Scotia Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $477M | Sell |
1,620,878
-80,696
| -5% | -$24.5M | 1.96% | 12 |
|
|
2025
Q4 | $548M | Buy |
1,701,574
+68,253
| +4% | +$21.1M | 2.21% | 11 |
|
|
2025
Q3 | $515M | Buy |
1,633,321
+21,606
| +1% | +$6.43M | 2.19% | 11 |
|
|
2025
Q2 | $467M | Buy |
1,611,715
+41,062
| +3% | +$10.5M | 2.21% | 10 |
|
|
2025
Q1 | $385M | Buy |
1,570,653
+41,659
| +3% | +$10.6M | 2.07% | 11 |
|
|
2024
Q4 | $367M | Buy |
1,528,994
+122,331
| +9% | +$28.5M | 1.93% | 14 |
|
|
2024
Q3 | $297M | Buy |
1,406,663
+28,212
| +2% | +$5.94M | 1.59% | 19 |
|
|
2024
Q2 | $279M | Buy |
1,378,451
+15,970
| +1% | +$3.12M | 1.63% | 18 |
|
|
2024
Q1 | $273M | Sell |
1,362,481
-14,338
| -1% | -$2.59M | 1.62% | 19 |
|
|
2023
Q4 | $234M | Sell |
1,376,819
-8,465
| -0.6% | -$1.28M | 1.51% | 19 |
|
|
2023
Q3 | $201M | Sell |
1,385,284
-10,352
| -0.7% | -$1.55M | 1.45% | 20 |
|
|
2023
Q2 | $203M | Buy |
1,395,636
+50,168
| +4% | +$6.9M | 1.39% | 20 |
|
|
2023
Q1 | $175M | Sell |
1,345,468
-77,827
| -5% | -$10.7M | 1.28% | 22 |
|
|
2022
Q4 | $191M | Sell |
1,423,295
-29,359
| -2% | -$3.72M | 1.47% | 16 |
|
|
2022
Q3 | $152M | Buy |
1,452,654
+35,315
| +2% | +$4.05M | 1.23% | 23 |
|
|
2022
Q2 | $160M | Buy |
1,417,339
+122,739
| +9% | +$15.2M | 1.19% | 26 |
|
|
2022
Q1 | $176M | Buy |
1,294,600
+94,612
| +8% | +$14M | 1.12% | 25 |
|
|
2021
Q4 | $190M | Buy |
1,199,988
+52,613
| +5% | +$8.64M | 1.25% | 19 |
|
|
2021
Q3 | $188M | Buy |
1,147,375
+55,987
| +5% | +$8.78M | 1.37% | 19 |
|
|
2021
Q2 | $170M | Buy |
1,091,388
+24,975
| +2% | +$3.92M | 1.24% | 19 |
|
|
2021
Q1 | $162M | Buy |
1,066,413
+67,617
| +7% | +$9.73M | 1.32% | 19 |
|
|
2020
Q4 | $127M | Sell |
998,796
-12,568
| -1% | -$1.4M | 1.17% | 20 |
|
|
2020
Q3 | $97.4M | Buy |
1,011,364
+36,301
| +4% | +$3.56M | 1.05% | 23 |
|
|
2020
Q2 | $91.9M | Buy |
975,063
+44,747
| +5% | +$4.25M | 1.29% | 18 |
|
|
2020
Q1 | $83.8M | Sell |
930,316
-34,349
| -4% | -$4.17M | 1.17% | 22 |
|
|
2019
Q4 | $134M | Sell |
964,665
-1,827
| -0.2% | -$234K | 1.5% | 17 |
|
|
2019
Q3 | $114M | Sell |
966,492
-32,074
| -3% | -$3.63M | 1.34% | 20 |
|
|
2019
Q2 | $112M | Buy |
998,566
+863
| +0.1% | +$95.2K | 1.36% | 18 |
|
|
2019
Q1 | $101M | Buy |
997,703
+80,359
| +9% | +$8.28M | 1.3% | 18 |
|
|
2018
Q4 | $89.5M | Buy |
917,344
+46,798
| +5% | +$4.99M | 1.32% | 17 |
|
|
2018
Q3 | $98.2M | Buy |
870,546
+26,093
| +3% | +$2.96M | 1.24% | 19 |
|
|
