Sowell Financial Services’s JPMorgan Chase JPM Stock Holding History

Sowell 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
2019 Q1	$10K	Buy	+100	New	+$10.3K	﹤0.01%	571

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Sowell Financial Services increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, buying an estimated $830K and bringing the position to 70,498 shares worth $23.1M. The position accounts for 0.75% of the portfolio, ranked #19.

Sowell Financial Services first reported a position in JPM in Q1 2018 and has held it in 33 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sowell Financial Services held 70,498 shares of JPMorgan Chase worth $23.1M as of Q2 2026.
Sowell Financial Services bought 2,672 JPMorgan Chase shares in Q2 2026, an estimated $830K.
JPMorgan Chase made up 0.75% of Sowell Financial Services's portfolio in Q2 2026, its #19 holding.
Sowell Financial Services first reported a position in JPMorgan Chase in Q1 2018 and has held it in 33 quarters since.
5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.