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Stonebridge Financial Group (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2026
Q2 		$12.5M Buy
38,079
+1,753
+5% +$544K 0.95% 30
2026
Q1 		$10.7M Buy
36,326
+2,964
+9% +$900K 0.88% 31
2025
Q4 		$10.7M Buy
33,362
+6,363
+24% +$1.97M 0.92% 30
2025
Q3 		$8.52M Buy
26,999
+58
+0.2% +$17.3K 0.75% 34
2025
Q2 		$7.81M Sell
26,941
-562
-2% -$143K 0.76% 34
2025
Q1 		$6.75M Buy
27,503
+23,239
+545% +$5.92M 0.72% 33
2024
Q4 		$1.02M Buy
+4,264
New +$993K 0.11% 109

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s JPM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, buying an estimated $544K and bringing the position to 38,079 shares worth $12.5M. The position accounts for 0.95% of the portfolio, ranked #30.

Stonebridge Financial Group (Pennsylvania) first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 4,504 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 38,079 shares of JPMorgan Chase worth $12.5M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 1,753 JPMorgan Chase shares in Q2 2026, an estimated $544K.
  • JPMorgan Chase made up 0.95% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #30 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 4,504 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.