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Siemens Fonds Invest’s JPMorgan Chase JPM Stock Holding History

Siemens Fonds Invest’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 		$22.2M Sell
75,431
-2,556
-3% -$776K 1.27% 10
2025
Q4 		$25.2M Sell
77,987
-4,398
-5% -$1.36M 1.34% 10
2025
Q3 		$26M Sell
82,385
-2,294
-3% -$682K 1.42% 10
2025
Q2 		$24.5M Buy
84,679
+4,828
+6% +$1.23M 1.44% 9
2025
Q1 		$19.6M Buy
79,851
+731
+0.9% +$186K 1.35% 10
2024
Q4 		$18.9M Buy
79,120
+4,146
+6% +$966K 1.27% 10
2024
Q3 		$15.8M Sell
74,974
-603
-0.8% -$127K 1.26% 10
2024
Q2 		$15.3M Sell
75,577
-77
-0.1% -$15.1K 1.14% 11
2024
Q1 		$15.2M Sell
75,654
-3,134
-4% -$566K 1.17% 10
2023
Q4 		$13.4M Buy
78,788
+7,077
+10% +$1.07M 1.1% 11
2023
Q3 		$10.4M Buy
71,711
+1,369
+2% +$205K 1.05% 13
2023
Q2 		$10.2M Hold
70,342
– – 0.99% 15
2023
Q1 		$9.17M Sell
70,342
-3,745
-5% -$513K 0.96% 19
2022
Q4 		$9.94M Sell
74,087
-1,133
-2% -$144K 0.99% 15
2022
Q3 		$7.86M Sell
75,220
-2,082
-3% -$239K 0.9% 23
2022
Q2 		$8.71M Sell
77,302
-735
-0.9% -$91.1K 0.92% 21
2022
Q1 		$10.6M Sell
78,037
-588
-0.7% -$86.8K 0.86% 19
2021
Q4 		$12.5M Buy
78,625
+1,371
+2% +$225K 0.82% 16
2021
Q3 		$12.6M Buy
77,254
+3,219
+4% +$505K 0.84% 14
2021
Q2 		$11.5M Sell
74,035
-4,089
-5% -$642K 1.37% 12
2021
Q1 		$11.9M Sell
78,124
-2,097
-3% -$302K 1.15% 17
2020
Q4 		$10.1M Buy
+80,221
New +$8.97M 1.04% 23

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

Siemens Fonds Invest's JPM Position: Q1 2026 in Review

Siemens Fonds Invest reduced its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, selling an estimated $776K and leaving 75,431 shares worth $22.2M. The position accounts for 1.27% of the portfolio, ranked #10.

Siemens Fonds Invest first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $26M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Siemens Fonds Invest held 75,431 shares of JPMorgan Chase worth $22.2M as of Q1 2026.
  • Siemens Fonds Invest sold 2,556 JPMorgan Chase shares in Q1 2026, an estimated $776K.
  • JPMorgan Chase made up 1.27% of Siemens Fonds Invest's portfolio in Q1 2026, its #10 holding.
  • Siemens Fonds Invest first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Siemens Fonds Invest's JPMorgan Chase position peaked at $26M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.