Security National Bank of So Dak’s JPMorgan Chase JPM Stock Holding History

Security National Bank of So Dak’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 Q1	$2.78M	Sell	9,436 -25	-0.3%	-$7.59K	1.34%	21
2025 Q4	$3.05M	Sell	9,461 -10	-0.1%	-$3.1K	1.5%	19
2025 Q3	$2.99M	Buy	9,471 +10	+0.1%	+$2.97K	1.5%	22
2025 Q2	$2.74M	Buy	9,461 +25	+0.3%	+$6.38K	1.49%	21
2025 Q1	$2.31M	Buy	9,436 +617	+7%	+$157K	1.31%	25
2024 Q4	$2.11M	Buy	8,819 +5,058	+134%	+$1.18M	1.18%	31
2024 Q3	$793K	Sell	3,761 -250	-6%	-$52.7K	0.44%	63
2024 Q2	$811K	Hold	4,011	–	–	0.49%	61
2024 Q1	$803K	Sell	4,011 -150	-4%	-$27.1K	0.48%	62
2023 Q4	$708K	Sell	4,161 -805	-16%	-$122K	0.47%	58
2023 Q3	$720K	Sell	4,966 -200	-4%	-$30K	0.53%	58
2023 Q2	$751K	Buy	+5,166	New	+$711K	0.54%	56
2022 Q4	$796K	Buy	5,933 +1,800	+44%	+$228K	0.58%	53
2022 Q3	$432K	Sell	4,133 -59	-1%	-$6.77K	0.39%	65
2022 Q2	$472K	Hold	4,192	–	–	0.39%	65
2022 Q1	$571K	Hold	4,192	–	–	0.4%	62
2021 Q4	$664K	Buy	4,192 +455	+12%	+$74.7K	0.45%	61
2021 Q3	$612K	Buy	3,737 +1,193	+47%	+$187K	0.47%	61
2021 Q2	$396K	Sell	2,544 -872	-26%	-$137K	0.3%	69
2021 Q1	$520K	Sell	3,416 -1	-0%	-$144	0.43%	62
2020 Q4	$434K	Sell	3,417 -38	-1%	-$4.25K	0.38%	63
2020 Q3	$333K	Hold	3,455	–	–	0.34%	64
2020 Q2	$325K	Hold	3,455	–	–	0.37%	60
2020 Q1	$311K	Sell	3,455 -28	-0.8%	-$3.4K	0.41%	59
2019 Q4	$486K	Hold	3,483	–	–	0.49%	59
2019 Q3	$410K	Sell	3,483 -36	-1%	-$4.07K	0.48%	58
2019 Q2	$393K	Hold	3,519	–	–	0.46%	58
2019 Q1	$356K	Sell	3,519 -974	-22%	-$100K	0.45%	61
2018 Q4	$439K	Sell	4,493 -64	-1%	-$6.82K	0.57%	60
2018 Q3	$514K	Buy	4,557 +349	+8%	+$39.6K	0.59%	61
2018 Q2	$438K	Sell	4,208 -20	-0.5%	-$2.19K	0.51%	66
2018 Q1	$465K	Buy	4,228 +667	+19%	+$75.5K	0.53%	69
2017 Q4	$381K	Sell	3,561 -56	-2%	-$5.67K	0.41%	72
2017 Q3	$345K	Sell	3,617 -13	-0.4%	-$1.2K	0.4%	72
2017 Q2	$332K	Sell	3,630 -18	-0.5%	-$1.55K	0.39%	75
2017 Q1	$320K	Sell	3,648 -357	-9%	-$31.5K	0.38%	75
2016 Q4	$346K	Hold	4,005	–	–	0.42%	75
2016 Q3	$267K	Hold	4,005	–	–	0.35%	72
2016 Q2	$249K	Hold	4,005	–	–	0.34%	70
2016 Q1	$237K	Sell	4,005 -66	-2%	-$3.85K	0.34%	69
2015 Q4	$269K	Hold	4,071	–	–	0.38%	66
2015 Q3	$248K	Hold	4,071	–	–	0.43%	63
2015 Q2	$276K	Sell	4,071 -757	-16%	-$49.4K	0.45%	61
2015 Q1	$292K	Sell	4,828 -401	-8%	-$23.7K	0.46%	62
2014 Q4	$327K	Hold	5,229	–	–	0.48%	64
2014 Q3	$315K	Buy	5,229 +330	+7%	+$19.3K	0.52%	63
2014 Q2	$282K	Hold	4,899	–	–	0.46%	62
2014 Q1	$297K	Sell	4,899 -65	-1%	-$3.76K	0.5%	63
2013 Q4	$290K	Sell	4,964 -444	-8%	-$24.3K	0.49%	63
2013 Q3	$280K	Sell	5,408 -87	-2%	-$4.67K	0.52%	63
2013 Q2	$290K	Buy	+5,495	New	+$279K	0.5%	66

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Security National Bank of So Dak's JPM Position: Q1 2026 in Review

Security National Bank of So Dak reduced its JPMorgan Chase (JPM) stake by 0.26% in Q1 2026, selling an estimated $7.59K and leaving 9,436 shares worth $2.78M. The position accounts for 1.34% of the portfolio, ranked #21.

Security National Bank of So Dak first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.05M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Security National Bank of So Dak held 9,436 shares of JPMorgan Chase worth $2.78M as of Q1 2026.
Security National Bank of So Dak sold 25 JPMorgan Chase shares in Q1 2026, an estimated $7.59K.
JPMorgan Chase made up 1.34% of Security National Bank of So Dak's portfolio in Q1 2026, its #21 holding.
Security National Bank of So Dak first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
Security National Bank of So Dak's JPMorgan Chase position peaked at $3.05M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.