JP Morgan Chase
SNFCA icon

JP Morgan Chase’s Security National Financial SNFCA Stock Holding History

JP Morgan Chase’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.5K Buy
7,133
+18
+0.3% +$165 ﹤0.01% 6299
2026
Q1 		$64.3K Sell
7,115
-10,244
-59% -$87.8K ﹤0.01% 6072
2025
Q4 		$149K Buy
17,359
+915
+6% +$7.38K ﹤0.01% 5674
2025
Q3 		$136K Buy
16,444
+1,030
+7% +$8.68K ﹤0.01% 5740
2025
Q2 		$138K Buy
15,414
+15,319
+16,125% +$137K ﹤0.01% 5450
2025
Q1 		$1.04K Buy
95
+38
+67% +$431 ﹤0.01% 6624
2024
Q4 		$626 Sell
57
-6,964
-99% -$70.1K ﹤0.01% 6784
2024
Q3 		$58.6K Buy
7,021
+6,605
+1,588% +$49.5K ﹤0.01% 5935
2024
Q2 		$2.87K Sell
416
-30,628
-99% -$195K ﹤0.01% 6477
2024
Q1 		$212K Buy
31,044
+12,553
+68% +$88.6K ﹤0.01% 5319
2023
Q4 		$144K Buy
18,491
+9,053
+96% +$62.2K ﹤0.01% 5562
2023
Q3 		$63.9K Sell
9,438
-2,875
-23% -$20.4K ﹤0.01% 5715
2023
Q2 		$89.9K Buy
12,313
+10,078
+451% +$64.1K ﹤0.01% 5512
2023
Q1 		$11K Sell
2,235
-487
-18% -$2.77K ﹤0.01% 6102
2022
Q4 		$16K Sell
2,722
-2,446
-47% -$13.1K ﹤0.01% 5945
2022
Q3 		$27K Sell
5,168
-1,232
-19% -$7.61K ﹤0.01% 5723
2022
Q2 		$44K Sell
6,400
-313
-5% -$2.28K ﹤0.01% 5701
2022
Q1 		$53K Sell
6,713
-1,481
-18% -$11.2K ﹤0.01% 5779
2021
Q4 		$59K Buy
8,194
+8,052
+5,670% +$55.3K ﹤0.01% 5882
2021
Q3 		$0 Sell
142
-2,359
-94% -$16K ﹤0.01% 6771
2021
Q2 		$16K Sell
2,501
-67,295
-96% -$429K ﹤0.01% 5972
2021
Q1 		$487K Buy
69,796
+142
+0.2% +$990 ﹤0.01% 4692
2020
Q4 		$434K Buy
69,654
+16,277
+30% +$91.7K ﹤0.01% 4452
2020
Q3 		$256K Sell
53,377
-1,487
-3% -$6.96K ﹤0.01% 4255
2020
Q2 		$270K Buy
+54,864
New +$237K ﹤0.01% 4127

Other funds holding SNFCA

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LI
LHM Inc Sandy, Utah $293M AUM 36.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

JP Morgan Chase increased its Security National Financial (SNFCA) stake by 0.25% in Q2 2026, buying an estimated $165 and bringing the position to 7,133 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6299.

JP Morgan Chase first reported a position in SNFCA in Q2 2020 and has held it in 25 quarters since. The position peaked at $487K in Q1 2021. 78 funds tracked by Wall St. Rank hold SNFCA as of Q2 2026.

  • JP Morgan Chase held 7,133 shares of Security National Financial worth $66.5K as of Q2 2026.
  • JP Morgan Chase bought 18 Security National Financial shares in Q2 2026, an estimated $165.
  • Security National Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6299 holding.
  • JP Morgan Chase first reported a position in Security National Financial in Q2 2020 and has held it in 25 quarters since.
  • JP Morgan Chase's Security National Financial position peaked at $487K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Security National Financial as of Q2 2026.

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