Stonehage Fleming Financial Services’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 | $607K | Hold |
2,062
| – | – | 0.02% | 107 |
|
|
2025
Q4 | $664K | Hold |
2,062
| – | – | 0.02% | 84 |
|
|
2025
Q3 | $650K | Hold |
2,062
| – | – | 0.02% | 87 |
|
|
2025
Q2 | $598K | Hold |
2,062
| – | – | 0.02% | 92 |
|
|
2025
Q1 | $506K | Hold |
2,062
| – | – | 0.02% | 84 |
|
|
2024
Q4 | $494K | Hold |
2,062
| – | – | 0.01% | 103 |
|
|
2024
Q3 | $435K | Hold |
2,062
| – | – | 0.01% | 109 |
|
|
2024
Q2 | $417K | Sell |
2,062
-3,217
| -61% | -$629K | 0.01% | 104 |
|
|
2024
Q1 | $558K | Buy |
5,279
+2,294
| +77% | +$414K | 0.04% | 63 |
|
|
2023
Q4 | $508K | Sell |
2,985
-11,170
| -79% | -$1.69M | 0.01% | 99 |
|
|
2023
Q3 | $2.05M | Buy |
14,155
+5,000
| +55% | +$750K | 0.18% | 46 |
|
|
2023
Q2 | $1.13M | Buy |
9,155
+3,876
| +73% | +$533K | 0.04% | 54 |
|
|
2023
Q1 | $558K | Buy |
5,279
+2,023
| +62% | +$277K | 0.04% | 63 |
|
|
2022
Q4 | $491K | Sell |
3,256
-6,643
| -67% | -$842K | 0.04% | 75 |
|
|
2022
Q3 | $1.04M | Sell |
9,899
-8,939
| -47% | -$1.03M | 0.08% | 35 |
|
|
2022
Q2 | $2.14M | Sell |
18,838
-9,696
| -34% | -$1.2M | 0.09% | 42 |
|
|
2022
Q1 | $3.95M | Buy |
28,534
+31
| +0.1% | +$4.58K | 0.12% | 43 |
|
|
2021
Q4 | $4.51M | Buy |
28,503
+36
| +0.1% | +$5.91K | 0.12% | 40 |
|
|
2021
Q3 | $4.69M | Buy |
28,467
+8,000
| +39% | +$1.25M | 0.14% | 37 |
|
|
2021
Q2 | $3.16M | Sell |
20,467
-531
| -3% | -$83.4K | 0.09% | 48 |
|
|
2021
Q1 | $3.23M | Hold |
20,998
| – | – | 0.11% | 47 |
|
|
2020
Q4 | $2.64M | Buy |
20,998
+415
| +2% | +$46.4K | 0.09% | 49 |
|
|
2020
Q3 | $1.97M | Buy |
20,583
+2,886
| +16% | +$283K | 0.07% | 44 |
|
|
2020
Q2 | $1.65M | Sell |
17,697
-2,540
| -13% | -$241K | 0.11% | 41 |
|
|
2020
Q1 | $1.82M | Buy |
20,237
+1,495
| +8% | +$182K | 0.09% | 42 |
|
|
2019
Q4 | $2.6M | Sell |
18,742
-810
| -4% | -$104K | 0.11% | 36 |
|
|
2019
Q3 | $2.3M | Hold |
19,552
| – | – | 0.11% | 37 |
|
|
2019
Q2 | $2.19M | Sell |
19,552
-10,460
| -35% | -$1.15M | 0.11% | 37 |
|
|
2019
Q1 | $3.04K | Sell |
30,012
-6,010
| -17% | -$619K | 0.14% | 37 |
|
|
2018
Q4 | $3.52M | Buy |
36,022
+8,698
| +32% | +$927K | 0.2% | 33 |
|
|
2018
Q3 | $3.08M | Hold |
27,324
| – | – | 0.18% | 38 |
|
|
2018
Q2 | $2.85M | Hold |
27,324
| – | – | 0.13% | 42 |
|
|
2018
Q1 | $3M | Hold |
27,324
| – | – | 0.2% | 35 |
|
|
2017
Q4 | $2.93M | Hold |
27,324
| – | – | 0.16% | 39 |
|
|
2017
Q3 | $2.61M | Sell |
27,324
-200
| -0.7% | -$18.4K | 0.13% | 49 |
|
|
2017
Q2 | $2.52M | Sell |
27,524
-4,620
| -14% | -$399K | 0.15% | 49 |
|
|
2017
Q1 | $2.82M | Sell |
32,144
-2,957
| -8% | -$261K | 0.18% | 50 |
|
|
2016
Q4 | $3.03M | Sell |
35,101
-9,812
| -22% | -$748K | 0.19% | 46 |
|
|
2016
Q3 | $2.99M | Buy |
44,913
+11,100
| +33% | +$724K | 0.18% | 69 |
|
|
2016
Q2 | $2.1M | Buy |
33,813
+21,660
| +178% | +$1.35M | 0.14% | 83 |
|
|
2016
Q1 | $720K | Buy |
+12,153
| New | +$710K | 0.05% | 118 |
|
Other funds holding JPM
VCM
VPM
Stonehage Fleming Financial Services's JPM Position: Q1 2026 in Review
Stonehage Fleming Financial Services held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,062 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #107.
Stonehage Fleming Financial Services first reported a position in JPM in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.69M in Q3 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Stonehage Fleming Financial Services held 2,062 shares of JPMorgan Chase worth $607K as of Q1 2026.
- Stonehage Fleming Financial Services left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 0.02% of Stonehage Fleming Financial Services's portfolio in Q1 2026, its #107 holding.
- Stonehage Fleming Financial Services first reported a position in JPMorgan Chase in Q1 2016 and has held it in 41 quarters since.
- Stonehage Fleming Financial Services's JPMorgan Chase position peaked at $4.69M in Q3 2021.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Stonehage Fleming Financial Services's 13F filing for Q1 2026, filed 13 May 2026.