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SevenBridge Financial Group’s JPMorgan Chase JPM Stock Holding History

SevenBridge 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
Q1 		$12.6M Sell
40,115
-1,619
-4% -$491K 1.96% 8
2025
Q4 		$12.6M Sell
41,734
-290
-0.7% -$89.8K 2.02% 7
2025
Q3 		$13.5M Sell
42,024
-1,856
-4% -$552K 2.22% 7
2025
Q2 		$12.9M Sell
43,880
-482
-1% -$123K 2.27% 7
2025
Q1 		$11.5M Sell
44,362
-3,000
-6% -$765K 2.27% 7
2024
Q4 		$13M Buy
47,362
+565
+1% +$132K 2.46% 5
2024
Q3 		$11.2M Buy
46,797
+1,429
+3% +$301K 2.16% 8
2024
Q2 		$9.09M Sell
45,368
-76
-0.2% -$14.9K 2.01% 8
2024
Q1 		$8.66M Sell
45,444
-1,804
-4% -$326K 1.96% 9
2023
Q4 		$8.04M Buy
47,248
+121
+0.3% +$18.3K 1.9% 8
2023
Q3 		$6.83M Buy
47,127
+1,074
+2% +$161K 1.77% 9
2023
Q2 		$6.7M Sell
46,053
-337
-0.7% -$46.4K 1.73% 12
2023
Q1 		$6.05M Buy
46,390
+925
+2% +$127K 1.67% 14
2022
Q4 		$6.1M Buy
45,465
+1,174
+3% +$149K 1.78% 13
2022
Q3 		$4.63M Buy
44,291
+1,129
+3% +$130K 1.57% 15
2022
Q2 		$4.86M Buy
43,162
+793
+2% +$98.3K 1.97% 10
2022
Q1 		$5.78M Buy
42,369
+129
+0.3% +$19K 2.03% 10
2021
Q4 		$6.69M Sell
42,240
-2
-0% -$328 2.02% 8
2021
Q3 		$6.92M Sell
42,242
-907
-2% -$142K 2.31% 7
2021
Q2 		$6.71M Buy
43,149
+317
+0.7% +$49.8K 2.19% 8
2021
Q1 		$6.52M Sell
42,832
-205
-0.5% -$29.5K 2.37% 7
2020
Q4 		$5.47M Sell
43,037
-265
-0.6% -$29.6K 2.14% 7
2020
Q3 		$4.17M Sell
43,302
-1,715
-4% -$168K 1.9% 12
2020
Q2 		$4.23M Sell
45,017
-747
-2% -$70.9K 2.1% 8
2020
Q1 		$4.12M Buy
45,764
+1,744
+4% +$212K 2.38% 6
2019
Q4 		$6.14M Sell
44,020
-287
-0.6% -$36.8K 1.6% 8
2019
Q3 		$5.21M Buy
44,307
+64
+0.1% +$7.24K 2.74% 4
2019
Q2 		$4.86M Buy
44,243
+1,223
+3% +$135K 1.74% 11
2019
Q1 		$4.36M Sell
43,020
-744
-2% -$76.6K 1.63% 12
2018
Q4 		$4.2M Buy
43,764
+9,310
+27% +$992K 2.57% 5
2018
Q3 		$3.8M Buy
34,454
+1,611
+5% +$183K 2.02% 7
2018
Q2 		$3.42M Buy
32,843
+94
+0.3% +$10.3K 1.91% 7
2018
Q1 		$3.52M Buy
32,749
+459
+1% +$52K 2.02% 6
2017
Q4 		$3.37M Buy
32,290
+171
+0.5% +$17.3K 1.87% 8
2017
Q3 		$3.07M Buy
32,119
+1,369
+4% +$126K 1.76% 8
2017
Q2 		$2.81M Buy
30,750
+447
+1% +$38.6K 1.72% 7
2017
Q1 		$2.61M Buy
30,303
+4,005
+15% +$353K 1.72% 10
2016
Q4 		$1.78M Hold
26,298
– – 1.29% 18
2016
Q3 		$1.78M Buy
26,298
+660
+3% +$43K 1.3% 18
2016
Q2 		$1.59M Buy
+25,638
New +$1.6M 1.12% 23

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SevenBridge Financial Group's JPM Position: Q1 2026 in Review

SevenBridge Financial Group reduced its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, selling an estimated $491K and leaving 40,115 shares worth $12.6M. The position accounts for 1.96% of the portfolio, ranked #8.

SevenBridge Financial Group first reported a position in JPM in Q2 2016 and has held it in 40 quarters since. The position peaked at $13.5M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • SevenBridge Financial Group held 40,115 shares of JPMorgan Chase worth $12.6M as of Q1 2026.
  • SevenBridge Financial Group sold 1,619 JPMorgan Chase shares in Q1 2026, an estimated $491K.
  • JPMorgan Chase made up 1.96% of SevenBridge Financial Group's portfolio in Q1 2026, its #8 holding.
  • SevenBridge Financial Group first reported a position in JPMorgan Chase in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's JPMorgan Chase position peaked at $13.5M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.