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SC&H Financial Advisors’s JPMorgan Chase JPM Stock Holding History

SC&H Financial Advisors’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 		$2.29M Buy
6,997
+1
+0% +$311 0.3% 40
2026
Q1 		$2.06M Buy
6,996
+1
+0% +$303 0.31% 40
2025
Q4 		$2.25M Buy
6,995
+71
+1% +$22K 0.35% 36
2025
Q3 		$2.18M Sell
6,924
-68
-1% -$20.2K 0.36% 37
2025
Q2 		$2.03M Sell
6,992
-150
-2% -$38.3K 0.35% 39
2025
Q1 		$1.75M Hold
7,142
– – 0.34% 38
2024
Q4 		$1.71M Buy
7,142
+4
+0.1% +$932 0.35% 38
2024
Q3 		$1.51M Sell
7,138
-337
-5% -$71K 0.33% 47
2024
Q2 		$1.51M Buy
7,475
+179
+2% +$35K 0.37% 41
2024
Q1 		$1.46M Sell
7,296
-286
-4% -$51.6K 0.38% 43
2023
Q4 		$1.29M Sell
7,582
-25
-0.3% -$3.79K 0.37% 46
2023
Q3 		$1.1M Sell
7,607
-1
-0% -$150 0.37% 52
2023
Q2 		$1.11M Buy
7,608
+723
+11% +$99.4K 0.37% 52
2023
Q1 		$897K Buy
6,885
+129
+2% +$17.7K 0.33% 61
2022
Q4 		$906K Sell
6,756
-134
-2% -$17K 0.38% 56
2022
Q3 		$720K Sell
6,890
-830
-11% -$95.3K 0.36% 59
2022
Q2 		$869K Sell
7,720
-713
-8% -$88.3K 0.41% 53
2022
Q1 		$1.15M Sell
8,433
-46
-0.5% -$6.79K 0.55% 37
2021
Q4 		$1.34M Buy
+8,479
New +$1.39M 0.74% 31

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

SC&H Financial Advisors's JPM Position: Q2 2026 in Review

SC&H Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.01% in Q2 2026, buying an estimated $311 and bringing the position to 6,997 shares worth $2.29M. The position accounts for 0.3% of the portfolio, ranked #40.

SC&H Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SC&H Financial Advisors held 6,997 shares of JPMorgan Chase worth $2.29M as of Q2 2026.
  • SC&H Financial Advisors bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.3% of SC&H Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • SC&H Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.