Sawgrass Asset Management’s JPMorgan Chase JPM Stock Holding History

Sawgrass 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	$4.62M	Sell	15,712 -787	-5%	-$239K	0.7%	43
2025 Q4	$5.32M	Hold	16,499	–	–	0.66%	51
2025 Q3	$5.2M	Buy	16,499 +66	+0.4%	+$19.6K	0.64%	48
2025 Q2	$4.76M	Sell	16,433 -783	-5%	-$200K	0.54%	55
2025 Q1	$4.22M	Sell	17,216 -1,119	-6%	-$285K	0.52%	57
2024 Q4	$4.4M	Sell	18,335 -755	-4%	-$176K	0.48%	52
2024 Q3	$4.03M	Sell	19,090 -352	-2%	-$74.1K	0.42%	54
2024 Q2	$3.93M	Sell	19,442 -460	-2%	-$89.9K	0.43%	58
2024 Q1	$3.99M	Sell	19,902 -428	-2%	-$77.2K	0.44%	59
2023 Q4	$3.46M	Sell	20,330 -730	-3%	-$111K	0.39%	60
2023 Q3	$3.05M	Sell	21,060 -145	-0.7%	-$21.7K	0.37%	62
2023 Q2	$3.08M	Buy	21,205 +2,672	+14%	+$368K	0.38%	54
2023 Q1	$2.42M	Sell	18,533 -165	-0.9%	-$22.6K	0.31%	52
2022 Q4	$2.51M	Sell	18,698 -3,066	-14%	-$388K	0.34%	52
2022 Q3	$2.27M	Sell	21,764 -357	-2%	-$41K	0.32%	56
2022 Q2	$2.49M	Sell	22,121 -235	-1%	-$29.1K	0.32%	55
2022 Q1	$3.05M	Buy	+22,356	New	+$3.3M	0.32%	56
2021 Q4	–	Sell	-23,719	Closed	-$3.88M	–	245
2021 Q3	$3.88M	Sell	23,719 -6,959	-23%	-$1.09M	0.39%	53
2021 Q2	$4.77M	Sell	30,678 -85	-0.3%	-$13.3K	0.41%	52
2021 Q1	$4.68M	Sell	30,763 -1,043	-3%	-$150K	0.38%	53
2020 Q4	$4.04M	Sell	31,806 -140	-0.4%	-$15.6K	0.3%	54
2020 Q3	$3.08M	Hold	31,946	–	–	0.24%	55
2020 Q2	$3M	Sell	31,946 -950	-3%	-$90.1K	0.22%	52
2020 Q1	$2.96M	Buy	32,896 +4,955	+18%	+$602K	0.27%	52
2019 Q4	$3.9M	Sell	27,941 -7,665	-22%	-$983K	0.29%	52
2019 Q3	$4.19M	Buy	35,606 +171	+0.5%	+$19.3K	0.33%	50
2019 Q2	$3.96M	Sell	35,435 -250	-0.7%	-$27.6K	0.17%	51
2019 Q1	$3.61M	Sell	35,685 -1,815	-5%	-$187K	0.16%	52
2018 Q4	$3.66M	Sell	37,500 -350	-0.9%	-$37.3K	0.18%	50
2018 Q3	$4.27M	Sell	37,850 -1,485	-4%	-$169K	0.18%	50
2018 Q2	$4.1M	Sell	39,335 -1,075	-3%	-$118K	0.18%	53
2018 Q1	$4.44M	Sell	40,410 -610	-1%	-$69.1K	0.21%	52
2017 Q4	$4.39M	Sell	41,020 -2,150	-5%	-$218K	0.2%	51
2017 Q3	$4.12M	Sell	43,170 -265	-0.6%	-$24.4K	0.2%	52
2017 Q2	$3.97M	Sell	43,435 -1,045	-2%	-$90.2K	0.18%	50
2017 Q1	$3.91M	Sell	44,480 -1,020	-2%	-$90K	0.18%	49
2016 Q4	$3.93M	Sell	45,500 -325	-0.7%	-$24.8K	0.18%	50
2016 Q3	$3.05M	Buy	45,825 +1,050	+2%	+$68.5K	0.14%	50
2016 Q2	$2.78M	Sell	44,775 -635	-1%	-$39.7K	0.13%	49
2016 Q1	$2.69M	Sell	45,410 -1,100	-2%	-$64.2K	0.12%	49
2015 Q4	$3.07M	Sell	46,510 -275	-0.6%	-$17.9K	0.14%	47
2015 Q3	$2.85M	Sell	46,785 -1,850	-4%	-$121K	0.14%	50
2015 Q2	$3.3M	Buy	48,635 +1,425	+3%	+$93K	0.15%	43
2015 Q1	$2.86M	Sell	47,210 -75	-0.2%	-$4.44K	0.13%	48
2014 Q4	$2.96M	Buy	47,285 +2,650	+6%	+$159K	0.14%	48
2014 Q3	$2.69M	Hold	44,635	–	–	0.16%	48
2014 Q2	$2.57M	Sell	44,635 -510	-1%	-$28.7K	0.15%	48
2014 Q1	$2.74M	Hold	45,145	–	–	0.17%	46
2013 Q4	$2.64M	Sell	45,145 -2,665	-6%	-$146K	0.16%	48
2013 Q3	$2.47M	Sell	47,810 -1,240	-3%	-$66.5K	0.17%	47
2013 Q2	$2.59M	Buy	+49,050	New	+$2.49M	0.19%	49

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

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

Sawgrass Asset Management reduced its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, selling an estimated $239K and leaving 15,712 shares worth $4.62M. The position accounts for 0.7% of the portfolio, ranked #43.

Sawgrass Asset Management first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.32M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sawgrass Asset Management held 15,712 shares of JPMorgan Chase worth $4.62M as of Q1 2026.
Sawgrass Asset Management sold 787 JPMorgan Chase shares in Q1 2026, an estimated $239K.
JPMorgan Chase made up 0.7% of Sawgrass Asset Management's portfolio in Q1 2026, its #43 holding.
Sawgrass Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
Sawgrass Asset Management's JPMorgan Chase position peaked at $5.32M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.