JP Morgan Chase
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JP Morgan Chase’s Stellus Capital Investment Corp SCM Stock Holding History

JP Morgan Chase’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13K Buy
+132
New +$1.21K ﹤0.01% 7312
2026
Q1 		– Sell
-75
Closed -$951 – 7844
2025
Q4 		$951 Sell
75
-2,080
-97% -$25.5K ﹤0.01% 7025
2025
Q3 		$28.1K Buy
+2,155
New +$31K ﹤0.01% 6399
2025
Q2 		– Sell
-10,347
Closed -$145K – 7571
2025
Q1 		$145K Buy
+10,347
New +$150K ﹤0.01% 5390
2024
Q4 		– Sell
-14,949
Closed -$205K – 7692
2024
Q3 		$205K Buy
14,949
+6,197
+71% +$85.9K ﹤0.01% 5399
2024
Q2 		$120K Buy
8,752
+5,223
+148% +$72.1K ﹤0.01% 5426
2024
Q1 		$46.2K Sell
3,529
-11,665
-77% -$152K ﹤0.01% 5978
2023
Q4 		$195K Buy
15,194
+8,985
+145% +$116K ﹤0.01% 5399
2023
Q3 		$84.4K Sell
6,209
-14,840
-71% -$213K ﹤0.01% 5586
2023
Q2 		$296K Buy
21,049
+19,749
+1,519% +$280K ﹤0.01% 4829
2023
Q1 		$18K Buy
+1,300
New +$18.8K ﹤0.01% 5999
2022
Q1 		– Sell
-21
Closed – – 6954
2021
Q4 		$0 Buy
+21
New +$284 ﹤0.01% 6923
2020
Q3 		– Sell
-4,009
Closed -$29K – 5737
2020
Q2 		$29K Sell
4,009
-19,742
-83% -$150K ﹤0.01% 4973
2020
Q1 		$173K Sell
23,751
-48,780
-67% -$609K ﹤0.01% 4324
2019
Q4 		$1.03M Buy
72,531
+12,779
+21% +$179K ﹤0.01% 3834
2019
Q3 		$814K Buy
59,752
+16,216
+37% +$223K ﹤0.01% 3945
2019
Q2 		$601K Buy
43,536
+19,507
+81% +$275K ﹤0.01% 4150
2019
Q1 		$340K Buy
+24,029
New +$341K ﹤0.01% 4390
2018
Q3 		– Sell
-800
Closed -$10K – 5800
2018
Q2 		$10K Buy
+800
New +$10.2K ﹤0.01% 5374
2017
Q4 		– Sell
-80,973
Closed -$1.1M – 5561
2017
Q3 		$1.1M Buy
80,973
+21,584
+36% +$294K ﹤0.01% 3462
2017
Q2 		$814K Buy
59,389
+51,608
+663% +$721K ﹤0.01% 3522
2017
Q1 		$113K Sell
7,781
-3,522
-31% -$48.2K ﹤0.01% 4279
2016
Q4 		$136K Sell
11,303
-5,954
-35% -$68K ﹤0.01% 4302
2016
Q3 		$188K Buy
17,257
+10,917
+172% +$121K ﹤0.01% 3713
2016
Q2 		$65K Buy
+6,340
New +$64.2K ﹤0.01% 3984

Other funds holding SCM

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

JP Morgan Chase's SCM Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Stellus Capital Investment Corp (SCM) in Q2 2026: 132 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #7312 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in SCM as recently as Q4 2025.

JP Morgan Chase first reported a position in SCM in Q2 2016 and has held it in 25 quarters since. The position peaked at $1.1M in Q3 2017. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • JP Morgan Chase held 132 shares of Stellus Capital Investment Corp worth $1.13K as of Q2 2026.
  • Stellus Capital Investment Corp was a new JP Morgan Chase position in Q2 2026.
  • Stellus Capital Investment Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7312 holding.
  • JP Morgan Chase first reported a position in Stellus Capital Investment Corp in Q2 2016 and has held it in 25 quarters since.
  • JP Morgan Chase's Stellus Capital Investment Corp position peaked at $1.1M in Q3 2017.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.