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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Scotia Capital's JPM Position: Q2 2026 in Review

Scotia Capital reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $8.24M and leaving 1,594,345 shares worth $522M. The position accounts for 1.95% of the portfolio, ranked #13.

Scotia Capital first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $548M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Scotia Capital held 1,594,345 shares of JPMorgan Chase worth $522M as of Q2 2026.
Scotia Capital sold 26,533 JPMorgan Chase shares in Q2 2026, an estimated $8.24M.
JPMorgan Chase made up 1.95% of Scotia Capital's portfolio in Q2 2026, its #13 holding.
Scotia Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Scotia Capital's JPMorgan Chase position peaked at $548M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.