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Sepio Capital’s JPMorgan Chase JPM Stock Holding History

Sepio 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
2026
Q1 		$3.25M Sell
11,040
-814
-7% -$247K 0.18% 77
2025
Q4 		$3.82M Buy
11,854
+5,922
+100% +$1.83M 0.21% 70
2025
Q3 		$1.87M Buy
5,932
+3,877
+189% +$1.15M 0.11% 113
2025
Q2 		$596K Sell
2,055
-127
-6% -$32.4K 0.04% 198
2025
Q1 		$535K Buy
2,182
+1
+0% +$255 0.04% 215
2024
Q4 		$523K Sell
2,181
-25
-1% -$5.82K 0.04% 221
2024
Q3 		$465K Buy
2,206
+49
+2% +$10.3K 0.04% 227
2024
Q2 		$436K Buy
2,157
+8
+0.4% +$1.56K 0.04% 219
2024
Q1 		$430K Sell
2,149
-601
-22% -$108K 0.04% 226
2023
Q4 		$468K Buy
2,750
+364
+15% +$55.2K 0.04% 222
2023
Q3 		$346K Buy
2,386
+392
+20% +$58.8K 0.03% 241
2023
Q2 		$290K Buy
1,994
+164
+9% +$22.6K 0.02% 300
2023
Q1 		$238K Sell
1,830
-241
-12% -$33K 0.02% 315
2022
Q4 		$278K Buy
+2,071
New +$262K 0.02% 292
2022
Q3 		– Sell
-2,101
Closed -$237K – 344
2022
Q2 		$237K Buy
+2,101
New +$260K 0.02% 307
2022
Q1 		– Sell
-1,361
Closed -$215K – 372
2021
Q4 		$215K Buy
+1,361
New +$224K 0.02% 354
2021
Q1 		– Sell
-3,067
Closed -$390K – 368
2020
Q4 		$390K Sell
3,067
-1,433
-32% -$160K 0.03% 306
2020
Q3 		$433K Buy
+4,500
New +$442K 0.05% 273
2020
Q1 		– Sell
-6,641
Closed -$926K – 272
2019
Q4 		$926K Buy
6,641
+424
+7% +$54.4K 0.09% 158
2019
Q3 		$732K Buy
+6,217
New +$703K 0.08% 170
2019
Q1 		– Sell
-9,660
Closed -$943K – 264
2018
Q4 		$943K Buy
+9,660
New +$1.03M 0.07% 152

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sepio Capital's JPM Position: Q1 2026 in Review

Sepio Capital reduced its JPMorgan Chase (JPM) stake by 6.9% in Q1 2026, selling an estimated $247K and leaving 11,040 shares worth $3.25M. The position accounts for 0.18% of the portfolio, ranked #77.

Sepio Capital first reported a position in JPM in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.82M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sepio Capital held 11,040 shares of JPMorgan Chase worth $3.25M as of Q1 2026.
  • Sepio Capital sold 814 JPMorgan Chase shares in Q1 2026, an estimated $247K.
  • JPMorgan Chase made up 0.18% of Sepio Capital's portfolio in Q1 2026, its #77 holding.
  • Sepio Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 21 quarters since.
  • Sepio Capital's JPMorgan Chase position peaked at $3.82M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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