Sitrin Capital Management
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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
Q3 		$8.62M Sell
26,053
-335
-1% -$117K 3.89% 6
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sitrin Capital Management's JPM Position: Q3 2026 in Review

Sitrin Capital Management reduced its JPMorgan Chase (JPM) stake by 1.3% in Q3 2026, selling an estimated $117K and leaving 26,053 shares worth $8.62M. The position accounts for 3.89% of the portfolio, ranked #6.

Sitrin Capital Management first reported a position in JPM in Q1 2022 and has held it in 19 quarters since. The position peaked at $8.86M in Q4 2024. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Sitrin Capital Management held 26,053 shares of JPMorgan Chase worth $8.62M as of Q3 2026.
  • Sitrin Capital Management sold 335 JPMorgan Chase shares in Q3 2026, an estimated $117K.
  • JPMorgan Chase made up 3.89% of Sitrin Capital Management's portfolio in Q3 2026, its #6 holding.
  • Sitrin Capital Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 19 quarters since.
  • Sitrin Capital Management's JPMorgan Chase position peaked at $8.86M in Q4 2024.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Sitrin Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.