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Scotia Capital’s JPMorgan Chase JPM Stock Holding History

Scotia Capital’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
2017
Q2 		– Sell
-30,000
Closed -$2.63M – 712
2017
Q1 		$2.63M Sell
30,000
-20,000
-40% -$1.76M 0.05% 228
2016
Q4 		$4.32M Sell
50,000
-84,800
-63% -$6.47M 0.07% 181
2016
Q3 		$8.97M Buy
+134,800
New +$8.79M 0.16% 100
2016
Q1 		– Sell
-27,100
Closed -$1.79M – 779
2015
Q4 		$1.79M Buy
+27,100
New +$1.76M 0.04% 294

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

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.