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Sycomore Asset Management’s JPMorgan Chase JPM Stock Holding History

Sycomore 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 		$8.95M Hold
29,164
– – 0.96% 30
2026
Q1 		$6.12M Hold
29,164
– – 0.85% 40
2025
Q4 		$6.12M Hold
29,164
– – 1.01% 36
2025
Q3 		$6.12M Hold
29,164
– – 1.02% 31
2025
Q2 		$6.12M Hold
29,164
– – 0.95% 36
2025
Q1 		$6.12M Hold
29,164
– – 0.87% 40
2024
Q4 		$6.12M Buy
29,164
+12,493
+75% +$2.91M 0.87% 40
2024
Q3 		$3.5M Buy
+16,671
New +$3.51M 0.58% 47
2023
Q4 		– Sell
-3,000
Closed -$437K – 84
2023
Q3 		$437K Buy
3,000
+553
+23% +$82.9K 0.11% 63
2023
Q2 		$339K Sell
2,447
-20,810
-89% -$2.86M 0.08% 64
2023
Q1 		$2.99M Buy
23,257
+1,786
+8% +$245K 0.86% 30
2022
Q4 		$2.82M Buy
21,471
+3,464
+19% +$439K 0.78% 38
2022
Q3 		$1.92M Sell
18,007
-6,509
-27% -$747K 0.54% 51
2022
Q2 		$2.84M Sell
24,516
-5,636
-19% -$698K 0.67% 49
2022
Q1 		$4.26M Buy
30,152
+27,452
+1,017% +$4.05M 0.74% 48
2021
Q4 		$428K Hold
2,700
– – 0.07% 86
2021
Q3 		$448K Buy
2,700
+1,600
+145% +$251K 0.07% 89
2021
Q2 		$169K Hold
1,100
– – 0.02% 102
2021
Q1 		$168K Sell
1,100
-1,265
-53% -$182K 0.03% 78
2020
Q4 		$301K Sell
2,365
-18,894
-89% -$2.11M 0.06% 66
2020
Q3 		$2.06M Buy
21,259
+13,459
+173% +$1.32M 0.6% 43
2020
Q2 		$725K Buy
7,800
+6,500
+500% +$617K 0.32% 32
2020
Q1 		$117K Buy
+1,300
New +$158K 0.06% 35
2019
Q2 		– Sell
-400
Closed -$40K – 34
2019
Q1 		$40K Sell
400
-700
-64% -$72.1K 0.02% 34
2018
Q4 		$114K Buy
+1,100
New +$117K 0.05% 31

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

Sycomore Asset Management's JPM Position: Q2 2026 in Review

Sycomore Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 29,164 shares worth $8.95M. The position accounts for 0.96% of the portfolio, ranked #30.

Sycomore Asset Management first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. 2,131 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sycomore Asset Management held 29,164 shares of JPMorgan Chase worth $8.95M as of Q2 2026.
  • Sycomore Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.96% of Sycomore Asset Management's portfolio in Q2 2026, its #30 holding.
  • Sycomore Asset Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • 2,131 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.