Sculptor Capital’s JPMorgan Chase JPM Stock Holding History

Sculptor Capital’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
2016 Q2	–	Sell	-471,300	Closed	-$27.9M	–	358
2016 Q1	$27.9M	Buy	+471,300	New	+$27.5M	0.14%	123
2015 Q4	–	Sell	-4,664,200	Closed	-$284M	–	403
2015 Q3	$284M	Sell	4,664,200 -5,627,600	-55%	-$369M	0.99%	30
2015 Q2	$697M	Buy	10,291,800 +3,593,500	+54%	+$235M	2.02%	9
2015 Q1	$406M	Buy	6,698,300 +928,000	+16%	+$55M	1.32%	19
2014 Q4	$361M	Sell	5,770,300 -970,000	-14%	-$58.4M	0.97%	28
2014 Q3	$406M	Buy	6,740,300 +6,039,500	+862%	+$353M	1.17%	18
2014 Q2	$40.4M	Sell	700,800 -71,800	-9%	-$4.04M	0.12%	174
2014 Q1	$46.9M	Sell	772,600 -73,300	-9%	-$4.24M	0.15%	142
2013 Q4	$49.5M	Sell	845,900 -903,000	-52%	-$49.5M	0.13%	204
2013 Q3	$90.4M	Sell	1,748,900 -117,600	-6%	-$6.31M	0.26%	113
2013 Q2	$98.5M	Buy	+1,866,500	New	+$94.9M	0.31%	99

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sculptor Capital's JPM Position: Q1 2026 in Review

Sculptor Capital held its JPMorgan Chase (JPM) position steady in Q1 2026 at 164,800 shares worth $48.5M. The position accounts for 0.5% of the portfolio, ranked #50.

Sculptor Capital first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. The position peaked at $455M in Q1 2014. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sculptor Capital held 164,800 shares of JPMorgan Chase worth $48.5M as of Q1 2026.
Sculptor Capital left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.5% of Sculptor Capital's portfolio in Q1 2026, its #50 holding.
Sculptor Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
Sculptor Capital's JPMorgan Chase position peaked at $455M in Q1 2014.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sculptor Capital's 13F filing for Q1 2026, filed 15 May 2026.