Hold
13,486
– – 0.65% 33
2018
Q1 		$1.48M Buy
13,486
+540
+4% +$61.1K 0.62% 31
2017
Q4 		$1.39M Hold
12,946
– – 0.59% 31
2017
Q3 		$1.24M Hold
12,946
– – 0.53% 44
2017
Q2 		$1.18M Hold
12,946
– – 0.48% 35
2017
Q1 		$1.14M Buy
12,946
+1,400
+12% +$124K 0.42% 51
2016
Q4 		$996K Sell
11,546
-1,477
-11% -$113K 0.46% 37
2016
Q3 		$868K Sell
13,023
-5,398
-29% -$352K 0.26% 59
2016
Q2 		$1.15M Sell
18,421
-19,642
-52% -$1.23M 0.27% 84
2016
Q1 		$2.26M Buy
+38,063
New +$2.22M 0.39% 55

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris's JPM Position: Q2 2026 in Review

Sanders Morris Harris reduced its JPMorgan Chase (JPM) stake by 48% in Q2 2026, selling an estimated $2.75M and leaving 9,780 shares worth $3.2M. The position accounts for 1.86% of the portfolio, ranked #13.

Sanders Morris Harris first reported a position in JPM in Q1 2016 and has held it in 40 quarters since. The position peaked at $14.3M in Q4 2019. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sanders Morris Harris held 9,780 shares of JPMorgan Chase worth $3.2M as of Q2 2026.
  • Sanders Morris Harris sold 8,861 JPMorgan Chase shares in Q2 2026, an estimated $2.75M.
  • JPMorgan Chase made up 1.86% of Sanders Morris Harris's portfolio in Q2 2026, its #13 holding.
  • Sanders Morris Harris first reported a position in JPMorgan Chase in Q1 2016 and has held it in 40 quarters since.
  • Sanders Morris Harris's JPMorgan Chase position peaked at $14.3M in Q4 2019.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.