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SNS Financial Group’s JPMorgan Chase JPM Stock Holding History

SNS 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
2022
Q1 		– Sell
-1,100
Closed -$174K – 238
2021
Q4 		$174K Buy
+1,100
New +$181K 0.02% 218
2020
Q2 		– Sell
-200
Closed -$18K – 208
2020
Q1 		$18K Buy
+200
New +$24.3K ﹤0.01% 192

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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. 3,929 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.
  • 3,929 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.