SFS
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Security Financial Services’s JPMorgan Chase JPM Stock Holding History

Security Financial Services’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 		$4.01M Buy
12,249
+448
+4% +$139K 0.56% 42
2026
Q1 		$3.47M Sell
11,801
-68
-0.6% -$20.6K 0.55% 44
2025
Q4 		$3.82M Buy
11,869
+58
+0.5% +$18K 0.6% 42
2025
Q3 		$3.73M Buy
11,811
+3,168
+37% +$942K 0.6% 41
2025
Q2 		$2.51M Buy
8,643
+1,054
+14% +$269K 0.44% 48
2025
Q1 		$1.86M Buy
7,589
+168
+2% +$42.8K 0.37% 49
2024
Q4 		$1.78M Buy
7,421
+384
+5% +$89.4K 0.36% 48
2024
Q3 		$1.48M Buy
7,037
+61
+0.9% +$12.8K 0.3% 54
2024
Q2 		$1.41M Buy
6,976
+191
+3% +$37.3K 0.31% 54
2024
Q1 		$1.36M Buy
6,785
+34
+0.5% +$6.13K 0.31% 55
2023
Q4 		$1.15M Buy
6,751
+9
+0.1% +$1.36K 0.28% 61
2023
Q3 		$978K Buy
6,742
+1
+0% +$150 0.28% 67
2023
Q2 		$980K Buy
6,741
+396
+6% +$54.5K 0.28% 66
2023
Q1 		$827K Buy
6,345
+1
+0% +$137 0.25% 74
2022
Q4 		$851K Sell
6,344
-23
-0.4% -$2.91K 0.26% 71
2022
Q3 		$665K Buy
6,367
+1
+0% +$115 0.23% 77
2022
Q2 		$717K Buy
6,366
+125
+2% +$15.5K 0.23% 73
2022
Q1 		$851K Sell
6,241
-357
-5% -$52.7K 0.27% 64
2021
Q4 		$1.04M Buy
+6,598
New +$1.08M 0.35% 55

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Security Financial Services's JPM Position: Q2 2026 in Review

Security Financial Services increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $139K and bringing the position to 12,249 shares worth $4.01M. The position accounts for 0.56% of the portfolio, ranked #42.

Security Financial Services first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Security Financial Services held 12,249 shares of JPMorgan Chase worth $4.01M as of Q2 2026.
  • Security Financial Services bought 448 JPMorgan Chase shares in Q2 2026, an estimated $139K.
  • JPMorgan Chase made up 0.56% of Security Financial Services's portfolio in Q2 2026, its #42 holding.
  • Security Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.