Sciencast Management’s JPMorgan Chase JPM Stock Holding History

Sciencast 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	$336K	Sell	1,025 -8,599	-89%	-$2.67M	0.07%	204
2026 Q1	$2.83M	Buy	+9,624	New	+$2.92M	0.36%	116
2025 Q2	–	Sell	-11,012	Closed	-$2.7M	–	317
2025 Q1	$2.7M	Buy	+11,012	New	+$2.81M	0.62%	82
2024 Q3	–	Sell	-5,107	Closed	-$1.03M	–	299
2024 Q2	$1.03M	Buy	+5,107	New	+$998K	0.36%	120
2024 Q1	–	Sell	-2,782	Closed	-$473K	–	274
2023 Q4	$473K	Sell	2,782 -8,897	-76%	-$1.35M	0.26%	142
2023 Q3	$1.69M	Buy	+11,679	New	+$1.75M	0.77%	26
2022 Q2	$3.56M	Buy	+31,002	New	+$3.84M	0.8%	26
2021 Q2	–	Sell	-21,000	Closed	-$3.23M	–	583
2021 Q1	$3.23M	Buy	+21,000	New	+$3.02M	0.64%	31
2020 Q4	–	Sell	-5,294	Closed	-$539K	–	527
2020 Q3	$539K	Sell	5,294 -5,788	-52%	-$568K	0.21%	166
2020 Q2	$1.09M	Buy	+11,082	New	+$1.05M	0.27%	120
2019 Q4	–	Sell	-8,300	Closed	-$978K	–	531
2019 Q3	$978K	Sell	8,300 -6,083	-42%	-$688K	0.32%	115
2019 Q2	$1.64M	Buy	14,383 +10,383	+260%	+$1.14M	0.93%	12
2019 Q1	$420K	Sell	4,000 -6,700	-63%	-$690K	0.15%	215
2018 Q4	$1.1M	Sell	10,700 -2,866	-21%	-$305K	0.98%	12
2018 Q3	$1.43M	Buy	13,566 +5,863	+76%	+$666K	0.96%	8
2018 Q2	$846K	Buy	+7,703	New	+$845K	0.78%	26
2018 Q1	–	Sell	-2,470	Closed	-$280K	–	407
2017 Q4	$280K	Buy	+2,470	New	+$250K	0.15%	237
2017 Q3	–	Sell	-5,100	Closed	-$466K	–	396
2017 Q2	$466K	Buy	+5,100	New	+$440K	0.26%	145
2017 Q1	–	Sell	-5,108	Closed	-$441K	–	382
2016 Q4	$441K	Sell	5,108 -6,476	-56%	-$494K	0.6%	61
2016 Q3	$771K	Buy	+11,584	New	+$755K	2.29%	8

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

Sciencast Management's JPM Position: Q2 2026 in Review

Sciencast Management reduced its JPMorgan Chase (JPM) stake by 89% in Q2 2026, selling an estimated $2.67M and leaving 1,025 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #204.

Sciencast Management first reported a position in JPM in Q3 2016 and has held it in 20 quarters since. The position peaked at $3.56M in Q2 2022. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sciencast Management held 1,025 shares of JPMorgan Chase worth $336K as of Q2 2026.
Sciencast Management sold 8,599 JPMorgan Chase shares in Q2 2026, an estimated $2.67M.
JPMorgan Chase made up 0.07% of Sciencast Management's portfolio in Q2 2026, its #204 holding.
Sciencast Management first reported a position in JPMorgan Chase in Q3 2016 and has held it in 20 quarters since.
Sciencast Management's JPMorgan Chase position peaked at $3.56M in Q2 2022.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sciencast Management's 13F filing for Q2 2026, filed 28 Jul 2026.