Satovsky Asset Management’s JPMorgan Chase JPM Stock Holding History

Satovsky Asset Management’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	$389K	Buy	1,190 +5	+0.4%	+$1.55K	0.06%	46
2026 Q1	$349K	Buy	1,185 +6	+0.5%	+$1.82K	0.06%	47
2025 Q4	$380K	Buy	1,179 +6	+0.5%	+$1.86K	0.07%	38
2025 Q3	$370K	Buy	1,173 +4	+0.3%	+$1.19K	0.07%	37
2025 Q2	$339K	Buy	1,169 +23	+2%	+$5.87K	0.07%	37
2025 Q1	$286K	Buy	1,146 +10	+0.9%	+$2.55K	0.06%	42
2024 Q4	$278K	Sell	1,136 -286	-20%	-$66.6K	0.06%	38
2024 Q3	$300K	Buy	1,422 +260	+22%	+$54.8K	0.07%	35
2024 Q2	$235K	Buy	1,162 +5	+0.4%	+$978	0.06%	41
2024 Q1	$213K	Sell	1,157 -42	-4%	-$7.58K	0.06%	45
2023 Q4	$204K	Buy	+1,199	New	+$182K	0.06%	47

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

Satovsky Asset Management's JPM Position: Q2 2026 in Review

Satovsky Asset Management increased its JPMorgan Chase (JPM) stake by 0.42% in Q2 2026, buying an estimated $1.55K and bringing the position to 1,190 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #46.

Satovsky Asset Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Satovsky Asset Management held 1,190 shares of JPMorgan Chase worth $389K as of Q2 2026.
Satovsky Asset Management bought 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
JPMorgan Chase made up 0.06% of Satovsky Asset Management's portfolio in Q2 2026, its #46 holding.
Satovsky Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.