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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sicart Associates's JPM Position: Q1 2026 in Review

Sicart Associates held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,172 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #56.

Sicart Associates first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $482K in Q4 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sicart Associates held 1,172 shares of JPMorgan Chase worth $345K as of Q1 2026.
Sicart Associates left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.09% of Sicart Associates's portfolio in Q1 2026, its #56 holding.
Sicart Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
Sicart Associates's JPMorgan Chase position peaked at $482K in Q4 2021.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sicart Associates's 13F filing for Q1 2026, filed 21 Apr 2026.