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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
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 $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

Sitrin Capital Management's JPM Position: Q1 2026 in Review

Sitrin Capital Management reduced its JPMorgan Chase (JPM) stake by 0.38% in Q1 2026, selling an estimated $31.3K and leaving 26,817 shares worth $7.89M. The position accounts for 3.95% of the portfolio, ranked #7.

Sitrin Capital Management first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.86M in Q4 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sitrin Capital Management held 26,817 shares of JPMorgan Chase worth $7.89M as of Q1 2026.
  • Sitrin Capital Management sold 103 JPMorgan Chase shares in Q1 2026, an estimated $31.3K.
  • JPMorgan Chase made up 3.95% of Sitrin Capital Management's portfolio in Q1 2026, its #7 holding.
  • Sitrin Capital Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • Sitrin Capital Management's JPMorgan Chase position peaked at $8.86M in Q4 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.