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Sendero Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sendero Wealth 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 		$1.9M Sell
5,790
-24
-0.4% -$7.45K 0.19% 83
2026
Q1 		$1.71M Buy
5,814
+96
+2% +$29.1K 0.19% 74
2025
Q4 		$1.84M Buy
5,718
+84
+1% +$26K 0.2% 71
2025
Q3 		$1.78M Sell
5,634
-25
-0.4% -$7.43K 0.21% 72
2025
Q2 		$1.64M Buy
5,659
+57
+1% +$14.5K 0.2% 74
2025
Q1 		$1.37M Sell
5,602
-117
-2% -$29.8K 0.19% 74
2024
Q4 		$1.37M Hold
5,719
– – 0.2% 72
2024
Q3 		$1.21M Hold
5,719
– – 0.19% 69
2024
Q2 		$1.16M Sell
5,719
-549
-9% -$107K 0.19% 70
2024
Q1 		$1.26M Buy
6,268
+457
+8% +$82.5K 0.22% 68
2023
Q4 		$988K Buy
5,811
+62
+1% +$9.4K 0.19% 78
2023
Q3 		$834K Hold
5,749
– – 0.18% 80
2023
Q2 		$836K Buy
+5,749
New +$791K 0.18% 87
2022
Q3 		– Sell
-2,921
Closed -$329K – 105
2022
Q2 		$329K Sell
2,921
-805
-22% -$99.7K 0.32% 72
2022
Q1 		$508K Sell
3,726
-85,240
-96% -$12.6M 0.23% 50
2021
Q4 		$714K Buy
+88,966
New +$14.6M 0.32% 42

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

Sendero Wealth Management's JPM Position: Q2 2026 in Review

Sendero Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.41% in Q2 2026, selling an estimated $7.45K and leaving 5,790 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #83.

Sendero Wealth Management first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sendero Wealth Management held 5,790 shares of JPMorgan Chase worth $1.9M as of Q2 2026.
  • Sendero Wealth Management sold 24 JPMorgan Chase shares in Q2 2026, an estimated $7.45K.
  • JPMorgan Chase made up 0.19% of Sendero Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Sendero Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.