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SFG Wealth Management’s JPMorgan Chase JPM Stock Holding History

SFG Wealth Management’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 		$415K Sell
1,269
-252
-17% -$78.3K 0.15% 89
2026
Q1 		$447K Sell
1,521
-819
-35% -$249K 0.18% 66
2025
Q4 		$754K Buy
2,340
+27
+1% +$8.36K 0.3% 62
2025
Q3 		$729K Buy
2,313
+17
+0.7% +$5.06K 0.32% 60
2025
Q2 		$666K Buy
2,296
+131
+6% +$33.4K 0.4% 42
2025
Q1 		$531K Sell
2,165
-510
-19% -$130K 0.26% 69
2024
Q4 		$641K Sell
2,675
-107
-4% -$24.9K 0.34% 49
2024
Q3 		$587K Buy
2,782
+178
+7% +$37.5K 0.31% 52
2024
Q2 		$527K Buy
2,604
+2
+0.1% +$391 0.3% 50
2024
Q1 		$521K Buy
2,602
+45
+2% +$8.12K 0.31% 46
2023
Q4 		$435K Buy
2,557
+3
+0.1% +$455 0.29% 52
2023
Q3 		$370K Buy
2,554
+2
+0.1% +$300 0.29% 59
2023
Q2 		$371K Buy
2,552
+753
+42% +$104K 0.31% 58
2023
Q1 		$234K Buy
1,799
+161
+10% +$22.1K 0.26% 69
2022
Q4 		$220K Buy
+1,638
New +$208K 0.27% 70
2022
Q2 		– Sell
-1,698
Closed -$231K – 90
2022
Q1 		$231K Buy
1,698
+172
+11% +$25.4K 0.22% 80
2021
Q4 		$242K Buy
+1,526
New +$251K 0.22% 85

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

SFG Wealth Management's JPM Position: Q2 2026 in Review

SFG Wealth Management reduced its JPMorgan Chase (JPM) stake by 17% in Q2 2026, selling an estimated $78.3K and leaving 1,269 shares worth $415K. The position accounts for 0.15% of the portfolio, ranked #89.

SFG Wealth Management first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $754K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SFG Wealth Management held 1,269 shares of JPMorgan Chase worth $415K as of Q2 2026.
  • SFG Wealth Management sold 252 JPMorgan Chase shares in Q2 2026, an estimated $78.3K.
  • JPMorgan Chase made up 0.15% of SFG Wealth Management's portfolio in Q2 2026, its #89 holding.
  • SFG Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • SFG Wealth Management's JPMorgan Chase position peaked at $754K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.