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
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 $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

JP Morgan Chase reduced its Security National Financial (SNFCA) stake by 59% in Q1 2026, selling an estimated $87.8K and leaving 7,115 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6072.

JP Morgan Chase first reported a position in SNFCA in Q2 2020 and has held it in 24 quarters since. The position peaked at $487K in Q1 2021. 80 funds tracked by Wall St. Rank hold SNFCA as of Q1 2026.

  • JP Morgan Chase held 7,115 shares of Security National Financial worth $64.3K as of Q1 2026.
  • JP Morgan Chase sold 10,244 Security National Financial shares in Q1 2026, an estimated $87.8K.
  • Security National Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6072 holding.
  • JP Morgan Chase first reported a position in Security National Financial in Q2 2020 and has held it in 24 quarters since.
  • JP Morgan Chase's Security National Financial position peaked at $487K in Q1 2021.
  • 80 funds tracked by Wall St. Rank held Security National Financial as of Q1 2026.

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