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Security National Bank’s JPMorgan Chase JPM Stock Holding History

Security National Bank’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 		$14.3M Buy
43,630
+4,118
+10% +$1.28M 1.7% 15
2026
Q1 		$11.6M Buy
39,512
+954
+2% +$290K 1.69% 16
2025
Q4 		$12.4M Buy
38,558
+61
+0.2% +$18.9K 1.78% 14
2025
Q3 		$12.1M Buy
38,497
+1,012
+3% +$301K 1.86% 10
2025
Q2 		$10.9M Buy
37,485
+692
+2% +$177K 1.88% 12
2025
Q1 		$9.03M Buy
36,793
+1,458
+4% +$372K 1.7% 15
2024
Q4 		$8.47M Sell
35,335
-1,264
-3% -$294K 1.21% 18
2024
Q3 		$7.72M Sell
36,599
-7
-0% -$1.47K 1.05% 23
2024
Q2 		$7.4M Sell
36,606
-392
-1% -$76.6K 1.08% 22
2024
Q1 		$7.41M Buy
36,998
+175
+0.5% +$31.6K 1.12% 21
2023
Q4 		$6.26M Buy
36,823
+2,017
+6% +$306K 1.41% 23
2023
Q3 		$5.14M Sell
34,806
-848
-2% -$127K 1.44% 23
2023
Q2 		$5.19M Sell
35,654
-648
-2% -$89.1K 1.32% 29
2023
Q1 		$4.73M Buy
36,302
+296
+0.8% +$40.6K 1.26% 33
2022
Q4 		$4.83M Buy
36,006
+24
+0.1% +$3.04K 1.3% 33
2022
Q3 		$3.76M Buy
35,982
+4,181
+13% +$480K 1.05% 42
2022
Q2 		$3.58M Buy
31,801
+4,568
+17% +$566K 1% 41
2022
Q1 		$3.71M Buy
27,233
+20,573
+309% +$3.04M 0.85% 44
2021
Q4 		$1.05M Buy
6,660
+122
+2% +$20K 0.24% 55
2021
Q3 		$1.07M Buy
6,538
+1,066
+19% +$167K 0.27% 52
2021
Q2 		$851K Hold
5,472
– – 0.22% 52
2021
Q1 		$833K Buy
+5,472
New +$787K 0.25% 53
2020
Q2 		– Sell
-2,939
Closed -$265K – 69
2020
Q1 		$265K Sell
2,939
-100
-3% -$12.1K 0.14% 61
2019
Q4 		$424K Sell
3,039
-25
-0.8% -$3.21K 0.19% 55
2019
Q3 		$361K Hold
3,064
– – 0.17% 57
2019
Q2 		$343K Hold
3,064
– – 0.17% 60
2019
Q1 		$310K Buy
+3,064
New +$316K 0.16% 61

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Security National Bank's JPM Position: Q2 2026 in Review

Security National Bank increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $1.28M and bringing the position to 43,630 shares worth $14.3M. The position accounts for 1.7% of the portfolio, ranked #15.

Security National Bank first reported a position in JPM in Q1 2019 and has held it in 27 quarters since. 1,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Security National Bank held 43,630 shares of JPMorgan Chase worth $14.3M as of Q2 2026.
  • Security National Bank bought 4,118 JPMorgan Chase shares in Q2 2026, an estimated $1.28M.
  • JPMorgan Chase made up 1.7% of Security National Bank's portfolio in Q2 2026, its #15 holding.
  • Security National Bank first reported a position in JPMorgan Chase in Q1 2019 and has held it in 27 quarters since.
  • 1,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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