Sulzberger Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Sulzberger Capital Advisors’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	$1.33M	Sell	4,062 -80	-2%	-$24.8K	1.3%	23
2026 Q1	$1.22M	Hold	4,142	–	–	1.24%	22
2025 Q4	$1.33M	Sell	4,142 -1,130	-21%	-$350K	1.35%	22
2025 Q3	$1.66M	Sell	5,272 -500	-9%	-$149K	1.85%	17
2025 Q2	$1.67M	Sell	5,772 -262	-4%	-$66.9K	1.96%	12
2025 Q1	$1.48M	Sell	6,034 -405	-6%	-$103K	1.95%	15
2024 Q4	$1.54M	Buy	+6,439	New	+$1.5M	1.75%	18

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Sulzberger Capital Advisors's JPM Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $24.8K and leaving 4,062 shares worth $1.33M. The position accounts for 1.3% of the portfolio, ranked #23.

Sulzberger Capital Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q2 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sulzberger Capital Advisors held 4,062 shares of JPMorgan Chase worth $1.33M as of Q2 2026.
Sulzberger Capital Advisors sold 80 JPMorgan Chase shares in Q2 2026, an estimated $24.8K.
JPMorgan Chase made up 1.3% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #23 holding.
Sulzberger Capital Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's JPMorgan Chase position peaked at $1.67M in Q2 2025.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.