Saturna Capital’s JPMorgan Chase JPM Stock Holding History

Saturna Capital’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	$845K	Sell	2,873 -1,000	-26%	-$303K	0.01%	97
2025 Q4	$1.25M	Hold	3,873	–	–	0.02%	88
2025 Q3	$1.22M	Buy	3,873 +1,000	+35%	+$297K	0.02%	91
2025 Q2	$833K	Sell	2,873 -30	-1%	-$7.66K	0.01%	104
2025 Q1	$712K	Buy	2,903 +600	+26%	+$153K	0.01%	111
2024 Q4	$552K	Buy	2,303 +695	+43%	+$162K	0.01%	119
2024 Q3	$339K	Hold	1,608	–	–	﹤0.01%	138
2024 Q2	$325K	Hold	1,608	–	–	﹤0.01%	143
2024 Q1	$322K	Hold	1,608	–	–	﹤0.01%	150
2023 Q4	$274K	Hold	1,608	–	–	﹤0.01%	156
2023 Q3	$233K	Sell	1,608 -403	-20%	-$60.4K	﹤0.01%	158
2023 Q2	$292K	Sell	2,011 -685	-25%	-$94.2K	0.01%	145
2023 Q1	$351K	Hold	2,696	–	–	0.01%	136
2022 Q4	$362K	Sell	2,696 -1,675	-38%	-$212K	0.01%	130
2022 Q3	$457K	Buy	4,371 +2,470	+130%	+$283K	0.01%	124
2022 Q2	$214K	Hold	1,901	–	–	0.01%	150
2022 Q1	$259K	Sell	1,901 -4,500	-70%	-$664K	0.01%	149
2021 Q4	$1.01M	Sell	6,401 -350	-5%	-$57.5K	0.02%	105
2021 Q3	$1.1M	Sell	6,751 -6,000	-47%	-$941K	0.02%	103
2021 Q2	$1.98M	Hold	12,751	–	–	0.04%	86
2021 Q1	$1.94M	Buy	12,751 +9,250	+264%	+$1.33M	0.04%	83
2020 Q4	$445K	Buy	+3,501	New	+$391K	0.01%	138
2020 Q2	–	Sell	-2,401	Closed	-$216K	–	173
2020 Q1	$216K	Sell	2,401 -8,367	-78%	-$1.02M	0.01%	162
2019 Q4	$1.5M	Sell	10,768 -119	-1%	-$15.3K	0.04%	99
2019 Q3	$1.28M	Sell	10,887 -1,350	-11%	-$153K	0.04%	102
2019 Q2	$1.37M	Hold	12,237	–	–	0.04%	98
2019 Q1	$1.24M	Sell	12,237 -2,943	-19%	-$303K	0.04%	97
2018 Q4	$1.48M	Sell	15,180 -1,387	-8%	-$148K	0.05%	83
2018 Q3	$1.87M	Hold	16,567	–	–	0.05%	83
2018 Q2	$1.73M	Hold	16,567	–	–	0.06%	84
2018 Q1	$1.82M	Sell	16,567 -204	-1%	-$23.1K	0.06%	83
2017 Q4	$1.79M	Sell	16,771 -1,432	-8%	-$145K	0.05%	89
2017 Q3	$1.78M	Hold	18,203	–	–	0.06%	87
2017 Q2	$1.66M	Buy	18,203 +280	+2%	+$24.2K	0.06%	88
2017 Q1	$1.57M	Buy	17,923 +1,470	+9%	+$130K	0.05%	89
2016 Q4	$1.42M	Hold	16,453	–	–	0.05%	94
2016 Q3	$1.1M	Sell	16,453 -61	-0.4%	-$3.98K	0.04%	104
2016 Q2	$1.03M	Sell	16,514 -5,189	-24%	-$324K	0.03%	103
2016 Q1	$1.28M	Hold	21,703	–	–	0.04%	107
2015 Q4	$1.43M	Buy	21,703 +3,620	+20%	+$236K	0.04%	114
2015 Q3	$1.1M	Buy	18,083 +16,143	+832%	+$1.06M	0.03%	126
2015 Q2	$131K	Sell	1,940 -700	-27%	-$45.7K	﹤0.01%	224
2015 Q1	$160K	Hold	2,640	–	–	﹤0.01%	212
2014 Q4	$165K	Hold	2,640	–	–	﹤0.01%	211
2014 Q3	$159K	Hold	2,640	–	–	﹤0.01%	260
2014 Q2	$152K	Hold	2,640	–	–	﹤0.01%	262
2014 Q1	$160K	Hold	2,640	–	–	﹤0.01%	226
2013 Q4	$154K	Hold	2,640	–	–	﹤0.01%	229
2013 Q3	$136K	Hold	2,640	–	–	﹤0.01%	241
2013 Q2	$139K	Buy	+2,640	New	+$134K	﹤0.01%	239

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

Saturna Capital's JPM Position: Q1 2026 in Review

Saturna Capital reduced its JPMorgan Chase (JPM) stake by 26% in Q1 2026, selling an estimated $303K and leaving 2,873 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #97.

Saturna Capital first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.98M in Q2 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Saturna Capital held 2,873 shares of JPMorgan Chase worth $845K as of Q1 2026.
Saturna Capital sold 1,000 JPMorgan Chase shares in Q1 2026, an estimated $303K.
JPMorgan Chase made up 0.01% of Saturna Capital's portfolio in Q1 2026, its #97 holding.
Saturna Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
Saturna Capital's JPMorgan Chase position peaked at $1.98M in Q2 2021.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.