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SYM Financial Corp’s JPMorgan Chase JPM Stock Holding History

SYM Financial Corp’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
Q1 		$3.24M Sell
11,029
-91
-0.8% -$27.6K 0.32% 27
2025
Q4 		$3.58M Buy
11,120
+150
+1% +$46.4K 0.37% 24
2025
Q3 		$3.46M Buy
10,970
+862
+9% +$256K 0.37% 24
2025
Q2 		$2.93M Buy
10,108
+3,884
+62% +$991K 0.33% 24
2025
Q1 		$1.53M Buy
6,224
+170
+3% +$43.3K 0.19% 33
2024
Q4 		$1.45M Sell
6,054
-1,358
-18% -$316K 0.19% 34
2024
Q3 		$1.56M Buy
7,412
+2,564
+53% +$540K 0.21% 36
2024
Q2 		$981K Buy
4,848
+59
+1% +$11.5K 0.16% 38
2024
Q1 		$959K Sell
4,789
-2,133
-31% -$385K 0.16% 30
2023
Q4 		$1.18M Sell
6,922
-199
-3% -$30.2K 0.19% 28
2023
Q3 		$1.03M Buy
7,121
+5,206
+272% +$780K 0.18% 28
2023
Q2 		$278K Buy
1,915
+106
+6% +$14.6K 0.06% 46
2023
Q1 		$236K Sell
1,809
-441
-20% -$60.4K 0.05% 52
2022
Q4 		$302K Buy
2,250
+122
+6% +$15.5K 0.07% 47
2022
Q3 		$222K Sell
2,128
-5
-0.2% -$574 0.11% 55
2022
Q2 		$240K Sell
2,133
-248
-10% -$30.7K 0.11% 54
2022
Q1 		$325K Buy
2,381
+588
+33% +$86.8K 0.14% 34
2021
Q4 		$284K Sell
1,793
-70
-4% -$11.5K 0.11% 36
2021
Q3 		$305K Buy
1,863
+305
+20% +$47.8K 0.18% 32
2021
Q2 		$242K Hold
1,558
– – 0.14% 39
2021
Q1 		$237K Sell
1,558
-615
-28% -$88.5K 0.14% 35
2020
Q4 		$276K Sell
2,173
-20
-0.9% -$2.23K 0.2% 25
2020
Q3 		$211K Sell
2,193
-533
-20% -$52.3K 0.16% 30
2020
Q2 		$256K Hold
2,726
– – 0.21% 24
2020
Q1 		$245K Buy
+2,726
New +$331K 0.25% 22
2018
Q4 		– Sell
-3,607
Closed -$407K – 88
2018
Q3 		$407K Buy
+3,607
New +$409K 0.23% 20

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SYM Financial Corp's JPM Position: Q1 2026 in Review

SYM Financial Corp reduced its JPMorgan Chase (JPM) stake by 0.82% in Q1 2026, selling an estimated $27.6K and leaving 11,029 shares worth $3.24M. The position accounts for 0.32% of the portfolio, ranked #27.

SYM Financial Corp first reported a position in JPM in Q3 2018 and has held it in 26 quarters since. The position peaked at $3.58M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • SYM Financial Corp held 11,029 shares of JPMorgan Chase worth $3.24M as of Q1 2026.
  • SYM Financial Corp sold 91 JPMorgan Chase shares in Q1 2026, an estimated $27.6K.
  • JPMorgan Chase made up 0.32% of SYM Financial Corp's portfolio in Q1 2026, its #27 holding.
  • SYM Financial Corp first reported a position in JPMorgan Chase in Q3 2018 and has held it in 26 quarters since.
  • SYM Financial Corp's JPMorgan Chase position peaked at $3.58M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.