Saxony Capital Management’s JPMorgan Chase JPM Stock Holding History

Saxony Capital 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 Q2	$513K	Buy	1,568 +74	+5%	+$23K	0.24%	88
2026 Q1	$439K	Buy	1,494 +92	+7%	+$27.9K	0.26%	89
2025 Q4	$452K	Hold	1,402	–	–	0.28%	83
2025 Q3	$442K	Buy	1,402 +150	+12%	+$44.6K	0.29%	78
2025 Q2	$363K	Sell	1,252 -186	-13%	-$47.5K	0.28%	77
2025 Q1	$353K	Buy	1,438 +254	+21%	+$64.8K	0.31%	68
2024 Q4	$284K	Buy	1,184 +1	+0.1%	+$233	0.25%	91
2024 Q3	$249K	Sell	1,183 -14	-1%	-$2.95K	0.23%	105
2024 Q2	$242K	Buy	+1,197	New	+$234K	0.27%	104

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Saxony Capital Management's JPM Position: Q2 2026 in Review

Saxony Capital Management increased its JPMorgan Chase (JPM) stake by 5% in Q2 2026, buying an estimated $23K and bringing the position to 1,568 shares worth $513K. The position accounts for 0.24% of the portfolio, ranked #88.

Saxony Capital Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Saxony Capital Management held 1,568 shares of JPMorgan Chase worth $513K as of Q2 2026.
Saxony Capital Management bought 74 JPMorgan Chase shares in Q2 2026, an estimated $23K.
JPMorgan Chase made up 0.24% of Saxony Capital Management's portfolio in Q2 2026, its #88 holding.
Saxony Capital Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.