2018
Q2 | $92.2M | Buy |
844,453
+12,156
| +1% | +$1.33M | 1.28% | 17 |
|
|
2018
Q1 | $91.5M | Buy |
832,297
+16,716
| +2% | +$1.89M | 1.26% | 17 |
|
|
2017
Q4 | $87.2M | Buy |
815,581
+9,234
| +1% | +$935K | 1.16% | 19 |
|
|
2017
Q3 | $77M | Buy |
806,347
+115,465
| +17% | +$10.6M | 1.1% | 21 |
|
|
2017
Q2 | $63.1M | Buy |
690,882
+56,946
| +9% | +$4.91M | 1.07% | 22 |
|
|
2017
Q1 | $55.7M | Sell |
633,936
-50,634
| -7% | -$4.47M | 0.95% | 24 |
|
|
2016
Q4 | $59.1M | Buy |
684,570
+37,690
| +6% | +$2.87M | 0.94% | 25 |
|
|
2016
Q3 | $43.1M | Sell |
646,880
-21,987
| -3% | -$1.43M | 0.79% | 28 |
|
|
2016
Q2 | $41.6M | Buy |
668,867
+36,005
| +6% | +$2.25M | 0.85% | 27 |
|
|
2016
Q1 | $37.5M | Buy |
632,862
+131,732
| +26% | +$7.69M | 0.82% | 27 |
|
|
2015
Q4 | $33.1M | Buy |
501,130
+18,521
| +4% | +$1.21M | 0.75% | 26 |
|
|
2015
Q3 | $29.5M | Buy |
482,609
+50,567
| +12% | +$3.31M | 0.67% | 32 |
|
|
2015
Q2 | $28.9M | Buy |
432,042
+17,778
| +4% | +$1.16M | 0.58% | 32 |
|
|
2015
Q1 | $25.1M | Buy |
414,264
+25,475
| +7% | +$1.51M | 0.65% | 33 |
|
|
2014
Q4 | $24.3M | Buy |
388,789
+13,812
| +4% | +$831K | 0.64% | 32 |
|
|
2014
Q3 | $22.6M | Buy |
374,977
+3,533
| +1% | +$207K | 0.48% | 41 |
|
|
2014
Q2 | $21.4M | Sell |
371,444
-2,559
| -0.7% | -$144K | 0.46% | 43 |
|
|
2014
Q1 | $22.7M | Buy |
374,003
+94,831
| +34% | +$5.48M | 0.5% | 41 |
|
|
2013
Q4 | $16.3M | Buy |
279,172
+87,537
| +46% | +$4.8M | 0.39% | 48 |
|
|
2013
Q3 | $9.91M | Sell |
191,635
-21,139
| -10% | -$1.13M | 0.27% | 62 |
|
|
2013
Q2 | $11.2M | Buy |
+212,774
| New | +$10.8M | 0.43% | 51 |
|
Other funds holding JPM
VCM
VPM
Scotia Capital's JPM Position: Q1 2026 in Review
Scotia Capital reduced its JPMorgan Chase (JPM) stake by 4.7% in Q1 2026, selling an estimated $24.5M and leaving 1,620,878 shares worth $477M. The position accounts for 1.96% of the portfolio, ranked #12.
Scotia Capital first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $548M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Scotia Capital held 1,620,878 shares of JPMorgan Chase worth $477M as of Q1 2026.
- Scotia Capital sold 80,696 JPMorgan Chase shares in Q1 2026, an estimated $24.5M.
- JPMorgan Chase made up 1.96% of Scotia Capital's portfolio in Q1 2026, its #12 holding.
- Scotia Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Scotia Capital's JPMorgan Chase position peaked at $548M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.