JP Morgan Chase
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JP Morgan Chase’s Southern California Bancorp BCAL Stock Holding History

JP Morgan Chase’s Portfolio BCAL Stock Details BCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47M Buy
83,978
+29,225
+53% +$535K ﹤0.01% 4324
2025
Q4 		$1.02M Buy
54,753
+35,676
+187% +$656K ﹤0.01% 4596
2025
Q3 		$318K Buy
19,077
+8,417
+79% +$138K ﹤0.01% 5272
2025
Q2 		$168K Sell
10,660
-17,313
-62% -$247K ﹤0.01% 5327
2025
Q1 		$401K Sell
27,973
-43,782
-61% -$680K ﹤0.01% 4907
2024
Q4 		$1.19M Buy
71,755
+45,247
+171% +$728K ﹤0.01% 4510
2024
Q3 		$392K Buy
26,508
+21,384
+417% +$311K ﹤0.01% 5065
2024
Q2 		$69K Sell
5,124
-9,359
-65% -$130K ﹤0.01% 5717
2024
Q1 		$216K Buy
14,483
+13,671
+1,684% +$216K ﹤0.01% 5310
2023
Q4 		$14.1K Buy
+812
New +$12.2K ﹤0.01% 6329

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return