Systematic Alpha Investments’s JPMorgan Chase JPM Stock Holding History

Systematic Alpha Investments’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	$13.8M	Buy	42,064 +5,260	+14%	+$1.63M	0.37%	45
2026 Q1	$10.8M	Hold	36,804	–	–	0.38%	49
2025 Q4	$11.9M	Hold	36,804	–	–	0.37%	48
2025 Q3	$11.6M	Hold	36,804	–	–	0.38%	46
2025 Q2	$10.7M	Hold	36,804	–	–	0.38%	47
2025 Q1	$9.03M	Hold	36,804	–	–	0.34%	49
2024 Q4	$8.82M	Hold	36,804	–	–	0.33%	52
2024 Q3	$7.76M	Hold	36,804	–	–	0.28%	54
2024 Q2	$7.44M	Hold	36,804	–	–	0.28%	54
2024 Q1	$7.37M	Hold	36,804	–	–	0.3%	55
2023 Q4	$6.26M	Hold	36,804	–	–	0.28%	58
2023 Q3	$5.34M	Hold	36,804	–	–	0.27%	59
2023 Q2	$5.35M	Hold	36,804	–	–	0.26%	59
2023 Q1	$4.8M	Hold	36,804	–	–	0.25%	58
2022 Q4	$4.94M	Hold	36,804	–	–	0.25%	57
2022 Q3	$3.85M	Hold	36,804	–	–	0.23%	58
2022 Q2	$4.14M	Sell	36,804 -5,200	-12%	-$644K	0.23%	59
2022 Q1	$5.73M	Hold	42,004	–	–	0.28%	59
2021 Q4	$6.65M	Hold	42,004	–	–	0.31%	61
2021 Q3	$7.14M	Buy	42,004 +200	+0.5%	+$31.4K	0.31%	57
2021 Q2	$6.66M	Buy	41,804 +17,104	+69%	+$2.69M	0.3%	57
2021 Q1	$3.76M	Buy	24,700 +16,500	+201%	+$2.37M	0.24%	58
2020 Q4	$1.04M	Buy	+8,200	New	+$917K	0.11%	77

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Systematic Alpha Investments's JPM Position: Q2 2026 in Review

Systematic Alpha Investments increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $1.63M and bringing the position to 42,064 shares worth $13.8M. The position accounts for 0.37% of the portfolio, ranked #45.

Systematic Alpha Investments first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Systematic Alpha Investments held 42,064 shares of JPMorgan Chase worth $13.8M as of Q2 2026.
Systematic Alpha Investments bought 5,260 JPMorgan Chase shares in Q2 2026, an estimated $1.63M.
JPMorgan Chase made up 0.37% of Systematic Alpha Investments's portfolio in Q2 2026, its #45 holding.
Systematic Alpha Investments first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.