Seamount Financial Group
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Seamount Financial Group’s JPMorgan Chase JPM Stock Holding History

Seamount Financial Group’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
Q3 		$1.95M Sell
5,908
-30
-0.5% -$10.5K 0.77% 35
2026
Q2 		$1.94M Sell
5,938
-47
-0.8% -$14.6K 0.78% 35
2026
Q1 		$1.76M Buy
5,985
+9
+0.2% +$2.73K 0.79% 35
2025
Q4 		$1.93M Buy
5,976
+10
+0.2% +$3.1K 0.87% 34
2025
Q3 		$1.88M Sell
5,966
-156
-3% -$46.4K 0.89% 34
2025
Q2 		$1.77M Buy
6,122
+1,317
+27% +$336K 0.91% 33
2025
Q1 		$1.18M Sell
4,805
-42
-0.9% -$10.7K 0.8% 34
2024
Q4 		$1.16M Sell
4,847
-364
-7% -$84.8K 0.8% 32
2024
Q3 		$1.1M Buy
5,211
+38
+0.7% +$8K 0.83% 30
2024
Q2 		$1.05M Sell
5,173
-98
-2% -$19.2K 0.85% 31
2024
Q1 		$1.06M Hold
5,271
– – 0.93% 28
2023
Q4 		$897K Buy
+5,271
New +$799K 0.86% 31

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Seamount Financial Group's JPM Position: Q3 2026 in Review

Seamount Financial Group reduced its JPMorgan Chase (JPM) stake by 0.51% in Q3 2026, selling an estimated $10.5K and leaving 5,908 shares worth $1.95M. The position accounts for 0.77% of the portfolio, ranked #35.

Seamount Financial Group first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Seamount Financial Group held 5,908 shares of JPMorgan Chase worth $1.95M as of Q3 2026.
  • Seamount Financial Group sold 30 JPMorgan Chase shares in Q3 2026, an estimated $10.5K.
  • JPMorgan Chase made up 0.77% of Seamount Financial Group's portfolio in Q3 2026, its #35 holding.
  • Seamount Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.