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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
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

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

Sapient Capital's JPM Position: Q2 2026 in Review

Sapient Capital reduced its JPMorgan Chase (JPM) stake by 4% in Q2 2026, selling an estimated $4.58M and leaving 351,479 shares worth $115M. The position accounts for 1.51% of the portfolio, ranked #9.

Sapient Capital first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $148M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sapient Capital held 351,479 shares of JPMorgan Chase worth $115M as of Q2 2026.
  • Sapient Capital sold 14,756 JPMorgan Chase shares in Q2 2026, an estimated $4.58M.
  • JPMorgan Chase made up 1.51% of Sapient Capital's portfolio in Q2 2026, its #9 holding.
  • Sapient Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Sapient Capital's JPMorgan Chase position peaked at $148M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.