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Symphony Financial Services’s JPMorgan Chase JPM Stock Holding History

Symphony Financial Services’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 		$2.22M Sell
6,769
-218
-3% -$67.7K 1% 25
2026
Q1 		$2.05M Buy
6,987
+579
+9% +$176K 1.05% 26
2025
Q4 		$2.06M Buy
6,408
+3
+0% +$929 1.06% 26
2025
Q3 		$2.02M Sell
6,405
-35
-0.5% -$10.4K 1.09% 24
2025
Q2 		$1.87M Buy
6,440
+31
+0.5% +$7.91K 1.12% 23
2025
Q1 		$1.57M Sell
6,409
-79
-1% -$20.1K 1.03% 23
2024
Q4 		$1.56M Buy
6,488
+7
+0.1% +$1.63K 1.25% 21
2024
Q3 		$1.37M Sell
6,481
-94
-1% -$19.8K 1.16% 20
2024
Q2 		$1.35M Buy
+6,575
New +$1.29M 1.16% 20

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Symphony Financial Services's JPM Position: Q2 2026 in Review

Symphony Financial Services reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $67.7K and leaving 6,769 shares worth $2.22M. The position accounts for 1% of the portfolio, ranked #25.

Symphony Financial Services first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Symphony Financial Services held 6,769 shares of JPMorgan Chase worth $2.22M as of Q2 2026.
  • Symphony Financial Services sold 218 JPMorgan Chase shares in Q2 2026, an estimated $67.7K.
  • JPMorgan Chase made up 1% of Symphony Financial Services's portfolio in Q2 2026, its #25 holding.
  • Symphony Financial Services first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.