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SFM LLC’s JPMorgan Chase JPM Stock Holding History

SFM LLC’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 		$213K Sell
649
-242
-27% -$75.2K 0.11% 66
2026
Q1 		$262K Sell
891
-487
-35% -$148K 0.16% 55
2025
Q4 		$444K Buy
1,378
+238
+21% +$73.7K 0.26% 47
2025
Q3 		$360K Buy
1,140
+95
+9% +$28.3K 0.21% 48
2025
Q2 		$303K Buy
1,045
+73
+8% +$18.6K 0.19% 49
2025
Q1 		$238K Buy
+972
New +$248K 0.18% 51

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

SFM LLC's JPM Position: Q2 2026 in Review

SFM LLC reduced its JPMorgan Chase (JPM) stake by 27% in Q2 2026, selling an estimated $75.2K and leaving 649 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #66.

SFM LLC first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $444K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SFM LLC held 649 shares of JPMorgan Chase worth $213K as of Q2 2026.
  • SFM LLC sold 242 JPMorgan Chase shares in Q2 2026, an estimated $75.2K.
  • JPMorgan Chase made up 0.11% of SFM LLC's portfolio in Q2 2026, its #66 holding.
  • SFM LLC first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • SFM LLC's JPMorgan Chase position peaked at $444K in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.