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 $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.