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Sapient Capital’s JPMorgan Chase JPM Stock Holding History

Sapient Capital’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
Q3 		$116M Sell
349,572
-1,907
-0.5% -$667K 1.55% 10
2026
Q2 		$115M Sell
351,479
-14,756
-4% -$4.58M 1.51% 9
2026
Q1 		$108M Sell
366,235
-92,337
-20% -$28M 1.63% 8
2025
Q4 		$148M Sell
458,572
-499
-0.1% -$154K 2.08% 8
2025
Q3 		$145M Sell
459,071
-13,305
-3% -$3.96M 2.23% 8
2025
Q2 		$137M Sell
472,376
-3,810
-0.8% -$972K 2.45% 8
2025
Q1 		$117M Sell
476,186
-1,908
-0.4% -$486K 2.3% 7
2024
Q4 		$115M Buy
478,094
+10,621
+2% +$2.47M 2.19% 9
2024
Q3 		$98.6M Buy
467,473
+7,718
+2% +$1.63M 1.98% 10
2024
Q2 		$93M Buy
459,755
+86,623
+23% +$16.9M 1.94% 11
2024
Q1 		$74.7M Sell
373,132
-1,930
-0.5% -$348K 1.66% 12
2023
Q4 		$63.8M Buy
+375,062
New +$56.8M 1.65% 11

Other funds holding JPM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Sapient Capital's JPM Position: Q3 2026 in Review

Sapient Capital reduced its JPMorgan Chase (JPM) stake by 0.54% in Q3 2026, selling an estimated $667K and leaving 349,572 shares worth $116M. The position accounts for 1.55% of the portfolio, ranked #10.

Sapient Capital first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $148M in Q4 2025. 605 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sapient Capital held 349,572 shares of JPMorgan Chase worth $116M as of Q3 2026.
  • Sapient Capital sold 1,907 JPMorgan Chase shares in Q3 2026, an estimated $667K.
  • JPMorgan Chase made up 1.55% of Sapient Capital's portfolio in Q3 2026, its #10 holding.
  • Sapient Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's JPMorgan Chase position peaked at $148M in Q4 2025.
  • 605 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.