Stifel Financial’s JPMorgan Chase JPM Stock Holding History

Stifel Financial’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
2014 Q4	–	Sell	-400	Closed	-$24K	–	2391
2014 Q3	$24K	Hold	400	–	–	﹤0.01%	2179
2014 Q2	$23K	Buy	+400	New	+$22.5K	﹤0.01%	2174

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

Stifel Financial's JPM Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Chase (JPM) stake by 0.43% in Q2 2026, buying an estimated $5.09M and bringing the position to 3,865,671 shares worth $1.27B. The position accounts for 1.05% of the portfolio, ranked #8.

Stifel Financial first reported a position in JPM in Q1 2014 and has held it in 50 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Stifel Financial held 3,865,671 shares of JPMorgan Chase worth $1.27B as of Q2 2026.
Stifel Financial bought 16,389 JPMorgan Chase shares in Q2 2026, an estimated $5.09M.
JPMorgan Chase made up 1.05% of Stifel Financial's portfolio in Q2 2026, its #8 holding.
Stifel Financial first reported a position in JPMorgan Chase in Q1 2014 and has held it in 50 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.