JP Morgan Chase’s Siebert Financial SIEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7K | Sell |
6,244
-8,768
| -58% | -$22K | ﹤0.01% | 6700 |
|
|
2025
Q4 | $52.7K | Sell |
15,012
-3,436
| -19% | -$10.9K | ﹤0.01% | 6205 |
|
|
2025
Q3 | $53.9K | Buy |
18,448
+11,759
| +176% | +$40.5K | ﹤0.01% | 6200 |
|
|
2025
Q2 | $29.6K | Buy |
6,689
+6,683
| +111,383% | +$27.1K | ﹤0.01% | 6082 |
|
|
2025
Q1 | $18 | Hold |
6
| – | – | ﹤0.01% | 7140 |
|
|
2024
Q4 | $19 | Hold |
6
| – | – | ﹤0.01% | 7275 |
|
|
2024
Q3 | $15 | Hold |
6
| – | – | ﹤0.01% | 7272 |
|
|
2024
Q2 | $10 | Hold |
6
| – | – | ﹤0.01% | 7211 |
|
|
2024
Q1 | $13 | Hold |
6
| – | – | ﹤0.01% | 7213 |
|
|
2023
Q4 | $10 | Sell |
6
-60
| -91% | -$106 | ﹤0.01% | 7419 |
|
|
2023
Q3 | $131 | Hold |
66
| – | – | ﹤0.01% | 6888 |
|
|
2023
Q2 | $164 | Buy |
66
+60
| +1,000% | +$136 | ﹤0.01% | 6651 |
|
|
2023
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 7174 |
|
|
2022
Q4 | $0 | Sell |
6
-9
| -60% | -$14 | ﹤0.01% | 6948 |
|
|
2022
Q3 | $0 | Buy |
15
+9
| +150% | +$15 | ﹤0.01% | 6812 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 6843 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 6964 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 6927 |
|
|
2021
Q3 | $0 | Sell |
6
-54,462
| -100% | -$215K | ﹤0.01% | 6760 |
|
|
2021
Q2 | $262K | Buy |
54,468
+22,926
| +73% | +$94.9K | ﹤0.01% | 5092 |
|
|
2021
Q1 | $127K | Buy |
31,542
+3,032
| +11% | +$14.6K | ﹤0.01% | 5315 |
|
|
2020
Q4 | $120K | Buy |
28,510
+19,517
| +217% | +$75.2K | ﹤0.01% | 4959 |
|
|
2020
Q3 | $30K | Buy |
8,993
+398
| +5% | +$1.56K | ﹤0.01% | 5077 |
|
|
2020
Q2 | $43K | Sell |
8,595
-6,239
| -42% | -$39.3K | ﹤0.01% | 4875 |
|
|
2020
Q1 | $108K | Buy |
14,834
+4,839
| +48% | +$38.8K | ﹤0.01% | 4492 |
|
|
2019
Q4 | $87K | Buy |
9,995
+7,508
| +302% | +$71.8K | ﹤0.01% | 4950 |
|
|
2019
Q3 | $23K | Buy |
2,487
+403
| +19% | +$4.11K | ﹤0.01% | 5381 |
|
|
2019
Q2 | $18K | Buy |
2,084
+275
| +15% | +$2.74K | ﹤0.01% | 5465 |
|
|
2019
Q1 | $21K | Sell |
1,809
-85
| -4% | -$1.05K | ﹤0.01% | 5401 |
|
|
2018
Q4 | $27K | Buy |
1,894
+176
| +10% | +$2.25K | ﹤0.01% | 5264 |
|
|
2018
Q3 | $25K | Buy |
1,718
+212
| +14% | +$3.13K | ﹤0.01% | 5380 |
|
|
2018
Q2 | $16K | Buy |
+1,506
| New | +$13.5K | ﹤0.01% | 5327 |
|
Other funds holding SIEB
VCM
VFT
SO
VPM
JP Morgan Chase's SIEB Position: Q1 2026 in Review
JP Morgan Chase reduced its Siebert Financial (SIEB) stake by 58% in Q1 2026, selling an estimated $22K and leaving 6,244 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6700.
JP Morgan Chase first reported a position in SIEB in Q2 2018 and has held it in 32 quarters since. The position peaked at $262K in Q2 2021. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.
- JP Morgan Chase held 6,244 shares of Siebert Financial worth $11.7K as of Q1 2026.
- JP Morgan Chase sold 8,768 Siebert Financial shares in Q1 2026, an estimated $22K.
- Siebert Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6700 holding.
- JP Morgan Chase first reported a position in Siebert Financial in Q2 2018 and has held it in 32 quarters since.
- JP Morgan Chase's Siebert Financial position peaked at $262K in Q2 2021.
- 55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.