Sawyer & Company’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
Q2 | $4.87M | Sell |
14,882
-130
| -0.9% | -$40.4K | 1.64% | 16 |
|
|
2026
Q1 | $4.42M | Sell |
15,012
-198
| -1% | -$60.1K | 1.7% | 17 |
|
|
2025
Q4 | $4.9M | Sell |
15,210
-255
| -2% | -$78.9K | 1.73% | 16 |
|
|
2025
Q3 | $4.48M | Buy |
15,465
+583
| +4% | +$173K | 1.69% | 19 |
|
|
2025
Q2 | $4.87M | Sell |
14,882
-713
| -5% | -$182K | 1.64% | 16 |
|
|
2025
Q1 | $3.83M | Sell |
15,595
-1,455
| -9% | -$371K | 1.55% | 22 |
|
|
2024
Q4 | $4.09M | Sell |
17,050
-945
| -5% | -$220K | 1.51% | 25 |
|
|
2024
Q3 | $3.79M | Sell |
17,995
-335
| -2% | -$70.6K | 1.4% | 27 |
|
|
2024
Q2 | $3.71M | Sell |
18,330
-260
| -1% | -$50.8K | 1.47% | 26 |
|
|
2024
Q1 | $3.72M | Sell |
18,590
-10
| -0.1% | -$1.8K | 1.49% | 24 |
|
|
2023
Q4 | $3.16M | Sell |
18,600
-802
| -4% | -$122K | 1.4% | 26 |
|
|
2023
Q3 | $2.81M | Sell |
19,402
-60
| -0.3% | -$8.99K | 1.31% | 26 |
|
|
2023
Q2 | $2.83M | Sell |
19,462
-55
| -0.3% | -$7.57K | 1.29% | 27 |
|
|
2023
Q1 | $2.5M | Sell |
19,517
-204
| -1% | -$28K | 1.34% | 27 |
|
|
2022
Q4 | $2.65M | Sell |
19,721
-475
| -2% | -$60.2K | 1.3% | 30 |
|
|
2022
Q3 | $2.11M | Buy |
20,196
+392
| +2% | +$45K | 1.15% | 32 |
|
|
2022
Q2 | $2.23M | Sell |
19,804
-752
| -4% | -$93.2K | 1.13% | 32 |
|
|
2022
Q1 | $2.8M | Buy |
20,556
+14
| +0.1% | +$2.07K | 1.26% | 26 |
|
|
2021
Q4 | $3.25M | Sell |
20,542
-47
| -0.2% | -$7.72K | 1.4% | 21 |
|
|
2021
Q3 | $3.37M | Sell |
20,589
-150
| -0.7% | -$23.5K | 1.59% | 19 |
|
|
2021
Q2 | $3.23M | Sell |
20,739
-1,540
| -7% | -$242K | 1.51% | 21 |
|
|
2021
Q1 | $3.39M | Sell |
22,279
-555
| -2% | -$79.8K | 1.69% | 20 |
|
|
2020
Q4 | $2.9M | Hold |
22,834
| – | – | 1.48% | 21 |
|
|
2020
Q3 | $2.2M | Hold |
22,834
| – | – | 1.31% | 26 |
|
|
2020
Q2 | $2.15M | Hold |
22,834
| – | – | 1.33% | 22 |
|
|
2020
Q1 | $2.06M | Sell |
22,834
-677
| -3% | -$82.3K | 1.64% | 16 |
|
|
2019
Q4 | $3.28M | Buy |
23,511
+311
| +1% | +$39.9K | 2.11% | 12 |
|
|
2019
Q3 | $2.73M | Sell |
23,200
-110
| -0.5% | -$12.4K | 1.94% | 13 |
|
|
2019
Q2 | $2.61M | Hold |
23,310
| – | – | 1.74% | 13 |
|
|
2019
Q1 | $2.36M | Hold |
23,310
| – | – | 1.54% | 16 |
|
|
2018
Q4 | $2.28M | Sell |
23,310
-535
| -2% | -$57K | 1.67% | 15 |
|
|
2018
Q3 | $2.69M | Sell |
23,845
-64
| -0.3% | -$7.26K | 1.64% | 16 |
|
|
2018
Q2 | $2.49M | Hold |
23,909
| – | – | 1.63% | 17 |
|
|
2018
Q1 | $2.63M | Sell |
23,909
-377
| -2% | -$42.7K | 1.78% | 14 |
|
|
2017
Q4 | $2.6M | Buy |
+24,286
| New | +$2.46M | 1.7% | 17 |
|
Other funds holding JPM
RG
TWC
Sawyer & Company's JPM Position: Q2 2026 in Review
Sawyer & Company reduced its JPMorgan Chase (JPM) stake by 0.87% in Q2 2026, selling an estimated $40.4K and leaving 14,882 shares worth $4.87M. The position accounts for 1.64% of the portfolio, ranked #16.
Sawyer & Company first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.9M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Sawyer & Company held 14,882 shares of JPMorgan Chase worth $4.87M as of Q2 2026.
- Sawyer & Company sold 130 JPMorgan Chase shares in Q2 2026, an estimated $40.4K.
- JPMorgan Chase made up 1.64% of Sawyer & Company's portfolio in Q2 2026, its #16 holding.
- Sawyer & Company first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- Sawyer & Company's JPMorgan Chase position peaked at $4.9M in Q4 2025.
- 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.