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Sivia Capital Partners’s JPMorgan Chase JPM Stock Holding History

Sivia Capital Partners’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 		$4.55M Buy
13,897
+10,352
+292% +$3.21M 0.55% 23
2026
Q1 		$1.04M Sell
3,545
-3,428
-49% -$1.04M 0.2% 129
2025
Q4 		$2.25M Sell
6,973
-356
-5% -$110K 0.45% 30
2025
Q3 		$2.31M Buy
7,329
+668
+10% +$199K 0.65% 19
2025
Q2 		$1.93M Sell
6,661
-582
-8% -$149K 0.66% 19
2025
Q1 		$1.78M Buy
7,243
+527
+8% +$134K 0.83% 19
2024
Q4 		$1.61M Sell
6,716
-178
-3% -$41.5K 0.8% 20
2024
Q3 		$1.45M Buy
6,894
+194
+3% +$40.9K 0.86% 22
2024
Q2 		$1.36M Sell
6,700
-1,589
-19% -$311K 0.91% 20
2024
Q1 		$1.66M Sell
8,289
-148
-2% -$26.7K 1.13% 16
2023
Q4 		$1.44M Buy
+8,437
New +$1.28M 1.09% 18

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

Sivia Capital Partners's JPM Position: Q2 2026 in Review

Sivia Capital Partners increased its JPMorgan Chase (JPM) stake by 292% in Q2 2026, buying an estimated $3.21M and bringing the position to 13,897 shares worth $4.55M. The position accounts for 0.55% of the portfolio, ranked #23.

Sivia Capital Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sivia Capital Partners held 13,897 shares of JPMorgan Chase worth $4.55M as of Q2 2026.
  • Sivia Capital Partners bought 10,352 JPMorgan Chase shares in Q2 2026, an estimated $3.21M.
  • JPMorgan Chase made up 0.55% of Sivia Capital Partners's portfolio in Q2 2026, its #23 holding.
  • Sivia Capital Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.