SNS Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.5M | Buy |
80,885
+78,586
| +3,418% | +$24.4M | 0.51% | 56 |
|
|
2026
Q1 | $676K | Sell |
2,299
-53
| -2% | -$16.1K | 0.06% | 106 |
|
|
2025
Q4 | $758K | Sell |
2,352
-176
| -7% | -$54.5K | 0.07% | 101 |
|
|
2025
Q3 | $797K | Hold |
2,528
| – | – | 0.07% | 97 |
|
|
2025
Q2 | $733K | Buy |
2,528
+23
| +0.9% | +$5.87K | 0.07% | 101 |
|
|
2025
Q1 | $614K | Buy |
2,505
+97
| +4% | +$24.7K | 0.06% | 107 |
|
|
2024
Q4 | $577K | Buy |
2,408
+8
| +0.3% | +$1.86K | 0.06% | 105 |
|
|
2024
Q3 | $506K | Sell |
2,400
-374
| -13% | -$78.8K | 0.05% | 115 |
|
|
2024
Q2 | $561K | Buy |
2,774
+254
| +10% | +$49.7K | 0.06% | 110 |
|
|
2024
Q1 | $505K | Sell |
2,520
-106
| -4% | -$19.1K | 0.06% | 117 |
|
|
2023
Q4 | $447K | Buy |
2,626
+188
| +8% | +$28.5K | 0.05% | 119 |
|
|
2023
Q3 | $354K | Sell |
2,438
-207
| -8% | -$31K | 0.05% | 131 |
|
|
2023
Q2 | $385K | Hold |
2,645
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $345K | Sell |
2,645
-1,756
| -40% | -$241K | 0.05% | 134 |
|
|
2022
Q4 | $590K | Buy |
4,401
+391
| +10% | +$49.5K | 0.08% | 103 |
|
|
2022
Q3 | $419K | Buy |
4,010
+17
| +0.4% | +$1.95K | 0.06% | 119 |
|
|
2022
Q2 | $450K | Sell |
3,993
-30
| -0.7% | -$3.72K | 0.06% | 117 |
|
|
2022
Q1 | $548K | Sell |
4,023
-1,550
| -28% | -$229K | 0.06% | 117 |
|
|
2021
Q4 | $882K | Buy |
5,573
+279
| +5% | +$45.8K | 0.09% | 103 |
|
|
2021
Q3 | $867K | Buy |
5,294
+63
| +1% | +$9.88K | 0.1% | 96 |
|
|
2021
Q2 | $813K | Sell |
5,231
-180
| -3% | -$28.3K | 0.1% | 101 |
|
|
2021
Q1 | $824K | Buy |
5,411
+89
| +2% | +$12.8K | 0.11% | 98 |
|
|
2020
Q4 | $676K | Buy |
5,322
+719
| +16% | +$80.4K | 0.1% | 106 |
|
|
2020
Q3 | $443K | Buy |
4,603
+12
| +0.3% | +$1.18K | 0.07% | 126 |
|
|
2020
Q2 | $432K | Sell |
4,591
-663
| -13% | -$62.9K | 0.08% | 124 |
|
|
2020
Q1 | $473K | Sell |
5,254
-36
| -0.7% | -$4.37K | 0.09% | 124 |
|
|
2019
Q4 | $738K | Sell |
5,290
-19
| -0.4% | -$2.44K | 0.13% | 105 |
|
|
2019
Q3 | $625K | Sell |
5,309
-233
| -4% | -$26.4K | 0.12% | 99 |
|
|
2019
Q2 | $619K | Sell |
5,542
-121
| -2% | -$13.3K | 0.12% | 103 |
|
|
2019
Q1 | $573K | Sell |
5,663
-80
| -1% | -$8.24K | 0.13% | 99 |
|
|
2018
Q4 | $561K | Sell |
5,743
-12,759
| -69% | -$1.36M | 0.14% | 99 |
|
|
2018
Q3 | $2.09M | Sell |
18,502
-175
| -0.9% | -$19.9K | 0.5% | 40 |
|
|
2018
Q2 | $1.95M | Buy |
18,677
+14,347
| +331% | +$1.57M | 0.51% | 39 |
|
|
2018
Q1 | $476K | Sell |
4,330
-1,497
| -26% | -$170K | 0.13% | 97 |
|
|
2017
Q4 | $623K | Sell |
5,827
-231
| -4% | -$23.4K | 0.15% | 90 |
|
|
2017
Q3 | $578K | Sell |
6,058
-1,675
| -22% | -$154K | 0.15% | 95 |
|
|
2017
Q2 | $707K | Buy |
7,733
+13
| +0.2% | +$1.12K | 0.19% | 85 |
|
|
2017
Q1 | $679K | Buy |
7,720
+3,890
| +102% | +$343K | 0.17% | 91 |
|
|
2016
Q4 | $330K | Buy |
+3,830
| New | +$292K | 0.1% | 127 |
|
|
2014
Q1 | – | Sell |
-6,714
| Closed | -$393K | – | 111 |
|
|
2013
Q4 | $393K | Buy |
+6,714
| New | +$368K | 0.18% | 89 |
|
Other funds holding JPM
SNS Financial Group's JPM Position: Q2 2026 in Review
SNS Financial Group increased its JPMorgan Chase (JPM) stake by 3,418% in Q2 2026, buying an estimated $24.4M and bringing the position to 80,885 shares worth $26.5M. The position accounts for 0.51% of the portfolio, ranked #56.
SNS Financial Group first reported a position in JPM in Q4 2013 and has held it in 40 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- SNS Financial Group held 80,885 shares of JPMorgan Chase worth $26.5M as of Q2 2026.
- SNS Financial Group bought 78,586 JPMorgan Chase shares in Q2 2026, an estimated $24.4M.
- JPMorgan Chase made up 0.51% of SNS Financial Group's portfolio in Q2 2026, its #56 holding.
- SNS Financial Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 40 quarters since.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.