Symmetry Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52M | Buy |
4,650
+1,256
| +37% | +$390K | 0.08% | 68 |
|
|
2026
Q1 | $998K | Buy |
3,394
+507
| +18% | +$154K | 0.06% | 71 |
|
|
2025
Q4 | $930K | Sell |
2,887
-78
| -3% | -$24.1K | 0.06% | 77 |
|
|
2025
Q3 | $935K | Buy |
2,965
+540
| +22% | +$161K | 0.1% | 70 |
|
|
2025
Q2 | $703K | Buy |
2,425
+544
| +29% | +$139K | 0.09% | 76 |
|
|
2025
Q1 | $461K | Sell |
1,881
-7
| -0.4% | -$1.78K | 0.06% | 87 |
|
|
2024
Q4 | $453K | Buy |
+1,888
| New | +$440K | 0.06% | 80 |
|
|
2024
Q3 | – | Sell |
-52,574
| Closed | -$10.6M | – | 305 |
|
|
2024
Q2 | $10.6M | Sell |
52,574
-2,418
| -4% | -$473K | 0.55% | 44 |
|
|
2024
Q1 | $11M | Sell |
54,992
-3,298
| -6% | -$595K | 0.86% | 34 |
|
|
2023
Q4 | $9.93M | Sell |
58,290
-9,492
| -14% | -$1.44M | 0.54% | 44 |
|
|
2023
Q3 | $9.83M | Buy |
67,782
+6,163
| +10% | +$924K | 0.53% | 46 |
|
|
2023
Q2 | $8.96M | Buy |
61,619
+4,289
| +7% | +$590K | 0.47% | 49 |
|
|
2023
Q1 | $7.47M | Buy |
57,330
+35,420
| +162% | +$4.85M | 0.41% | 47 |
|
|
2022
Q4 | $2.94M | Sell |
21,910
-6,130
| -22% | -$777K | 0.17% | 66 |
|
|
2022
Q3 | $2.93M | Sell |
28,040
-3,484
| -11% | -$400K | 0.2% | 63 |
|
|
2022
Q2 | $3.55M | Sell |
31,524
-1,149
| -4% | -$142K | 0.24% | 55 |
|
|
2022
Q1 | $4.45M | Sell |
32,673
-924
| -3% | -$136K | 0.28% | 49 |
|
|
2021
Q4 | $5.32M | Sell |
33,597
-4,643
| -12% | -$762K | 0.34% | 45 |
|
|
2021
Q3 | $6.45M | Buy |
38,240
+4,806
| +14% | +$753K | 0.42% | 41 |
|
|
2021
Q2 | $5.2M | Buy |
33,434
+1,389
| +4% | +$218K | 0.35% | 53 |
|
|
2021
Q1 | $4.88M | Buy |
32,045
+312
| +1% | +$44.9K | 0.35% | 47 |
|
|
2020
Q4 | $4.03M | Sell |
31,733
-2,899
| -8% | -$324K | 0.31% | 51 |
|
|
2020
Q3 | $3.33M | Buy |
34,632
+4,633
| +15% | +$455K | 0.28% | 54 |
|
|
2020
Q2 | $2.82M | Sell |
29,999
-7,913
| -21% | -$751K | 0.35% | 44 |
|
|
2020
Q1 | $3.41M | Buy |
37,912
+3,093
| +9% | +$376K | 0.76% | 24 |
|
|
2019
Q4 | $4.85M | Buy |
34,819
+3,270
| +10% | +$419K | 1% | 17 |
|
|
2019
Q3 | $3.71M | Buy |
31,549
+23,842
| +309% | +$2.7M | 0.77% | 19 |
|
|
2019
Q2 | $862K | Sell |
7,707
-4,975
| -39% | -$549K | 0.18% | 84 |
|
|
2019
Q1 | $1.28M | Sell |
12,682
-18,829
| -60% | -$1.94M | 0.22% | 59 |
|
|
2018
Q4 | $3.08M | Buy |
+31,511
| New | +$3.36M | 0.78% | 20 |
|
|
2017
Q2 | – | Sell |
-132
| Closed | -$12K | – | 41 |
|
|
2017
Q1 | $12K | Buy |
+132
| New | +$11.6K | 0.01% | 66 |
|
Other funds holding JPM
RG
Symmetry Partners's JPM Position: Q2 2026 in Review
Symmetry Partners increased its JPMorgan Chase (JPM) stake by 37% in Q2 2026, buying an estimated $390K and bringing the position to 4,650 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #68.
Symmetry Partners first reported a position in JPM in Q1 2017 and has held it in 31 quarters since. The position peaked at $11M in Q1 2024. 2,726 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Symmetry Partners held 4,650 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
- Symmetry Partners bought 1,256 JPMorgan Chase shares in Q2 2026, an estimated $390K.
- JPMorgan Chase made up 0.08% of Symmetry Partners's portfolio in Q2 2026, its #68 holding.
- Symmetry Partners first reported a position in JPMorgan Chase in Q1 2017 and has held it in 31 quarters since.
- Symmetry Partners's JPMorgan Chase position peaked at $11M in Q1 2024.
- 2,726 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.