SCS Capital Management’s JPMorgan Chase JPM Stock Holding History

SCS Capital Management’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
2026 Q2	$35.6M	Sell	108,904 -942	-0.9%	-$293K	0.34%	43
2026 Q1	$32.3M	Sell	109,846 -7,233	-6%	-$2.2M	0.34%	43
2025 Q4	$37.7M	Sell	117,079 -4,432	-4%	-$1.37M	0.4%	38
2025 Q3	$38.3M	Sell	121,511 -11,320	-9%	-$3.37M	0.42%	38
2025 Q2	$38.5M	Buy	132,831 +73,394	+123%	+$18.7M	0.43%	36
2025 Q1	$14.6M	Buy	+59,437	New	+$15.2M	0.19%	69

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

SCS Capital Management's JPM Position: Q2 2026 in Review

SCS Capital Management reduced its JPMorgan Chase (JPM) stake by 0.86% in Q2 2026, selling an estimated $293K and leaving 108,904 shares worth $35.6M. The position accounts for 0.34% of the portfolio, ranked #43.

SCS Capital Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.5M in Q2 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SCS Capital Management held 108,904 shares of JPMorgan Chase worth $35.6M as of Q2 2026.
SCS Capital Management sold 942 JPMorgan Chase shares in Q2 2026, an estimated $293K.
JPMorgan Chase made up 0.34% of SCS Capital Management's portfolio in Q2 2026, its #43 holding.
SCS Capital Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's JPMorgan Chase position peaked at $38.5M in Q2 2025.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.