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Sitrin Capital Management’s JPMorgan Chase JPM Stock Holding History

Sitrin Capital Management’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 		$8.64M Sell
26,388
-429
-2% -$133K 3.83% 7
2026
Q1 		$7.89M Sell
26,817
-103
-0.4% -$31.3K 3.95% 7
2025
Q4 		$8.67M Buy
26,920
+35
+0.1% +$10.8K 4.12% 6
2025
Q3 		$8.48M Sell
26,885
-200
-0.7% -$59.5K 4.07% 5
2025
Q2 		$7.85M Sell
27,085
-2,637
-9% -$673K 4.01% 5
2025
Q1 		$7.29M Sell
29,722
-7,245
-20% -$1.85M 3.93% 7
2024
Q4 		$8.86M Buy
36,967
+355
+1% +$82.7K 4.47% 4
2024
Q3 		$7.72M Sell
36,612
-196
-0.5% -$41.3K 3.86% 5
2024
Q2 		$7.44M Buy
36,808
+138
+0.4% +$27K 3.96% 6
2024
Q1 		$7.35M Sell
36,670
-724
-2% -$131K 4.01% 3
2023
Q4 		$6.36M Sell
37,394
-558
-1% -$84.6K 3.71% 9
2023
Q3 		$5.5M Sell
37,952
-4,392
-10% -$658K 3.44% 11
2023
Q2 		$6.16M Buy
42,344
+6,124
+17% +$842K 3.46% 13
2023
Q1 		$4.72M Sell
36,220
-261
-0.7% -$35.8K 2.86% 22
2022
Q4 		$4.89M Sell
36,481
-1,618
-4% -$205K 3.12% 14
2022
Q3 		$3.98M Sell
38,099
-629
-2% -$72.2K 2.62% 25
2022
Q2 		$4.36M Sell
38,728
-723
-2% -$89.6K 2.78% 24
2022
Q1 		$5.38M Buy
+39,451
New +$5.82M 2.7% 26

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sitrin Capital Management's JPM Position: Q2 2026 in Review

Sitrin Capital Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $133K and leaving 26,388 shares worth $8.64M. The position accounts for 3.83% of the portfolio, ranked #7.

Sitrin Capital Management first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.86M in Q4 2024. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sitrin Capital Management held 26,388 shares of JPMorgan Chase worth $8.64M as of Q2 2026.
  • Sitrin Capital Management sold 429 JPMorgan Chase shares in Q2 2026, an estimated $133K.
  • JPMorgan Chase made up 3.83% of Sitrin Capital Management's portfolio in Q2 2026, its #7 holding.
  • Sitrin Capital Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • Sitrin Capital Management's JPMorgan Chase position peaked at $8.86M in Q4 2024.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sitrin Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.