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
2018 Q1	–	Sell	-41,500	Closed	-$4.45M	–	732
2017 Q4	$4.45M	Hold	41,500	–	–	0.06%	178
2017 Q3	$3.96M	Hold	41,500	–	–	0.06%	189
2017 Q2	$3.79M	Sell	41,500 -13,500	-25%	-$1.16M	0.06%	175
2017 Q1	$4.83M	Sell	55,000 -25,000	-31%	-$2.21M	0.08%	156
2016 Q4	$6.91M	Sell	80,000 -16,200	-17%	-$1.24M	0.11%	132
2016 Q3	$6.41M	Sell	96,200 -58,800	-38%	-$3.83M	0.12%	131
2016 Q2	$9.63M	Buy	155,000 +103,800	+203%	+$6.48M	0.2%	89
2016 Q1	$3.03M	Sell	51,200 -70,300	-58%	-$4.11M	0.07%	177
2015 Q4	$8.02M	Buy	121,500 +101,500	+508%	+$6.61M	0.18%	101
2015 Q3	$1.22M	Buy	+20,000	New	+$1.31M	0.03%	342

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.