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Snider Financial Group’s JPMorgan Chase JPM Stock Holding History

Snider Financial Group’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 		$5.9M Buy
18,029
+352
+2% +$109K 1.5% 19
2026
Q1 		$5.2M Sell
17,677
-22
-0.1% -$6.68K 1.57% 19
2025
Q4 		$5.7M Buy
17,699
+389
+2% +$120K 1.52% 20
2025
Q3 		$5.46M Sell
17,310
-54
-0.3% -$16.1K 1.49% 18
2025
Q2 		$5.03M Sell
17,364
-95
-0.5% -$24.2K 1.45% 20
2025
Q1 		$4.28M Sell
17,459
-684
-4% -$174K 1.39% 20
2024
Q4 		$4.35M Sell
18,143
-30
-0.2% -$6.99K 1.35% 20
2024
Q3 		$3.83M Sell
18,173
-149
-0.8% -$31.4K 1.4% 26
2024
Q2 		$3.71M Sell
18,322
-121
-0.7% -$23.7K 1.43% 26
2024
Q1 		$3.69M Buy
18,443
+160
+0.9% +$28.9K 1.54% 22
2023
Q4 		$3.11M Buy
18,283
+624
+4% +$94.6K 1.43% 26
2023
Q3 		$2.56M Buy
17,659
+233
+1% +$34.9K 1.24% 26
2023
Q2 		$2.53M Sell
17,426
-288
-2% -$39.6K 1.21% 25
2023
Q1 		$2.31M Buy
17,714
+15,876
+864% +$2.18M 1.23% 27
2022
Q4 		$246K Sell
1,838
-491
-21% -$62.2K 0.14% 49
2022
Q3 		$263K Sell
2,329
-216
-8% -$24.8K 0.14% 48
2022
Q2 		$287K Sell
2,545
-60
-2% -$7.43K 0.16% 48
2022
Q1 		$355K Sell
2,605
-124
-5% -$18.3K 0.16% 49
2021
Q4 		$441K Buy
2,729
+79
+3% +$13K 0.19% 48
2021
Q3 		$450K Sell
2,650
-16
-0.6% -$2.51K 0.2% 47
2021
Q2 		$405K Buy
+2,666
New +$419K 0.19% 47

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

Snider Financial Group's JPM Position: Q2 2026 in Review

Snider Financial Group increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $109K and bringing the position to 18,029 shares worth $5.9M. The position accounts for 1.5% of the portfolio, ranked #19.

Snider Financial Group first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. 1,527 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Snider Financial Group held 18,029 shares of JPMorgan Chase worth $5.9M as of Q2 2026.
  • Snider Financial Group bought 352 JPMorgan Chase shares in Q2 2026, an estimated $109K.
  • JPMorgan Chase made up 1.5% of Snider Financial Group's portfolio in Q2 2026, its #19 holding.
  • Snider Financial Group first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • 1,527 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.