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Sompo Asset Management’s JPMorgan Chase JPM Stock Holding History

Sompo Asset 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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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. 3,037 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.
  • 3,037 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.