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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sicart Associates's JPM Position: Q2 2026 in Review

Sicart Associates reduced its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, selling an estimated $15.5K and leaving 1,122 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #54.

Sicart Associates first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $482K in Q4 2021. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sicart Associates held 1,122 shares of JPMorgan Chase worth $367K as of Q2 2026.
Sicart Associates sold 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
JPMorgan Chase made up 0.09% of Sicart Associates's portfolio in Q2 2026, its #54 holding.
Sicart Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
Sicart Associates's JPMorgan Chase position peaked at $482K in Q4 2021.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sicart Associates's 13F filing for Q2 2026, filed 11 Aug 2026.