SFM
JPM icon

Signet Financial Management’s JPMorgan Chase JPM Stock Holding History

Signet Financial 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
Q1 		$2.66M Buy
9,032
+90
+1% +$27.3K 0.3% 108
2025
Q4 		$2.88M Buy
8,942
+12
+0.1% +$3.71K 0.32% 99
2025
Q3 		$2.82M Sell
8,930
-51
-0.6% -$15.2K 0.33% 97
2025
Q2 		$2.6M Buy
8,981
+159
+2% +$40.6K 0.33% 97
2025
Q1 		$2.16M Sell
8,822
-490
-5% -$125K 0.29% 111
2024
Q4 		$2.23M Sell
9,312
-209
-2% -$48.7K 0.28% 107
2024
Q3 		$2.01M Buy
9,521
+20
+0.2% +$4.21K 0.26% 117
2024
Q2 		$1.92M Sell
9,501
-93
-1% -$18.2K 0.26% 116
2024
Q1 		$1.92M Buy
9,594
+98
+1% +$17.7K 0.26% 118
2023
Q4 		$1.62M Sell
9,496
-226
-2% -$34.2K 0.24% 123
2023
Q3 		$1.41M Sell
9,722
-679
-7% -$102K 0.23% 126
2023
Q2 		$1.51M Sell
10,401
-660
-6% -$90.8K 0.24% 127
2023
Q1 		$1.44M Buy
11,061
+23
+0.2% +$3.15K 0.24% 126
2022
Q4 		$1.48M Sell
11,038
-46
-0.4% -$5.83K 0.26% 114
2022
Q3 		$1.16M Buy
11,084
+162
+1% +$18.6K 0.23% 119
2022
Q2 		$1.23M Buy
10,922
+3,708
+51% +$459K 0.23% 113
2022
Q1 		$983K Buy
7,214
+31
+0.4% +$4.58K 0.16% 134
2021
Q4 		$1.14M Sell
7,183
-174
-2% -$28.6K 0.17% 121
2021
Q3 		$1.2M Buy
7,357
+1,091
+17% +$171K 0.21% 117
2021
Q2 		$975K Buy
6,266
+834
+15% +$131K 0.33% 60
2021
Q1 		$827K Buy
5,432
+490
+10% +$70.5K 0.16% 130
2020
Q4 		$628K Sell
4,942
-95
-2% -$10.6K 0.13% 144
2020
Q3 		$505K Buy
5,037
+822
+20% +$80.7K 0.11% 151
2020
Q2 		$424K Buy
4,215
+43
+1% +$4.08K 0.09% 163
2020
Q1 		$363K Sell
4,172
-506
-11% -$61.5K 0.09% 181
2019
Q4 		$652K Buy
4,678
+78
+2% +$10K 0.12% 160
2019
Q3 		$598K Buy
4,600
+206
+5% +$23.3K 0.12% 161
2019
Q2 		$511K Sell
4,394
-125
-3% -$13.8K 0.1% 165
2019
Q1 		$522K Buy
4,519
+5
+0.1% +$515 0.1% 159
2018
Q4 		$441K Sell
4,514
-587
-12% -$62.5K 0.1% 167
2018
Q3 		$576K Sell
5,101
-414
-8% -$47K 0.1% 155
2018
Q2 		$575K Buy
5,515
+2,967
+116% +$325K 0.1% 157
2018
Q1 		$280K Sell
2,548
-237
-9% -$26.8K 0.05% 182
2017
Q4 		$298K Sell
2,785
-2,094
-43% -$212K 0.06% 180
2017
Q3 		$466K Buy
4,879
+2,313
+90% +$213K 0.09% 148
2017
Q2 		$235K Hold
2,566
– – 0.05% 174
2017
Q1 		$225K Sell
2,566
-111
-4% -$9.79K 0.05% 174
2016
Q4 		$231K Buy
+2,677
New +$204K 0.06% 160
2016
Q2 		– Sell
-6,441
Closed -$381K – 185
2016
Q1 		$381K Sell
6,441
-7,731
-55% -$451K 0.08% 133
2015
Q4 		$936K Sell
14,172
-9,880
-41% -$643K 0.19% 81
2015
Q3 		$1.47M Sell
24,052
-117
-0.5% -$7.66K 0.33% 64
2015
Q2 		$1.64M Buy
24,169
+3,046
+14% +$199K 0.38% 64
2015
Q1 		$1.28M Sell
21,123
-50,900
-71% -$3.01M 0.35% 70
2014
Q4 		$4.51M Buy
+72,023
New +$4.33M 1.65% 9

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

Signet Financial Management's JPM Position: Q1 2026 in Review

Signet Financial Management increased its JPMorgan Chase (JPM) stake by 1% in Q1 2026, buying an estimated $27.3K and bringing the position to 9,032 shares worth $2.66M. The position accounts for 0.3% of the portfolio, ranked #108.

Signet Financial Management first reported a position in JPM in Q4 2014 and has held it in 44 quarters since. The position peaked at $4.51M in Q4 2014. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Signet Financial Management held 9,032 shares of JPMorgan Chase worth $2.66M as of Q1 2026.
  • Signet Financial Management bought 90 JPMorgan Chase shares in Q1 2026, an estimated $27.3K.
  • JPMorgan Chase made up 0.3% of Signet Financial Management's portfolio in Q1 2026, its #108 holding.
  • Signet Financial Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 44 quarters since.
  • Signet Financial Management's JPMorgan Chase position peaked at $4.51M in Q4 2014.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.