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 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 $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

Satovsky Asset Management's JPM Position: Q1 2026 in Review

Satovsky Asset Management increased its JPMorgan Chase (JPM) stake by 0.51% in Q1 2026, buying an estimated $1.82K and bringing the position to 1,185 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #47.

Satovsky Asset Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $380K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Satovsky Asset Management held 1,185 shares of JPMorgan Chase worth $349K as of Q1 2026.
Satovsky Asset Management bought 6 JPMorgan Chase shares in Q1 2026, an estimated $1.82K.
JPMorgan Chase made up 0.06% of Satovsky Asset Management's portfolio in Q1 2026, its #47 holding.
Satovsky Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Satovsky Asset Management's JPMorgan Chase position peaked at $380K in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.