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 Q2	–	Sell	-2,500	Closed	-$735K	–	42
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sassicaia Capital Advisers's JPM Position: Q2 2026 in Review

Sassicaia Capital Advisers sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 2,500 shares — an estimated $735K sold.

Sassicaia Capital Advisers first reported a position in JPM in Q4 2020 and held it in 4 quarters. The position peaked at $1.93M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sassicaia Capital Advisers reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Sassicaia Capital Advisers sold 2,500 JPMorgan Chase shares in Q2 2026, an estimated $735K.
Sassicaia Capital Advisers first reported a position in JPMorgan Chase in Q4 2020 and held it in 4 quarters.
Sassicaia Capital Advisers's JPMorgan Chase position peaked at $1.93M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sassicaia Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.