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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Seamount Financial Group's JPM Position: Q2 2026 in Review

Seamount Financial Group reduced its JPMorgan Chase (JPM) stake by 0.79% in Q2 2026, selling an estimated $14.6K and leaving 5,938 shares worth $1.94M. The position accounts for 0.78% of the portfolio, ranked #35.

Seamount Financial Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Seamount Financial Group held 5,938 shares of JPMorgan Chase worth $1.94M as of Q2 2026.
  • Seamount Financial Group sold 47 JPMorgan Chase shares in Q2 2026, an estimated $14.6K.
  • JPMorgan Chase made up 0.78% of Seamount Financial Group's portfolio in Q2 2026, its #35 holding.
  • Seamount Financial Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.