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SJS Investment Consulting’s JPMorgan Chase JPM Stock Holding History

SJS Investment Consulting’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 		$2.06M Buy
6,304
+123
+2% +$38.2K 0.22% 32
2026
Q1 		$1.82M Sell
6,181
-1,133
-15% -$344K 0.22% 32
2025
Q4 		$2.36M Buy
7,314
+131
+2% +$40.6K 0.3% 28
2025
Q3 		$2.27M Buy
7,183
+5,192
+261% +$1.54M 0.31% 29
2025
Q2 		$577K Sell
1,991
-181
-8% -$46.2K 0.09% 50
2025
Q1 		$533K Buy
2,172
+8
+0.4% +$2.04K 0.09% 50
2024
Q4 		$519K Sell
2,164
-597
-22% -$139K 0.09% 51
2024
Q3 		$582K Buy
2,761
+146
+6% +$30.8K 0.1% 46
2024
Q2 		$529K Hold
2,615
– – 0.1% 46
2024
Q1 		$524K Buy
2,615
+281
+12% +$50.7K 0.1% 47
2023
Q4 		$397K Sell
2,334
-157
-6% -$23.8K 0.09% 51
2023
Q3 		$361K Buy
2,491
+273
+12% +$40.9K 0.09% 50
2023
Q2 		$323K Sell
2,218
-64
-3% -$8.8K 0.08% 56
2023
Q1 		$297K Buy
2,282
+32
+1% +$4.38K 0.08% 57
2022
Q4 		$302K Sell
2,250
-958
-30% -$121K 0.09% 59
2022
Q3 		$335K Buy
+3,208
New +$368K 0.11% 52
2022
Q1 		$311K Buy
2,283
+29
+1% +$4.28K 0.1% 69
2021
Q4 		$357K Buy
+2,254
New +$370K 0.11% 60

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SJS Investment Consulting's JPM Position: Q2 2026 in Review

SJS Investment Consulting increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $38.2K and bringing the position to 6,304 shares worth $2.06M. The position accounts for 0.22% of the portfolio, ranked #32.

SJS Investment Consulting first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.36M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SJS Investment Consulting held 6,304 shares of JPMorgan Chase worth $2.06M as of Q2 2026.
  • SJS Investment Consulting bought 123 JPMorgan Chase shares in Q2 2026, an estimated $38.2K.
  • JPMorgan Chase made up 0.22% of SJS Investment Consulting's portfolio in Q2 2026, its #32 holding.
  • SJS Investment Consulting first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's JPMorgan Chase position peaked at $2.36M in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.