Supplemental Annuity Collective Trust (SACT) of New Jersey’s JPMorgan Chase JPM Stock Holding History

Supplemental Annuity Collective Trust (SACT) of New Jersey’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	$5.63M	Sell	17,186 -1,246	-7%	-$387K	1.44%	14
2026 Q1	$5.42M	Sell	18,432 -11,268	-38%	-$3.42M	1.53%	11
2025 Q4	$9.57M	Hold	29,700	–	–	2.47%	7
2025 Q3	$9.37M	Hold	29,700	–	–	2.47%	7
2025 Q2	$8.61M	Hold	29,700	–	–	2.43%	7
2025 Q1	$7.29M	Hold	29,700	–	–	2.29%	7
2024 Q4	$7.12M	Hold	29,700	–	–	2.09%	7
2024 Q3	$6.26M	Hold	29,700	–	–	1.85%	8
2024 Q2	$6.01M	Hold	29,700	–	–	1.85%	8
2024 Q1	$5.95M	Hold	29,700	–	–	1.86%	9
2023 Q4	$5.05M	Hold	29,700	–	–	1.75%	9
2023 Q3	$4.31M	Hold	29,700	–	–	1.62%	9
2023 Q2	$4.32M	Hold	29,700	–	–	1.55%	10
2023 Q1	$3.87M	Hold	29,700	–	–	1.51%	10
2022 Q4	$3.98M	Hold	29,700	–	–	1.65%	8
2022 Q3	$3.1M	Hold	29,700	–	–	1.36%	8
2022 Q2	$3.35M	Hold	29,700	–	–	1.34%	9
2022 Q1	$4.05M	Hold	29,700	–	–	1.33%	9
2021 Q4	$4.7M	Hold	29,700	–	–	1.44%	8
2021 Q3	$4.86M	Hold	29,700	–	–	1.6%	6
2021 Q2	$4.62M	Hold	29,700	–	–	1.5%	7
2021 Q1	$4.52M	Hold	29,700	–	–	1.57%	7
2020 Q4	$3.77M	Hold	29,700	–	–	1.4%	9
2020 Q3	$2.86M	Hold	29,700	–	–	1.2%	11
2020 Q2	$2.79M	Hold	29,700	–	–	1.27%	9
2020 Q1	$2.67M	Sell	29,700 -12,300	-29%	-$1.49M	1.48%	9
2019 Q4	$5.86M	Sell	42,000 -3,000	-7%	-$385K	2.42%	5
2019 Q3	$5.3M	Hold	45,000	–	–	2.41%	5
2019 Q2	$5.03M	Buy	45,000 +1,000	+2%	+$110K	2.21%	7
2019 Q1	$4.45M	Hold	44,000	–	–	1.98%	7
2018 Q4	$4.29M	Hold	44,000	–	–	2.2%	7
2018 Q3	$4.96M	Hold	44,000	–	–	2.05%	6
2018 Q2	$4.58M	Hold	44,000	–	–	1.98%	6
2018 Q1	$4.84M	Sell	44,000 -5,500	-11%	-$623K	2.11%	6
2017 Q4	$5.29M	Hold	49,500	–	–	2.24%	6
2017 Q3	$4.73M	Hold	49,500	–	–	2.08%	7
2017 Q2	$4.52M	Hold	49,500	–	–	2.03%	7
2017 Q1	$4.35M	Hold	49,500	–	–	1.96%	7
2016 Q4	$4.27M	Hold	49,500	–	–	2.02%	5
2016 Q3	$3.3M	Hold	49,500	–	–	1.63%	8
2016 Q2	$3.08M	Hold	49,500	–	–	1.54%	9
2016 Q1	$2.93M	Hold	49,500	–	–	1.49%	8
2015 Q4	$3.27M	Hold	49,500	–	–	1.66%	8
2015 Q3	$3.02M	Hold	49,500	–	–	1.6%	7
2015 Q2	$3.35M	Hold	49,500	–	–	1.6%	6
2015 Q1	$3M	Hold	49,500	–	–	1.41%	9
2014 Q4	$3.1M	Hold	49,500	–	–	1.45%	8
2014 Q3	$2.98M	Hold	49,500	–	–	1.45%	8
2014 Q2	$2.85M	Hold	49,500	–	–	1.37%	9
2014 Q1	$3M	Hold	49,500	–	–	1.48%	9
2013 Q4	$2.9M	Hold	49,500	–	–	1.43%	9
2013 Q3	$2.56M	Hold	49,500	–	–	1.39%	10
2013 Q2	$2.61M	Buy	+49,500	New	+$2.52M	1.47%	10

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Supplemental Annuity Collective Trust (SACT) of New Jersey's JPM Position: Q2 2026 in Review

Supplemental Annuity Collective Trust (SACT) of New Jersey reduced its JPMorgan Chase (JPM) stake by 6.8% in Q2 2026, selling an estimated $387K and leaving 17,186 shares worth $5.63M. The position accounts for 1.44% of the portfolio, ranked #14.

Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.57M in Q4 2025. 4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Supplemental Annuity Collective Trust (SACT) of New Jersey held 17,186 shares of JPMorgan Chase worth $5.63M as of Q2 2026.
Supplemental Annuity Collective Trust (SACT) of New Jersey sold 1,246 JPMorgan Chase shares in Q2 2026, an estimated $387K.
JPMorgan Chase made up 1.44% of Supplemental Annuity Collective Trust (SACT) of New Jersey's portfolio in Q2 2026, its #14 holding.
Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Supplemental Annuity Collective Trust (SACT) of New Jersey's JPMorgan Chase position peaked at $9.57M in Q4 2025.
4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Supplemental Annuity Collective Trust (SACT) of New Jersey's 13F filing for Q2 2026, filed 27 Jul 2026.