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SGL Investment Advisors’s JPMorgan Chase JPM Stock Holding History

SGL Investment Advisors’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 		$6.32M Sell
21,072
-489
-2% -$148K 2.37% 9
2025
Q4 		$6.69M Sell
21,561
-678
-3% -$210K 2.68% 9
2025
Q3 		$6.88M Buy
22,239
+976
+5% +$290K 2.87% 7
2025
Q2 		$6.01M Buy
21,263
+268
+1% +$68.4K 2.86% 5
2025
Q1 		$5.32M Sell
20,995
-7,479
-26% -$1.91M 2.75% 7
2024
Q4 		$7.84M Buy
28,474
+142
+0.5% +$33.1K 3.95% 3
2024
Q3 		$6.85M Buy
+28,332
New +$5.97M 3.52% 3

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

SGL Investment Advisors's JPM Position: Q1 2026 in Review

SGL Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, selling an estimated $148K and leaving 21,072 shares worth $6.32M. The position accounts for 2.37% of the portfolio, ranked #9.

SGL Investment Advisors first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.84M in Q4 2024. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • SGL Investment Advisors held 21,072 shares of JPMorgan Chase worth $6.32M as of Q1 2026.
  • SGL Investment Advisors sold 489 JPMorgan Chase shares in Q1 2026, an estimated $148K.
  • JPMorgan Chase made up 2.37% of SGL Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • SGL Investment Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's JPMorgan Chase position peaked at $7.84M in Q4 2024.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.