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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
Q2 		$16.4M Buy
50,236
+2,717
+6% +$844K 0.72% 29
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 Buy
29,505
+978
+3% +$176K 0.56% 35
2023
Q4 		$4.85M Buy
28,527
+3,517
+14% +$533K 0.5% 39
2023
Q3 		$3.63M Buy
+25,010
New +$3.75M 0.45% 41

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

Syon Capital's JPM Position: Q2 2026 in Review

Syon Capital increased its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, buying an estimated $844K and bringing the position to 50,236 shares worth $16.4M. The position accounts for 0.72% of the portfolio, ranked #29.

Syon Capital first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Syon Capital held 50,236 shares of JPMorgan Chase worth $16.4M as of Q2 2026.
  • Syon Capital bought 2,717 JPMorgan Chase shares in Q2 2026, an estimated $844K.
  • JPMorgan Chase made up 0.72% of Syon Capital's portfolio in Q2 2026, its #29 holding.
  • Syon Capital first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.