Sepio Capital
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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
Q3 		$759K Sell
2,293
-3,344
-59% -$1.17M 0.03% 191
2026
Q2 		$1.85M Sell
5,637
-5,403
-49% -$1.68M 0.09% 116
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sepio Capital's JPM Position: Q3 2026 in Review

Sepio Capital reduced its JPMorgan Chase (JPM) stake by 59% in Q3 2026, selling an estimated $1.17M and leaving 2,293 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #191.

Sepio Capital first reported a position in JPM in Q4 2018 and has held it in 23 quarters since. The position peaked at $3.82M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sepio Capital held 2,293 shares of JPMorgan Chase worth $759K as of Q3 2026.
  • Sepio Capital sold 3,344 JPMorgan Chase shares in Q3 2026, an estimated $1.17M.
  • JPMorgan Chase made up 0.03% of Sepio Capital's portfolio in Q3 2026, its #191 holding.
  • Sepio Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 23 quarters since.
  • Sepio Capital's JPMorgan Chase position peaked at $3.82M in Q4 2025.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sepio Capital's 13F filing for Q3 2026, filed 22 Oct 2026.