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Syverson Strege & Co’s JPMorgan Chase JPM Stock Holding History

Syverson Strege & Co’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 		$1.74M Sell
5,331
-57
-1% -$17.7K 0.38% 32
2026
Q1 		$1.58M Sell
5,388
-24
-0.4% -$7.28K 0.38% 31
2025
Q4 		$1.74M Sell
5,412
-138
-2% -$42.7K 0.41% 30
2025
Q3 		$1.75M Sell
5,550
-751
-12% -$223K 0.42% 29
2025
Q2 		$1.83M Buy
6,301
+4,286
+213% +$1.09M 0.43% 28
2025
Q1 		$494K Buy
2,015
+59
+3% +$15K 0.16% 44
2024
Q4 		$469K Buy
1,956
+555
+40% +$129K 0.16% 44
2024
Q3 		$295K Sell
1,401
-620
-31% -$131K 0.1% 53
2024
Q2 		$409K Sell
2,021
-7
-0.3% -$1.37K 0.14% 49
2024
Q1 		$406K Buy
2,028
+418
+26% +$75.4K 0.15% 43
2023
Q4 		$274K Sell
1,610
-96
-6% -$14.5K 0.11% 57
2023
Q3 		$247K Buy
1,706
+48
+3% +$7.2K 0.11% 51
2023
Q2 		$241K Buy
1,658
+52
+3% +$7.15K 0.1% 53
2023
Q1 		$209K Buy
1,606
+1
+0.1% +$137 0.09% 59
2022
Q4 		$215K Buy
1,605
+85
+6% +$10.8K 0.1% 62
2022
Q3 		$159K Buy
1,520
+1
+0.1% +$115 0.08% 72
2022
Q2 		$171K Buy
1,519
+1
+0.1% +$124 0.06% 74
2022
Q1 		$207K Buy
1,518
+10
+0.7% +$1.48K 0.23% 60
2021
Q4 		$239K Buy
1,508
+130
+9% +$21.3K 0.18% 58
2021
Q3 		$226K Buy
+1,378
New +$216K 0.18% 54

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

Syverson Strege & Co's JPM Position: Q2 2026 in Review

Syverson Strege & Co reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $17.7K and leaving 5,331 shares worth $1.74M. The position accounts for 0.38% of the portfolio, ranked #32.

Syverson Strege & Co first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.83M in Q2 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Syverson Strege & Co held 5,331 shares of JPMorgan Chase worth $1.74M as of Q2 2026.
  • Syverson Strege & Co sold 57 JPMorgan Chase shares in Q2 2026, an estimated $17.7K.
  • JPMorgan Chase made up 0.38% of Syverson Strege & Co's portfolio in Q2 2026, its #32 holding.
  • Syverson Strege & Co first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • Syverson Strege & Co's JPMorgan Chase position peaked at $1.83M in Q2 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.