JP Morgan Chase
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JP Morgan Chase’s SB Financial Group SBFG Stock Holding History

JP Morgan Chase’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.9K Sell
2,397
-1,035
-30% -$21.9K ﹤0.01% 6189
2025
Q4 		$76.4K Sell
3,432
-1,725
-33% -$35.7K ﹤0.01% 6027
2025
Q3 		$99.5K Buy
5,157
+2,328
+82% +$47.3K ﹤0.01% 5904
2025
Q2 		$54K Buy
2,829
+2,817
+23,475% +$53.3K ﹤0.01% 5899
2025
Q1 		$250 Hold
12
– – ﹤0.01% 6774
2024
Q4 		$251 Hold
12
– – ﹤0.01% 6887
2024
Q3 		$247 Hold
12
– – ﹤0.01% 6881
2024
Q2 		$168 Hold
12
– – ﹤0.01% 6811
2024
Q1 		$165 Hold
12
– – ﹤0.01% 6829
2023
Q4 		$183 Hold
12
– – ﹤0.01% 7058
2023
Q3 		$165 Hold
12
– – ﹤0.01% 6862
2023
Q2 		$152 Sell
12
-79
-87% -$1.05K ﹤0.01% 6666
2023
Q1 		$1K Buy
91
+79
+658% +$1.26K ﹤0.01% 6545
2022
Q4 		$0 Hold
12
– – ﹤0.01% 6939
2022
Q3 		$0 Hold
12
– – ﹤0.01% 6806
2022
Q2 		$0 Hold
12
– – ﹤0.01% 6832
2022
Q1 		$0 Hold
12
– – ﹤0.01% 6952
2021
Q4 		$0 Hold
12
– – ﹤0.01% 6921
2021
Q3 		$0 Sell
12
-843
-99% -$14.6K ﹤0.01% 6749
2021
Q2 		$15K Sell
855
-21,929
-96% -$387K ﹤0.01% 5978
2021
Q1 		$397K Buy
22,784
+338
+2% +$5.93K ﹤0.01% 4822
2020
Q4 		$390K Buy
22,446
+14,594
+186% +$237K ﹤0.01% 4517
2020
Q3 		$100K Buy
7,852
+997
+15% +$13.2K ﹤0.01% 4694
2020
Q2 		$109K Buy
+6,855
New +$98.7K ﹤0.01% 4533
2018
Q2 		– Sell
-1,408
Closed -$25K – 5675
2018
Q1 		$25K Buy
+1,408
New +$24.9K ﹤0.01% 5024

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase's SBFG Position: Q1 2026 in Review

JP Morgan Chase reduced its SB Financial Group (SBFG) stake by 30% in Q1 2026, selling an estimated $21.9K and leaving 2,397 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6189.

JP Morgan Chase first reported a position in SBFG in Q1 2018 and has held it in 25 quarters since. The position peaked at $397K in Q1 2021. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • JP Morgan Chase held 2,397 shares of SB Financial Group worth $50.9K as of Q1 2026.
  • JP Morgan Chase sold 1,035 SB Financial Group shares in Q1 2026, an estimated $21.9K.
  • SB Financial Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6189 holding.
  • JP Morgan Chase first reported a position in SB Financial Group in Q1 2018 and has held it in 25 quarters since.
  • JP Morgan Chase's SB Financial Group position peaked at $397K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.