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Symphony Financial’s JPMorgan Chase JPM Stock Holding History

Symphony Financial’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 		$8M Sell
24,316
-1,881
-7% -$584K 0.88% 31
2026
Q1 		$7.59M Buy
26,197
+2,151
+9% +$653K 1.01% 28
2025
Q4 		$7.77M Sell
24,046
-6,219
-21% -$1.93M 1.04% 29
2025
Q3 		$9.42M Buy
30,265
+3,429
+13% +$1.02M 1.15% 23
2025
Q2 		$6.86M Buy
26,836
+18,115
+208% +$4.62M 0.9% 31
2025
Q1 		$2.01M Sell
8,721
-12,216
-58% -$3.11M 1.19% 20
2024
Q4 		$5.49M Sell
20,937
-154
-0.7% -$35.9K 0.86% 29
2024
Q3 		$4.43M Buy
21,091
+1,262
+6% +$266K 0.73% 37
2024
Q2 		$4M Buy
19,829
+6,717
+51% +$1.31M 0.73% 38
2024
Q1 		$2.63M Sell
13,112
-4,427
-25% -$799K 0.61% 43
2023
Q4 		$2.96M Buy
17,539
+13,767
+365% +$2.09M 0.64% 39
2023
Q3 		$542K Buy
3,772
+619
+20% +$92.8K 0.13% 106
2023
Q2 		$453K Buy
3,153
+214
+7% +$29.4K 0.11% 123
2023
Q1 		$378K Buy
2,939
+86
+3% +$11.8K 0.1% 163
2022
Q4 		$389K Buy
2,853
+533
+23% +$67.5K 0.1% 155
2022
Q3 		$246K Sell
2,320
-233
-9% -$26.7K 0.08% 171
2022
Q2 		$294K Sell
2,553
-181
-7% -$22.4K 0.09% 158
2022
Q1 		$358K Buy
2,734
+975
+55% +$144K 0.08% 154
2021
Q4 		$285K Buy
1,759
+233
+15% +$38.3K 0.08% 158
2021
Q3 		$253K Sell
1,526
-4
-0.3% -$627 0.09% 155
2021
Q2 		$238K Sell
1,530
-179
-10% -$28.1K 0.08% 154
2021
Q1 		$261K Buy
+1,709
New +$246K 0.07% 171

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Symphony Financial's JPM Position: Q2 2026 in Review

Symphony Financial reduced its JPMorgan Chase (JPM) stake by 7.2% in Q2 2026, selling an estimated $584K and leaving 24,316 shares worth $8M. The position accounts for 0.88% of the portfolio, ranked #31.

Symphony Financial first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.42M in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Symphony Financial held 24,316 shares of JPMorgan Chase worth $8M as of Q2 2026.
  • Symphony Financial sold 1,881 JPMorgan Chase shares in Q2 2026, an estimated $584K.
  • JPMorgan Chase made up 0.88% of Symphony Financial's portfolio in Q2 2026, its #31 holding.
  • Symphony Financial first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Symphony Financial's JPMorgan Chase position peaked at $9.42M in Q3 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.