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Sargent Investment Group’s JPMorgan Chase JPM Stock Holding History

Sargent Investment Group’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
Q1 		$11.4M Buy
38,764
+1,972
+5% +$598K 1.5% 18
2025
Q4 		$11.9M Buy
36,792
+1,001
+3% +$310K 1.49% 17
2025
Q3 		$11.3M Buy
35,791
+1,466
+4% +$436K 1.61% 18
2025
Q2 		$10M Buy
34,325
+16
+0% +$4.08K 1.35% 18
2025
Q1 		$8.42M Buy
34,309
+2,999
+10% +$765K 1.34% 19
2024
Q4 		$7.65M Buy
31,310
+7,902
+34% +$1.84M 1.25% 21
2024
Q3 		$4.94M Buy
23,408
+2,322
+11% +$489K 0.89% 30
2024
Q2 		$4.26M Sell
21,086
-2,105
-9% -$412K 0.87% 29
2024
Q1 		$4.65M Sell
23,191
-4,498
-16% -$812K 1.02% 25
2023
Q4 		$4.71M Buy
27,689
+342
+1% +$51.8K 1.03% 26
2023
Q3 		$3.97M Buy
27,347
+3,477
+15% +$521K 0.96% 27
2023
Q2 		$3.47M Buy
23,870
+2,105
+10% +$290K 0.84% 33
2023
Q1 		$2.83M Sell
21,765
-1,595
-7% -$219K 0.75% 35
2022
Q4 		$3.13M Buy
23,360
+826
+4% +$105K 0.97% 28
2022
Q3 		$2.44M Buy
22,534
+34
+0.2% +$3.9K 0.76% 37
2022
Q2 		$2.53M Buy
22,500
+180
+0.8% +$22.3K 0.78% 35
2022
Q1 		$3.04M Buy
22,320
+1,582
+8% +$234K 0.77% 33
2021
Q4 		$3.28M Buy
20,738
+875
+4% +$144K 0.75% 34
2021
Q3 		$3.25M Buy
19,863
+611
+3% +$95.8K 0.79% 36
2021
Q2 		$2.99M Buy
19,252
+203
+1% +$31.9K 0.71% 35
2021
Q1 		$2.9M Buy
19,049
+1,640
+9% +$236K 0.76% 34
2020
Q4 		$2.21M Buy
17,409
+127
+0.7% +$14.2K 0.7% 33
2020
Q3 		$1.66M Buy
17,282
+2,121
+14% +$208K 0.61% 36
2020
Q2 		$1.41M Buy
15,161
+255
+2% +$24.2K 0.53% 40
2020
Q1 		$1.34M Buy
14,906
+3,563
+31% +$433K 0.62% 37
2019
Q4 		$1.58M Buy
11,343
+5
+0% +$641 0.58% 39
2019
Q3 		$1.33M Sell
11,338
-4,960
-30% -$561K 0.6% 43
2019
Q2 		$1.82M Buy
16,298
+130
+0.8% +$14.3K 0.83% 30
2019
Q1 		$1.64M Buy
16,168
+550
+4% +$56.7K 0.79% 30
2018
Q4 		$1.52M Buy
+15,618
New +$1.66M 0.94% 30

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sargent Investment Group's JPM Position: Q1 2026 in Review

Sargent Investment Group increased its JPMorgan Chase (JPM) stake by 5.4% in Q1 2026, buying an estimated $598K and bringing the position to 38,764 shares worth $11.4M. The position accounts for 1.5% of the portfolio, ranked #18.

Sargent Investment Group first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.9M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sargent Investment Group held 38,764 shares of JPMorgan Chase worth $11.4M as of Q1 2026.
  • Sargent Investment Group bought 1,972 JPMorgan Chase shares in Q1 2026, an estimated $598K.
  • JPMorgan Chase made up 1.5% of Sargent Investment Group's portfolio in Q1 2026, its #18 holding.
  • Sargent Investment Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Sargent Investment Group's JPMorgan Chase position peaked at $11.9M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.