JP Morgan Chase
SF

JP Morgan Chase’s Stifel SF Stock Holding History

JP Morgan Chase’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-74,925
Closed -$1.67M – 5189
2017
Q1 		$1.67M Hold
74,925
– – ﹤0.01% 3144
2016
Q4 		$1.66M Buy
+74,925
New +$1.5M ﹤0.01% 3182

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase increased its Stifel (SF) stake by 8.2% in Q1 2026, buying an estimated $2.61M and bringing the position to 431,357 shares worth $31M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

JP Morgan Chase first reported a position in SF in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.8M in Q1 2021. 632 funds tracked by Wall St. Rank hold SF as of Q1 2026.

  • JP Morgan Chase held 431,357 shares of Stifel worth $31M as of Q1 2026.
  • JP Morgan Chase bought 32,837 Stifel shares in Q1 2026, an estimated $2.61M.
  • Stifel made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1708 holding.
  • JP Morgan Chase first reported a position in Stifel in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Stifel position peaked at $57.8M in Q1 2021.
  • 632 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

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