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Syon Capital’s JPMorgan Chase JPM Stock Holding History

Syon Capital’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 		$14M Buy
47,519
+1,010
+2% +$307K 0.7% 30
2025
Q4 		$15M Buy
46,509
+2,920
+7% +$904K 0.75% 28
2025
Q3 		$13.7M Buy
43,589
+4,944
+13% +$1.47M 0.74% 30
2025
Q2 		$11.2M Buy
38,645
+3,747
+11% +$956K 0.74% 28
2025
Q1 		$8.56M Buy
34,898
+4,966
+17% +$1.27M 0.7% 34
2024
Q4 		$7.18M Buy
29,932
+85
+0.3% +$19.8K 0.65% 34
2024
Q3 		$6.29M Sell
29,847
-188
-0.6% -$39.6K 0.56% 36
2024
Q2 		$6.07M Buy
30,035
+530
+2% +$104K 0.56% 37
2024
Q1 		$5.91M Sell
29,505
-27,549
-48% -$4.97M 0.56% 35
2023
Q4 		$9.7M Buy
57,054
+32,044
+128% +$4.86M 0.41% 45
2023
Q3 		$3.63M Buy
+25,010
New +$3.75M 0.45% 41

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

Syon Capital's JPM Position: Q1 2026 in Review

Syon Capital increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, buying an estimated $307K and bringing the position to 47,519 shares worth $14M. The position accounts for 0.7% of the portfolio, ranked #30.

Syon Capital first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $15M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Syon Capital held 47,519 shares of JPMorgan Chase worth $14M as of Q1 2026.
  • Syon Capital bought 1,010 JPMorgan Chase shares in Q1 2026, an estimated $307K.
  • JPMorgan Chase made up 0.7% of Syon Capital's portfolio in Q1 2026, its #30 holding.
  • Syon Capital first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's JPMorgan Chase position peaked at $15M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.