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Sara-Bay Financial’s JPMorgan Chase JPM Stock Holding History

Sara-Bay Financial’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 		$19.4M Sell
59,206
-186
-0.3% -$57.8K 5.16% 5
2026
Q1 		$17.5M Sell
59,392
-2,083
-3% -$632K 5.25% 4
2025
Q4 		$19.9M Buy
61,475
+39
+0.1% +$12.1K 5.95% 4
2025
Q3 		$19.4M Sell
61,436
-528
-0.9% -$157K 5.42% 5
2025
Q2 		$18M Sell
61,964
-1,115
-2% -$285K 6.43% 5
2025
Q1 		$15.3M Buy
63,079
+315
+0.5% +$80.3K 6.76% 5
2024
Q4 		$15M Buy
+62,764
New +$14.6M 5.57% 5
2024
Q3 		– Sell
-69,801
Closed -$14.1M – 88
2024
Q2 		$14.1M Buy
69,801
+7,590
+12% +$1.48M 5.73% 6
2024
Q1 		$12.4M Sell
62,211
-13
-0% -$2.35K 5.55% 5
2023
Q4 		$10.6M Sell
62,224
-32
-0.1% -$4.85K 5.16% 5
2023
Q3 		$9.03M Sell
62,256
-12
-0% -$1.8K 4.58% 5
2023
Q2 		$9.06M Sell
62,268
-218
-0.3% -$30K 4.4% 4
2023
Q1 		$8.14M Sell
62,486
-2,453
-4% -$336K 4.15% 5
2022
Q4 		$8.71M Sell
64,939
-456
-0.7% -$57.8K 4.9% 4
2022
Q3 		$6.83M Buy
65,395
+580
+0.9% +$66.6K 3.8% 6
2022
Q2 		$7.3M Sell
64,815
-327
-0.5% -$40.5K 3.55% 7
2022
Q1 		$8.88M Buy
65,142
+458
+0.7% +$67.6K 3.52% 6
2021
Q4 		$10.2M Buy
64,684
+705
+1% +$116K 3.08% 10
2021
Q3 		$10.5M Buy
63,979
+11,233
+21% +$1.76M 4.1% 7
2021
Q2 		$8.19M Sell
52,746
-89
-0.2% -$14K 3.09% 11
2021
Q1 		$8.04M Buy
52,835
+524
+1% +$75.4K 3.28% 10
2020
Q4 		$6.65M Buy
52,311
+653
+1% +$73K 3% 12
2020
Q3 		$4.97M Sell
51,658
-94
-0.2% -$9.23K 2.7% 12
2020
Q2 		$4.86M Buy
+51,752
New +$4.91M 2.79% 12

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sara-Bay Financial's JPM Position: Q2 2026 in Review

Sara-Bay Financial reduced its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, selling an estimated $57.8K and leaving 59,206 shares worth $19.4M. The position accounts for 5.16% of the portfolio, ranked #5.

Sara-Bay Financial first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.9M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sara-Bay Financial held 59,206 shares of JPMorgan Chase worth $19.4M as of Q2 2026.
  • Sara-Bay Financial sold 186 JPMorgan Chase shares in Q2 2026, an estimated $57.8K.
  • JPMorgan Chase made up 5.16% of Sara-Bay Financial's portfolio in Q2 2026, its #5 holding.
  • Sara-Bay Financial first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • Sara-Bay Financial's JPMorgan Chase position peaked at $19.9M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.