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SFE Investment Counsel’s JPMorgan Chase JPM Stock Holding History

SFE Investment Counsel’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 		$17.5M Sell
59,557
-1,221
-2% -$371K 2.76% 6
2025
Q4 		$19.6M Sell
60,778
-1,592
-3% -$493K 3% 4
2025
Q3 		$19.7M Sell
62,370
-1,722
-3% -$512K 3.14% 4
2025
Q2 		$18.6M Buy
64,092
+3,015
+5% +$769K 3.27% 3
2025
Q1 		$15M Sell
61,077
-4,356
-7% -$1.11M 2.99% 3
2024
Q4 		$15.7M Sell
65,433
-1,166
-2% -$272K 3.33% 3
2024
Q3 		$14M Sell
66,599
-1,029
-2% -$217K 2.93% 4
2024
Q2 		$13.7M Sell
67,628
-3,133
-4% -$613K 3.03% 4
2024
Q1 		$14.2M Sell
70,761
-556
-0.8% -$100K 3.21% 5
2023
Q4 		$12.1M Sell
71,317
-2,394
-3% -$363K 3.16% 4
2023
Q3 		$10.7M Sell
73,711
-896
-1% -$134K 3.11% 4
2023
Q2 		$10.9M Sell
74,607
-446
-0.6% -$61.3K 3.07% 6
2023
Q1 		$10.4M Buy
75,053
+1,067
+1% +$146K 3.22% 4
2022
Q4 		$9.97M Sell
73,986
-3,133
-4% -$397K 3.1% 5
2022
Q3 		$8.06M Buy
77,119
+2,994
+4% +$344K 2.54% 7
2022
Q2 		$8.35M Buy
74,125
+3,708
+5% +$459K 2.49% 7
2022
Q1 		$9.6M Buy
70,417
+4,814
+7% +$711K 2.43% 6
2021
Q4 		$10.4M Buy
65,603
+2,148
+3% +$353K 2.67% 6
2021
Q3 		$10.4M Sell
63,455
-2,128
-3% -$334K 2.91% 3
2021
Q2 		$10.2M Sell
65,583
-3,218
-5% -$505K 2.81% 4
2021
Q1 		$10.5M Sell
68,801
-34
-0% -$4.89K 3.05% 3
2020
Q4 		$8.75M Buy
68,835
+4,663
+7% +$521K 2.78% 5
2020
Q3 		$6.18M Buy
64,172
+16,922
+36% +$1.66M 2.46% 10
2020
Q2 		$4.44M Buy
47,250
+8,781
+23% +$833K 1.97% 17
2020
Q1 		$3.46M Sell
38,469
-1,699
-4% -$206K 1.9% 17
2019
Q4 		$5.6M Sell
40,168
-767
-2% -$98.4K 2.29% 12
2019
Q3 		$4.82M Buy
40,935
+3,363
+9% +$380K 2.04% 17
2019
Q2 		$4.2M Buy
37,572
+4,298
+13% +$474K 1.8% 20
2019
Q1 		$3.37M Buy
33,274
+14,869
+81% +$1.53M 1.52% 25
2018
Q4 		$1.8M Buy
18,405
+4,171
+29% +$444K 0.92% 35
2018
Q3 		$1.61M Buy
14,234
+7,562
+113% +$858K 0.62% 47
2018
Q2 		$695K Buy
6,672
+88
+1% +$9.65K 0.29% 84
2018
Q1 		$724K Sell
6,584
-66
-1% -$7.47K 0.38% 69
2017
Q4 		$711K Buy
6,650
+1,500
+29% +$152K 0.29% 82
2017
Q3 		$492K Sell
5,150
-1,120
-18% -$103K 0.21% 90
2017
Q2 		$573K Buy
6,270
+742
+13% +$64K 0.23% 85
2017
Q1 		$486K Sell
5,528
-776
-12% -$68.5K 0.18% 87
2016
Q4 		$534K Sell
6,304
-725
-10% -$55.3K 0.21% 82
2016
Q3 		$437K Hold
7,029
– – 0.21% 76
2016
Q2 		$437K Sell
7,029
-300
-4% -$18.7K 0.2% 77
2016
Q1 		$434K Buy
7,329
+125
+2% +$7.3K 0.2% 78
2015
Q4 		$476K Hold
7,204
– – 0.23% 71
2015
Q3 		$439K Buy
7,204
+1,484
+26% +$97.2K 0.21% 76
2015
Q2 		$388K Buy
+5,720
New +$373K 0.16% 83

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

SFE Investment Counsel's JPM Position: Q1 2026 in Review

SFE Investment Counsel reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $371K and leaving 59,557 shares worth $17.5M. The position accounts for 2.76% of the portfolio, ranked #6.

SFE Investment Counsel first reported a position in JPM in Q2 2015 and has held it in 44 quarters since. The position peaked at $19.7M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • SFE Investment Counsel held 59,557 shares of JPMorgan Chase worth $17.5M as of Q1 2026.
  • SFE Investment Counsel sold 1,221 JPMorgan Chase shares in Q1 2026, an estimated $371K.
  • JPMorgan Chase made up 2.76% of SFE Investment Counsel's portfolio in Q1 2026, its #6 holding.
  • SFE Investment Counsel first reported a position in JPMorgan Chase in Q2 2015 and has held it in 44 quarters since.
  • SFE Investment Counsel's JPMorgan Chase position peaked at $19.7M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.