Sassicaia Capital Advisers’s JPMorgan Chase JPM Stock Holding History

Sassicaia Capital Advisers’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	$735K	Sell	2,500 -3,500	-58%	-$1.06M	0.83%	18
2025 Q4	$1.93M	Buy	+6,000	New	+$1.86M	4.23%	8
2023 Q3	–	Sell	-3,081	Closed	-$448K	–	17
2023 Q2	$448K	Buy	+3,081	New	+$424K	0.38%	19
2021 Q1	–	Sell	-5,400	Closed	-$686K	–	75
2020 Q4	$686K	Buy	+5,400	New	+$604K	1.42%	18

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sassicaia Capital Advisers's JPM Position: Q1 2026 in Review

Sassicaia Capital Advisers reduced its JPMorgan Chase (JPM) stake by 58% in Q1 2026, selling an estimated $1.06M and leaving 2,500 shares worth $735K. The position accounts for 0.83% of the portfolio, ranked #18.

Sassicaia Capital Advisers first reported a position in JPM in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.93M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sassicaia Capital Advisers held 2,500 shares of JPMorgan Chase worth $735K as of Q1 2026.
Sassicaia Capital Advisers sold 3,500 JPMorgan Chase shares in Q1 2026, an estimated $1.06M.
JPMorgan Chase made up 0.83% of Sassicaia Capital Advisers's portfolio in Q1 2026, its #18 holding.
Sassicaia Capital Advisers first reported a position in JPMorgan Chase in Q4 2020 and has held it in 4 quarters since.
Sassicaia Capital Advisers's JPMorgan Chase position peaked at $1.93M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sassicaia Capital Advisers's 13F filing for Q1 2026, filed 13 May 2026.