SFM LLC
JPM icon

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
Q3 		$208K Sell
629
-20
-3% -$7K 0.1% 69
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

SFM LLC's JPM Position: Q3 2026 in Review

SFM LLC reduced its JPMorgan Chase (JPM) stake by 3.1% in Q3 2026, selling an estimated $7K and leaving 629 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #69.

SFM LLC first reported a position in JPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $444K in Q4 2025. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • SFM LLC held 629 shares of JPMorgan Chase worth $208K as of Q3 2026.
  • SFM LLC sold 20 JPMorgan Chase shares in Q3 2026, an estimated $7K.
  • JPMorgan Chase made up 0.1% of SFM LLC's portfolio in Q3 2026, its #69 holding.
  • SFM LLC first reported a position in JPMorgan Chase in Q1 2025 and has held it in 7 quarters since.
  • SFM LLC's JPMorgan Chase position peaked at $444K in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.