Stifel Financial
JPM icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 5,056 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.
  • 5,056 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.