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Syntax Research’s JPMorgan Chase JPM Stock Holding History

Syntax Research’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 		$2.56M Buy
7,806
+54
+0.7% +$16.8K 1.87% 12
2026
Q1 		$2.28M Sell
7,752
-104
-1% -$31.6K 1.45% 25
2025
Q4 		$2.53M Buy
7,856
+20
+0.3% +$6.19K 1.56% 23
2025
Q3 		$2.47M Buy
7,836
+119
+2% +$35.4K 1.59% 22
2025
Q2 		$2.24M Buy
7,717
+109
+1% +$27.8K 1.59% 23
2025
Q1 		$1.87M Sell
7,608
-277
-4% -$70.6K 1.29% 30
2024
Q4 		$1.89M Sell
7,885
-28
-0.4% -$6.52K 1.36% 27
2024
Q3 		$1.67M Sell
7,913
-66
-0.8% -$13.9K 1.13% 31
2024
Q2 		$1.61M Sell
7,979
-236
-3% -$46.1K 1.28% 22
2024
Q1 		$1.65M Buy
8,215
+47
+0.6% +$8.48K 1.26% 27
2023
Q4 		$1.39M Buy
8,168
+34
+0.4% +$5.15K 1.16% 26
2023
Q3 		$1.18M Buy
+8,134
New +$1.22M 0.96% 28

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Syntax Research's JPM Position: Q2 2026 in Review

Syntax Research increased its JPMorgan Chase (JPM) stake by 0.7% in Q2 2026, buying an estimated $16.8K and bringing the position to 7,806 shares worth $2.56M. The position accounts for 1.87% of the portfolio, ranked #12.

Syntax Research first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Syntax Research held 7,806 shares of JPMorgan Chase worth $2.56M as of Q2 2026.
  • Syntax Research bought 54 JPMorgan Chase shares in Q2 2026, an estimated $16.8K.
  • JPMorgan Chase made up 1.87% of Syntax Research's portfolio in Q2 2026, its #12 holding.
  • Syntax Research first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.