Stifel Financial’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
Q1 | $1.13B | Sell |
3,849,282
-51,005
| -1% | -$15.5M | 1.04% | 7 |
|
|
2025
Q4 | $1.26B | Sell |
3,900,287
-14,813
| -0.4% | -$4.59M | 1.13% | 7 |
|
|
2025
Q3 | $1.23B | Sell |
3,915,100
-171,743
| -4% | -$51.1M | 1.13% | 7 |
|
|
2025
Q2 | $1.18B | Sell |
4,086,843
-25,911
| -0.6% | -$6.61M | 1.15% | 7 |
|
|
2025
Q1 | $1.01B | Sell |
4,112,754
-43,386
| -1% | -$11.1M | 1.07% | 7 |
|
|
2024
Q4 | $996M | Buy |
4,156,140
+35,883
| +0.9% | +$8.36M | 1.04% | 9 |
|
|
2024
Q3 | $869M | Sell |
4,120,257
-104,721
| -2% | -$22.1M | 0.91% | 12 |
|
|
2024
Q2 | $855M | Sell |
4,224,978
-79,358
| -2% | -$15.5M | 0.96% | 12 |
|
|
2024
Q1 | $862M | Sell |
4,304,336
-28,441
| -0.7% | -$5.13M | 0.98% | 10 |
|
|
2023
Q4 | $737M | Buy |
4,332,777
+64,313
| +2% | +$9.75M | 0.93% | 12 |
|
|
2023
Q3 | $619M | Buy |
4,268,464
+24,818
| +0.6% | +$3.72M | 0.87% | 15 |
|
|
2023
Q2 | $617M | Sell |
4,243,646
-139,895
| -3% | -$19.2M | 0.84% | 15 |
|
|
2023
Q1 | $571M | Sell |
4,383,541
-159,820
| -4% | -$21.9M | 0.82% | 16 |
|
|
2022
Q4 | $609M | Buy |
4,543,361
+19,913
| +0.4% | +$2.52M | 0.91% | 13 |
|
|
2022
Q3 | $473M | Buy |
4,523,448
+59,036
| +1% | +$6.77M | 0.77% | 18 |
|
|
2022
Q2 | $503M | Sell |
4,464,412
-47,582
| -1% | -$5.9M | 0.79% | 17 |
|
|
2022
Q1 | $615M | Sell |
4,511,994
-10,590
| -0.2% | -$1.56M | 0.84% | 13 |
|
|
2021
Q4 | $716M | Buy |
4,522,584
+279,526
| +7% | +$45.9M | 0.95% | 10 |
|
|
2021
Q3 | $695M | Buy |
4,243,058
+33,822
| +0.8% | +$5.3M | 1.02% | 9 |
|
|
2021
Q2 | $655M | Buy |
4,209,236
+61,581
| +1% | +$9.67M | 0.98% | 9 |
|
|
2021
Q1 | $631M | Sell |
4,147,655
-13,802
| -0.3% | -$1.99M | 1.04% | 9 |
|
|
2020
Q4 | $529M | Buy |
4,161,457
+66,025
| +2% | +$7.38M | 0.94% | 10 |
|
|
2020
Q3 | $394M | Buy |
4,095,432
+100,819
| +3% | +$9.9M | 0.81% | 18 |
|
|
2020
Q2 | $376M | Buy |
3,994,613
+288,633
| +8% | +$27.4M | 0.86% | 15 |
|
|
2020
Q1 | $334M | Sell |
3,705,980
-351,335
| -9% | -$42.7M | 0.92% | 13 |
|
|
2019
Q4 | $566M | Buy |
4,057,315
+339,982
| +9% | +$43.6M | 1.18% | 5 |
|
|
2019
Q3 | $437M | Buy |
3,717,333
+81,224
| +2% | +$9.19M | 1.12% | 5 |
|
|
2019
Q2 | $406M | Buy |
3,636,109
+27,238
| +0.8% | +$3M | 1.05% | 5 |
|
|
2019
Q1 | $365M | Buy |
3,608,871
+82,735
| +2% | +$8.52M | 1.03% | 8 |
|
|
2018
Q4 | $344M | Sell |
3,526,136
-139,734
| -4% | -$14.9M | 1.11% | 6 |
|
|
2018
Q3 | $414M | Buy |
3,665,870
+74,476
| +2% | +$8.45M | 1.19% | 4 |
|
|
2018
Q2 | $374M | Sell |
3,591,394
-34,255
| -0.9% | -$3.76M | 1.15% | 4 |
|
|
2018
Q1 | $399M | Sell |
3,625,649
-66,684
| -2% | -$7.55M | 1.26% | 4 |
|
|
2017
Q4 | $395M | Sell |
3,692,333
-659,403
| -15% | -$66.8M | 1.25% | 4 |
|
|
2017
Q3 | $416M | Buy |
4,351,736
+108,050
| +3% | +$9.96M | 1.44% | 3 |
|
|
2017
Q2 | $388M | Buy |
4,243,686
+167,637
| +4% | +$14.5M | 1.43% | 3 |
|
|
2017
Q1 | $358M | Buy |
4,076,049
+43,460
| +1% | +$3.83M | 1.39% | 4 |
|
|
2016
Q4 | $348M | Buy |
4,032,589
+112,224
| +3% | +$8.56M | 1.48% | 4 |
|
|
2016
Q3 | $261M | Buy |
3,920,365
+201,831
| +5% | +$13.2M | 1.17% | 7 |
|
|
2016
Q2 | $231M | Buy |
3,718,534
+179,371
| +5% | +$11.2M | 1.07% | 10 |
|
|
2016
Q1 | $210M | Buy |
3,539,163
+557,310
| +19% | +$32.5M | 1.12% | 9 |
|
|
2015
Q4 | $197M | Buy |
2,981,853
+130,647
| +5% | +$8.51M | 1.03% | 7 |
|
|
2015
Q3 | $174M | Buy |
2,851,206
+98,357
| +4% | +$6.44M | 0.98% | 8 |
|
|
2015
Q2 | $186M | Buy |
2,752,849
+541,613
| +24% | +$35.4M | 0.96% | 7 |
|
|
2015
Q1 | $134M | Sell |
2,211,236
-71,781
| -3% | -$4.25M | 0.73% | 12 |
|
|
2014
Q4 | $143M | Buy |
2,283,017
+1,166,078
| +104% | +$70.2M | 0.79% | 10 |
|
|
2014
Q3 | $67.3M | Sell |
1,116,939
-27,517
| -2% | -$1.61M | 0.59% | 20 |
|
|
2014
Q2 | $65.9M | Buy |
1,144,456
+82,074
| +8% | +$4.61M | 0.59% | 19 |
|
|
2014
Q1 | $64.5M | Buy |
+1,062,382
| New | +$61.4M | 0.62% | 19 |
|
Other funds holding JPM
VCM
VPM
Stifel Financial's JPM Position: Q1 2026 in Review
Stifel Financial reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $15.5M and leaving 3,849,282 shares worth $1.13B. The position accounts for 1.04% of the portfolio, ranked #7.
Stifel Financial first reported a position in JPM in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.26B in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Stifel Financial held 3,849,282 shares of JPMorgan Chase worth $1.13B as of Q1 2026.
- Stifel Financial sold 51,005 JPMorgan Chase shares in Q1 2026, an estimated $15.5M.
- JPMorgan Chase made up 1.04% of Stifel Financial's portfolio in Q1 2026, its #7 holding.
- Stifel Financial first reported a position in JPMorgan Chase in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's JPMorgan Chase position peaked at $1.26B in Q4 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.