Sicart Associates’s JPMorgan Chase JPM Stock Holding History

Sicart Associates’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	$307K	Sell	905 -217	-19%	-$75.9K	0.07%	59
2026 Q2	$367K	Sell	1,122 -50	-4%	-$15.5K	0.09%	54
2026 Q1	$345K	Hold	1,172	–	–	0.09%	56
2025 Q4	$378K	Hold	1,172	–	–	0.1%	55
2025 Q3	$370K	Sell	1,172 -213	-15%	-$63.3K	0.1%	54
2025 Q2	$402K	Hold	1,385	–	–	0.14%	51
2025 Q1	$340K	Hold	1,385	–	–	0.12%	55
2024 Q4	$332K	Hold	1,385	–	–	0.12%	57
2024 Q3	$292K	Hold	1,385	–	–	0.1%	58
2024 Q2	$280K	Hold	1,385	–	–	0.11%	60
2024 Q1	$277K	Hold	1,385	–	–	0.1%	65
2023 Q4	$236K	Hold	1,385	–	–	0.09%	63
2023 Q3	$201K	Hold	1,385	–	–	0.08%	63
2023 Q2	$201K	Buy	+1,385	New	+$190K	0.08%	65
2022 Q2	–	Sell	-1,752	Closed	-$239K	–	88
2022 Q1	$239K	Sell	1,752 -1,291	-42%	-$191K	0.06%	79
2021 Q4	$482K	Buy	+3,043	New	+$500K	0.13%	64

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sicart Associates's JPM Position: Q3 2026 in Review

Sicart Associates reduced its JPMorgan Chase (JPM) stake by 19% in Q3 2026, selling an estimated $75.9K and leaving 905 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #59.

Sicart Associates first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $482K in Q4 2021. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Sicart Associates held 905 shares of JPMorgan Chase worth $307K as of Q3 2026.
Sicart Associates sold 217 JPMorgan Chase shares in Q3 2026, an estimated $75.9K.
JPMorgan Chase made up 0.07% of Sicart Associates's portfolio in Q3 2026, its #59 holding.
Sicart Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
Sicart Associates's JPMorgan Chase position peaked at $482K in Q4 2021.
3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.