Sompo Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.23M | Sell |
25,141
-840
| -3% | -$261K | 1.35% | 17 |
|
|
2026
Q1 | $7.64M | Sell |
25,981
-2,212
| -8% | -$671K | 1.4% | 13 |
|
|
2025
Q4 | $9.08M | Sell |
28,193
-1,610
| -5% | -$498K | 1.56% | 10 |
|
|
2025
Q3 | $9.4M | Sell |
29,803
-1,218
| -4% | -$362K | 1.62% | 11 |
|
|
2025
Q2 | $8.99M | Sell |
31,021
-356
| -1% | -$90.8K | 1.56% | 13 |
|
|
2025
Q1 | $7.7M | Sell |
31,377
-2,020
| -6% | -$515K | 1.43% | 16 |
|
|
2024
Q4 | $8.01M | Sell |
33,397
-5,986
| -15% | -$1.39M | 1.35% | 17 |
|
|
2024
Q3 | $8.3M | Sell |
39,383
-7,051
| -15% | -$1.49M | 1.3% | 21 |
|
|
2024
Q2 | $9.39M | Sell |
46,434
-12,753
| -22% | -$2.49M | 1.59% | 13 |
|
|
2024
Q1 | $11.9M | Buy |
59,187
+2,768
| +5% | +$499K | 1.94% | 12 |
|
|
2023
Q4 | $9.6M | Buy |
56,419
+7,489
| +15% | +$1.13M | 1.73% | 13 |
|
|
2023
Q3 | $7.1M | Sell |
48,930
-23,300
| -32% | -$3.49M | 1.55% | 13 |
|
|
2023
Q2 | $10.5M | Buy |
72,230
+15,830
| +28% | +$2.18M | 1.96% | 12 |
|
|
2023
Q1 | $7.35M | Buy |
56,400
+1,260
| +2% | +$173K | 1.55% | 15 |
|
|
2022
Q4 | $7.39M | Buy |
55,140
+1,030
| +2% | +$131K | 1.69% | 12 |
|
|
2022
Q3 | $5.65M | Buy |
54,110
+1,230
| +2% | +$141K | 1.44% | 16 |
|
|
2022
Q2 | $5.95M | Sell |
52,880
-970
| -2% | -$120K | 1.51% | 17 |
|
|
2022
Q1 | $7.34M | Sell |
53,850
-2,560
| -5% | -$378K | 1.59% | 13 |
|
|
2021
Q4 | $8.93M | Buy |
56,410
+1,920
| +4% | +$315K | 1.78% | 11 |
|
|
2021
Q3 | $8.92M | Sell |
54,490
-12,860
| -19% | -$2.02M | 2.05% | 11 |
|
|
2021
Q2 | $10.5M | Buy |
67,350
+2,290
| +4% | +$360K | 2.14% | 8 |
|
|
2021
Q1 | $9.9M | Buy |
65,060
+9,700
| +18% | +$1.4M | 2.25% | 8 |
|
|
2020
Q4 | $7.04M | Buy |
55,360
+8,610
| +18% | +$962K | 1.52% | 14 |
|
|
2020
Q3 | $4.5M | Buy |
46,750
+1,510
| +3% | +$148K | 1.08% | 29 |
|
|
2020
Q2 | $4.25M | Buy |
45,240
+20,580
| +83% | +$1.95M | 1.08% | 29 |
|
|
2020
Q1 | $2.22M | Buy |
24,660
+3,820
| +18% | +$464K | 0.59% | 53 |
|
|
2019
Q4 | $2.9M | Sell |
20,840
-890
| -4% | -$114K | 0.68% | 52 |
|
|
2019
Q3 | $2.56M | Buy |
21,730
+950
| +5% | +$107K | 0.64% | 54 |
|
|
2019
Q2 | $2.32M | Buy |
20,780
+2,440
| +13% | +$269K | 0.69% | 50 |
|
|
2019
Q1 | $1.86M | Buy |
+18,340
| New | +$1.89M | 0.58% | 54 |
|
Other funds holding JPM
Sompo Asset Management's JPM Position: Q2 2026 in Review
Sompo Asset Management reduced its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, selling an estimated $261K and leaving 25,141 shares worth $8.23M. The position accounts for 1.35% of the portfolio, ranked #17.
Sompo Asset Management first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.9M in Q1 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Sompo Asset Management held 25,141 shares of JPMorgan Chase worth $8.23M as of Q2 2026.
- Sompo Asset Management sold 840 JPMorgan Chase shares in Q2 2026, an estimated $261K.
- JPMorgan Chase made up 1.35% of Sompo Asset Management's portfolio in Q2 2026, its #17 holding.
- Sompo Asset Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- Sompo Asset Management's JPMorgan Chase position peaked at $11.9M in Q1 2024.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.