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SBI Securities’s JPMorgan Chase JPM Stock Holding History

SBI Securities’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 		$6.75M Sell
20,636
-1,252
-6% -$389K 0.15% 82
2026
Q1 		$6.44M Sell
21,888
-677
-3% -$205K 0.18% 74
2025
Q4 		$7.27M Buy
22,565
+2,836
+14% +$878K 0.19% 74
2025
Q3 		$6.22M Sell
19,729
-1,917
-9% -$570K 0.16% 85
2025
Q2 		$6.28M Sell
21,646
-1,686
-7% -$430K 0.18% 76
2025
Q1 		$5.72M Buy
23,332
+3,153
+16% +$804K 0.19% 72
2024
Q4 		$4.84M Buy
+20,179
New +$4.7M 0.15% 87

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SBI Securities's JPM Position: Q2 2026 in Review

SBI Securities reduced its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, selling an estimated $389K and leaving 20,636 shares worth $6.75M. The position accounts for 0.15% of the portfolio, ranked #82.

SBI Securities first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.27M in Q4 2025. 3,159 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SBI Securities held 20,636 shares of JPMorgan Chase worth $6.75M as of Q2 2026.
  • SBI Securities sold 1,252 JPMorgan Chase shares in Q2 2026, an estimated $389K.
  • JPMorgan Chase made up 0.15% of SBI Securities's portfolio in Q2 2026, its #82 holding.
  • SBI Securities first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's JPMorgan Chase position peaked at $7.27M in Q4 2025.
  • 3,159 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.