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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
Q2 		$8.78M Buy
26,833
+2,199
+9% +$683K 1.19% 18
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

S-Bank Fund Management's JPM Position: Q2 2026 in Review

S-Bank Fund Management increased its JPMorgan Chase (JPM) stake by 8.9% in Q2 2026, buying an estimated $683K and bringing the position to 26,833 shares worth $8.78M. The position accounts for 1.19% of the portfolio, ranked #18.

S-Bank Fund Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.06M in Q1 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • S-Bank Fund Management held 26,833 shares of JPMorgan Chase worth $8.78M as of Q2 2026.
  • S-Bank Fund Management bought 2,199 JPMorgan Chase shares in Q2 2026, an estimated $683K.
  • JPMorgan Chase made up 1.19% of S-Bank Fund Management's portfolio in Q2 2026, its #18 holding.
  • S-Bank Fund Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • S-Bank Fund Management's JPMorgan Chase position peaked at $9.06M in Q1 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.