SI
JPM icon

Saxon Interests’s JPMorgan Chase JPM Stock Holding History

Saxon Interests’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 		$4.64M Buy
15,780
+529
+3% +$161K 1.6% 13
2025
Q4 		$4.91M Buy
15,251
+140
+0.9% +$43.3K 1.72% 13
2025
Q3 		$4.55M Buy
15,111
+1,310
+9% +$390K 1.78% 12
2025
Q2 		$3.39M Hold
13,801
– – 1.58% 14
2025
Q1 		$3.39M Buy
13,801
+3,345
+32% +$853K 1.58% 14
2024
Q4 		$2.51M Buy
10,456
+836
+9% +$195K 1.1% 23
2024
Q3 		$2.03M Sell
9,620
-229
-2% -$48.2K 0.92% 27
2024
Q2 		$1.99M Buy
9,849
+205
+2% +$40.1K 0.95% 27
2024
Q1 		$1.93M Sell
9,644
-159
-2% -$28.7K 0.92% 30
2023
Q4 		$1.67M Buy
+9,803
New +$1.49M 0.83% 30
2023
Q3 		– Sell
-9,129
Closed -$1.33M – 140
2023
Q2 		$1.33M Buy
9,129
+410
+5% +$56.4K 0.71% 38
2023
Q1 		$1.14M Sell
8,719
-2,773
-24% -$380K 0.64% 44
2022
Q4 		$1.58M Sell
11,492
-1,767
-13% -$224K 0.9% 29
2022
Q3 		$1.46M Sell
13,259
-140
-1% -$16.1K 0.89% 27
2022
Q2 		$1.51M Buy
13,399
+147
+1% +$18.2K 0.91% 28
2022
Q1 		$1.81M Buy
13,252
+2,375
+22% +$351K 0.96% 28
2021
Q4 		$1.82M Buy
+10,877
New +$1.79M 1.03% 26

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Saxon Interests's JPM Position: Q1 2026 in Review

Saxon Interests increased its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, buying an estimated $161K and bringing the position to 15,780 shares worth $4.64M. The position accounts for 1.6% of the portfolio, ranked #13.

Saxon Interests first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.91M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Saxon Interests held 15,780 shares of JPMorgan Chase worth $4.64M as of Q1 2026.
  • Saxon Interests bought 529 JPMorgan Chase shares in Q1 2026, an estimated $161K.
  • JPMorgan Chase made up 1.6% of Saxon Interests's portfolio in Q1 2026, its #13 holding.
  • Saxon Interests first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • Saxon Interests's JPMorgan Chase position peaked at $4.91M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.