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Saranac Partners’s JPMorgan Chase JPM Stock Holding History

Saranac Partners’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 		$711K Buy
+2,171
New +$674K 0.21% 63
2026
Q1 		– Sell
-882
Closed -$284K – 107
2025
Q4 		$284K Sell
882
-26,086
-97% -$8.08M 0.11% 67
2025
Q3 		$8.51M Buy
26,968
+1,617
+6% +$481K 1.54% 8
2025
Q2 		$7.35M Sell
25,351
-284
-1% -$72.5K 3.9% 4
2025
Q1 		$6.29M Buy
25,635
+3,016
+13% +$769K 3.58% 6
2024
Q4 		$5.82M Buy
+22,619
New +$5.27M 3.21% 8
2024
Q3 		– Sell
-25,319
Closed -$5.12M – 40
2024
Q2 		$5.12M Buy
25,319
+23,047
+1,014% +$4.51M 3.04% 9
2024
Q1 		$455K Sell
2,272
-310
-12% -$55.9K 0.28% 47
2023
Q4 		$439K Sell
2,582
-45
-2% -$6.82K 0.29% 54
2023
Q3 		$381K Hold
2,627
– – 0.21% 47
2023
Q2 		$382K Hold
2,627
– – 0.2% 56
2023
Q1 		$342K Buy
2,627
+232
+10% +$31.8K 0.2% 51
2022
Q4 		$321K Buy
+2,395
New +$303K 0.58% 29

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 $3.38T AUM 44.17% 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

Saranac Partners's JPM Position: Q2 2026 in Review

Saranac Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 2,171 shares worth $711K. The stake represents 0.21% of the portfolio and ranks #63 among its holdings. This is a return to the name: Saranac Partners previously reported a position in JPM as recently as Q4 2025.

Saranac Partners first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.51M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Saranac Partners held 2,171 shares of JPMorgan Chase worth $711K as of Q2 2026.
  • JPMorgan Chase was a new Saranac Partners position in Q2 2026.
  • JPMorgan Chase made up 0.21% of Saranac Partners's portfolio in Q2 2026, its #63 holding.
  • Saranac Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
  • Saranac Partners's JPMorgan Chase position peaked at $8.51M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.