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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Saxon Interests's JPM Position: Q2 2026 in Review

Saxon Interests reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $88.5K and leaving 15,495 shares worth $5.07M. The position accounts for 1.4% of the portfolio, ranked #15.

Saxon Interests first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Saxon Interests held 15,495 shares of JPMorgan Chase worth $5.07M as of Q2 2026.
  • Saxon Interests sold 285 JPMorgan Chase shares in Q2 2026, an estimated $88.5K.
  • JPMorgan Chase made up 1.4% of Saxon Interests's portfolio in Q2 2026, its #15 holding.
  • Saxon Interests first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.