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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Chase reduced its Stifel (SF) stake by 14% in Q2 2026, selling an estimated $4.53M and leaving 370,620 shares worth $25.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

JP Morgan Chase first reported a position in SF in Q2 2013 and has held it in 53 quarters since. The position peaked at $57.8M in Q1 2021. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • JP Morgan Chase held 370,620 shares of Stifel worth $25.7M as of Q2 2026.
  • JP Morgan Chase sold 60,737 Stifel shares in Q2 2026, an estimated $4.53M.
  • Stifel made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2001 holding.
  • JP Morgan Chase first reported a position in Stifel in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Stifel position peaked at $57.8M in Q1 2021.
  • 595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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