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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
Q3 		$3.66M Sell
11,066
-4,429
-29% -$1.55M 1.27% 14
2026
Q2 		$5.07M Sell
15,495
-285
-2% -$88.5K 1.4% 15
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Saxon Interests's JPM Position: Q3 2026 in Review

Saxon Interests reduced its JPMorgan Chase (JPM) stake by 29% in Q3 2026, selling an estimated $1.55M and leaving 11,066 shares worth $3.66M. The position accounts for 1.27% of the portfolio, ranked #14.

Saxon Interests first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.07M in Q2 2026. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Saxon Interests held 11,066 shares of JPMorgan Chase worth $3.66M as of Q3 2026.
  • Saxon Interests sold 4,429 JPMorgan Chase shares in Q3 2026, an estimated $1.55M.
  • JPMorgan Chase made up 1.27% of Saxon Interests's portfolio in Q3 2026, its #14 holding.
  • Saxon Interests first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Saxon Interests's JPMorgan Chase position peaked at $5.07M in Q2 2026.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.