Sather Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.15M | Sell |
7,307
-98
| -1% | -$29.7K | 0.13% | 33 |
|
|
2025
Q4 | $2.39M | Buy |
7,405
+29
| +0.4% | +$8.98K | 0.13% | 34 |
|
|
2025
Q3 | $2.33M | Sell |
7,376
-2,468
| -25% | -$734K | 0.13% | 35 |
|
|
2025
Q2 | $2.85M | Buy |
9,844
+93
| +1% | +$23.7K | 0.17% | 34 |
|
|
2025
Q1 | $2.39M | Buy |
9,751
+669
| +7% | +$171K | 0.16% | 33 |
|
|
2024
Q4 | $2.18M | Sell |
9,082
-627
| -6% | -$146K | 0.14% | 34 |
|
|
2024
Q3 | $2.05M | Buy |
9,709
+1,430
| +17% | +$301K | 0.13% | 33 |
|
|
2024
Q2 | $1.67M | Hold |
8,279
| – | – | 0.12% | 33 |
|
|
2024
Q1 | $1.66M | Hold |
8,279
| – | – | 0.12% | 40 |
|
|
2023
Q4 | $1.41M | Buy |
8,279
+21
| +0.3% | +$3.18K | 0.1% | 41 |
|
|
2023
Q3 | $1.2M | Buy |
8,258
+743
| +10% | +$111K | 0.1% | 42 |
|
|
2023
Q2 | $1.09M | Sell |
7,515
-5
| -0.1% | -$688 | 0.09% | 46 |
|
|
2023
Q1 | $980K | Sell |
7,520
-101,184
| -93% | -$13.9M | 0.09% | 49 |
|
|
2022
Q4 | $14.6M | Buy |
108,704
+101,538
| +1,417% | +$12.9M | 1.2% | 27 |
|
|
2022
Q3 | $749K | Sell |
7,166
-1,400
| -16% | -$161K | 0.08% | 40 |
|
|
2022
Q2 | $965K | Hold |
8,566
| – | – | 0.1% | 38 |
|
|
2022
Q1 | $1.17M | Buy |
8,566
+3,974
| +87% | +$587K | 0.1% | 36 |
|
|
2021
Q4 | $727K | Hold |
4,592
| – | – | 0.06% | 42 |
|
|
2021
Q3 | $752K | Buy |
4,592
+3,210
| +232% | +$503K | 0.08% | 41 |
|
|
2021
Q2 | $215K | Buy |
+1,382
| New | +$217K | 0.02% | 50 |
|
|
2020
Q2 | – | Sell |
-3,211
| Closed | -$289K | – | 47 |
|
|
2020
Q1 | $289K | Sell |
3,211
-4,059
| -56% | -$493K | 0.06% | 48 |
|
|
2019
Q4 | $1.01M | Buy |
7,270
+3,978
| +121% | +$510K | 0.16% | 34 |
|
|
2019
Q3 | $387K | Sell |
3,292
-881
| -21% | -$99.6K | 0.07% | 41 |
|
|
2019
Q2 | $466K | Hold |
4,173
| – | – | 0.09% | 43 |
|
|
2019
Q1 | $422K | Hold |
4,173
| – | – | 0.09% | 44 |
|
|
2018
Q4 | $407K | Hold |
4,173
| – | – | 0.09% | 45 |
|
|
2018
Q3 | $470K | Sell |
4,173
-6,946
| -62% | -$788K | 0.09% | 43 |
|
|
2018
Q2 | $1.16M | Hold |
11,119
| – | – | 0.26% | 37 |
|
|
2018
Q1 | $1.22M | Buy |
11,119
+68
| +0.6% | +$7.7K | 0.29% | 35 |
|
|
2017
Q4 | $1.18M | Buy |
11,051
+1,078
| +11% | +$109K | 0.3% | 34 |
|
|
2017
Q3 | $953K | Hold |
9,973
| – | – | 0.26% | 37 |
|
|
2017
Q2 | $912K | Buy |
+9,973
| New | +$861K | 0.26% | 36 |
|
Other funds holding JPM
VCM
VPM
Sather Financial Group's JPM Position: Q1 2026 in Review
Sather Financial Group reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $29.7K and leaving 7,307 shares worth $2.15M. The position accounts for 0.13% of the portfolio, ranked #33.
Sather Financial Group first reported a position in JPM in Q2 2017 and has held it in 32 quarters since. The position peaked at $14.6M in Q4 2022. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Sather Financial Group held 7,307 shares of JPMorgan Chase worth $2.15M as of Q1 2026.
- Sather Financial Group sold 98 JPMorgan Chase shares in Q1 2026, an estimated $29.7K.
- JPMorgan Chase made up 0.13% of Sather Financial Group's portfolio in Q1 2026, its #33 holding.
- Sather Financial Group first reported a position in JPMorgan Chase in Q2 2017 and has held it in 32 quarters since.
- Sather Financial Group's JPMorgan Chase position peaked at $14.6M in Q4 2022.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.