SFS
JPM icon

Sharp Financial Services’s JPMorgan Chase JPM Stock Holding History

Sharp Financial Services’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 		$773K Sell
2,362
-98
-4% -$30.4K 0.36% 43
2026
Q1 		$723K Buy
2,460
+634
+35% +$192K 0.36% 36
2025
Q4 		$589K Hold
1,826
– – 0.3% 45
2025
Q3 		$576K Buy
1,826
+124
+7% +$36.9K 0.31% 46
2025
Q2 		$493K Sell
1,702
-80
-4% -$20.4K 0.32% 44
2025
Q1 		$437K Buy
1,782
+252
+16% +$64.2K 0.33% 41
2024
Q4 		$367K Sell
1,530
-154
-9% -$35.9K 0.28% 54
2024
Q3 		$355K Buy
1,684
+140
+9% +$29.5K 0.27% 63
2024
Q2 		$312K Buy
1,544
+450
+41% +$88K 0.27% 69
2024
Q1 		$219K Buy
+1,094
New +$197K 0.2% 84

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sharp Financial Services's JPM Position: Q2 2026 in Review

Sharp Financial Services reduced its JPMorgan Chase (JPM) stake by 4% in Q2 2026, selling an estimated $30.4K and leaving 2,362 shares worth $773K. The position accounts for 0.36% of the portfolio, ranked #43.

Sharp Financial Services first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 2,027 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sharp Financial Services held 2,362 shares of JPMorgan Chase worth $773K as of Q2 2026.
  • Sharp Financial Services sold 98 JPMorgan Chase shares in Q2 2026, an estimated $30.4K.
  • JPMorgan Chase made up 0.36% of Sharp Financial Services's portfolio in Q2 2026, its #43 holding.
  • Sharp Financial Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 2,027 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.