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S-Bank Fund Management’s JPMorgan Chase JPM Stock Holding History

S-Bank Fund Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.25M Sell
24,634
-470
-2% -$143K 1.08% 26
2025
Q4 		$8.09M Sell
25,104
-3,294
-12% -$1.02M 1.05% 26
2025
Q3 		$8.96M Sell
28,398
-1,564
-5% -$465K 1.19% 18
2025
Q2 		$8.69M Sell
29,962
-6,974
-19% -$1.78M 1.28% 16
2025
Q1 		$9.06M Buy
+36,936
New +$9.42M 1.71% 9

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

S-Bank Fund Management's JPM Position: Q1 2026 in Review

S-Bank Fund Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, selling an estimated $143K and leaving 24,634 shares worth $7.25M. The position accounts for 1.08% of the portfolio, ranked #26.

S-Bank Fund Management first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.06M in Q1 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • S-Bank Fund Management held 24,634 shares of JPMorgan Chase worth $7.25M as of Q1 2026.
  • S-Bank Fund Management sold 470 JPMorgan Chase shares in Q1 2026, an estimated $143K.
  • JPMorgan Chase made up 1.08% of S-Bank Fund Management's portfolio in Q1 2026, its #26 holding.
  • S-Bank Fund Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • S-Bank Fund Management's JPMorgan Chase position peaked at $9.06M in Q1 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.