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Sequent Asset Management’s JPMorgan Chase JPM Stock Holding History

Sequent Asset 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 		$567K Buy
1,733
+113
+7% +$35.1K 0.24% 50
2026
Q1 		$477K Sell
1,620
-799
-33% -$242K 0.23% 57
2025
Q4 		$780K Buy
2,419
+1
+0% +$310 0.35% 43
2025
Q3 		$763K Buy
2,418
+1
+0% +$297 0.36% 40
2025
Q2 		$701K Buy
2,417
+1
+0% +$255 0.56% 35
2025
Q1 		$593K Buy
2,416
+1
+0% +$255 0.33% 43
2024
Q4 		$579K Buy
2,415
+1
+0% +$233 0.29% 42
2024
Q3 		$509K Buy
2,414
+2
+0.1% +$421 0.25% 47
2024
Q2 		$488K Buy
2,412
+6
+0.2% +$1.17K 0.25% 50
2024
Q1 		$482K Sell
2,406
-515
-18% -$92.9K 0.25% 45
2023
Q4 		$497K Buy
2,921
+2
+0.1% +$303 0.29% 41
2023
Q3 		$423K Buy
2,919
+1
+0% +$150 0.46% 36
2023
Q2 		$424K Buy
2,918
+2
+0.1% +$275 0.46% 37
2023
Q1 		$380K Buy
2,916
+2
+0.1% +$274 0.43% 40
2022
Q4 		$391K Buy
2,914
+1
+0% +$127 0.26% 46
2022
Q3 		$305K Buy
2,913
+21
+0.7% +$2.41K 0.23% 55
2022
Q2 		$325K Buy
2,892
+2
+0.1% +$248 0.24% 54
2022
Q1 		$394K Buy
2,890
+1
+0% +$148 0.23% 55
2021
Q4 		$457K Sell
2,889
-74
-2% -$12.2K 0.25% 51
2021
Q3 		$485K Buy
2,963
+443
+18% +$69.5K 0.28% 45
2021
Q2 		$392K Buy
2,520
+1
+0% +$157 0.22% 52
2021
Q1 		$384K Buy
2,519
+1
+0% +$144 0.24% 55
2020
Q4 		$320K Sell
2,518
-6,289
-71% -$703K 0.21% 53
2020
Q3 		$848K Sell
8,807
-11
-0.1% -$1.08K 0.61% 34
2020
Q2 		$830K Buy
8,818
+248
+3% +$23.5K 0.63% 34
2020
Q1 		$772K Sell
8,570
-64
-0.7% -$7.78K 0.63% 32
2019
Q4 		$1.2M Buy
+8,634
New +$1.11M 0.69% 28

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Sequent Asset Management's JPM Position: Q2 2026 in Review

Sequent Asset Management increased its JPMorgan Chase (JPM) stake by 7% in Q2 2026, buying an estimated $35.1K and bringing the position to 1,733 shares worth $567K. The position accounts for 0.24% of the portfolio, ranked #50.

Sequent Asset Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q4 2019. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sequent Asset Management held 1,733 shares of JPMorgan Chase worth $567K as of Q2 2026.
  • Sequent Asset Management bought 113 JPMorgan Chase shares in Q2 2026, an estimated $35.1K.
  • JPMorgan Chase made up 0.24% of Sequent Asset Management's portfolio in Q2 2026, its #50 holding.
  • Sequent Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Sequent Asset Management's JPMorgan Chase position peaked at $1.2M in Q4 2019.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sequent Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.