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Sunbelt Securities’s JPMorgan Chase JPM Stock Holding History

Sunbelt Securities’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
Q1 		$8.11M Buy
27,562
+1,199
+5% +$364K 0.51% 38
2025
Q4 		$8.49M Sell
26,363
-310
-1% -$96K 0.57% 34
2025
Q3 		$8.41M Sell
26,673
-2,676
-9% -$796K 0.58% 31
2025
Q2 		$7.04M Buy
29,349
+3,783
+15% +$965K 0.62% 28
2025
Q1 		$6.27M Sell
25,566
-3,783
-13% -$964K 0.56% 36
2024
Q4 		$7.02M Buy
29,349
+1,594
+6% +$371K 0.62% 28
2024
Q3 		$5.85M Sell
27,755
-1,066
-4% -$225K 0.57% 36
2024
Q2 		$5.83M Buy
28,821
+292
+1% +$57.1K 0.6% 37
2024
Q1 		$5.71M Buy
28,529
+332
+1% +$59.9K 0.64% 31
2023
Q4 		$4.8M Sell
28,197
-946
-3% -$143K 0.6% 33
2023
Q3 		$4.23M Buy
29,143
+1,345
+5% +$202K 0.58% 34
2023
Q2 		$4.04M Sell
27,798
-289
-1% -$39.7K 0.58% 34
2023
Q1 		$3.62M Buy
28,087
+2,430
+9% +$333K 0.58% 34
2022
Q4 		$3.44M Sell
25,657
-1,174
-4% -$149K 0.67% 33
2022
Q3 		$2.8M Buy
26,831
+325
+1% +$37.3K 0.59% 35
2022
Q2 		$2.98M Buy
26,506
+3,246
+14% +$402K 0.63% 32
2022
Q1 		$3.27M Sell
23,260
-8,600
-27% -$1.27M 0.6% 34
2021
Q4 		$4.97M Sell
31,860
-3,177
-9% -$522K 0.81% 23
2021
Q3 		$5.32M Hold
35,037
– – 0.96% 14
2021
Q2 		$5.32M Sell
35,037
-255
-0.7% -$40K 0.96% 14
2021
Q1 		$5.37M Sell
35,292
-1,604
-4% -$231K 1.06% 12
2020
Q4 		$4.69M Buy
36,896
+5,557
+18% +$621K 0.97% 20
2020
Q3 		$3.02M Sell
31,339
-677
-2% -$66.5K 0.84% 25
2020
Q2 		$3.01M Buy
32,016
+340
+1% +$32.3K 1.03% 18
2020
Q1 		$2.85M Sell
31,676
-58,795
-65% -$7.14M 0.12% 80
2019
Q4 		$12.6M Sell
90,471
-5,296
-6% -$679K 1.33% 11
2019
Q3 		$11.3M Buy
95,767
+64,338
+205% +$7.28M 1.26% 12
2019
Q2 		$3.51M Buy
31,429
+1,390
+5% +$153K 1.53% 8
2019
Q1 		$3.04M Buy
30,039
+2,059
+7% +$212K 1.52% 11
2018
Q4 		$2.73M Sell
27,980
-3,103
-10% -$331K 1.59% 10
2018
Q3 		$3.51M Buy
31,083
+340
+1% +$38.6K 1.88% 7
2018
Q2 		$3.2M Buy
30,743
+16,824
+121% +$1.85M 1.92% 7
2018
Q1 		$1.53M Buy
13,919
+462
+3% +$52.3K 1.4% 13
2017
Q4 		$1.44M Buy
13,457
+4,703
+54% +$476K 1.4% 13
2017
Q3 		$836K Buy
8,754
+3,626
+71% +$334K 0.88% 28
2017
Q2 		$469K Buy
5,128
+26
+0.5% +$2.24K 0.88% 29
2017
Q1 		$448K Sell
5,102
-44
-0.9% -$3.88K 0.67% 38
2016
Q4 		$444K Sell
5,146
-3,032
-37% -$231K 0.67% 35
2016
Q3 		$545K Buy
8,178
+101
+1% +$6.58K 0.66% 34
2016
Q2 		$502K Sell
8,077
-47
-0.6% -$2.94K 0.66% 35
2016
Q1 		$481K Buy
8,124
+27
+0.3% +$1.58K 0.7% 33
2015
Q4 		$535K Buy
8,097
+24
+0.3% +$1.56K 0.75% 29
2015
Q3 		$492K Sell
8,073
-714
-8% -$46.8K 0.67% 34
2015
Q2 		$595K Buy
8,787
+290
+3% +$18.9K 0.82% 27
2015
Q1 		$515K Sell
8,497
-362
-4% -$21.4K 0.77% 28
2014
Q4 		$554K Buy
+8,859
New +$533K 0.73% 24

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

Sunbelt Securities's JPM Position: Q1 2026 in Review

Sunbelt Securities increased its JPMorgan Chase (JPM) stake by 4.5% in Q1 2026, buying an estimated $364K and bringing the position to 27,562 shares worth $8.11M. The position accounts for 0.51% of the portfolio, ranked #38.

Sunbelt Securities first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.6M in Q4 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sunbelt Securities held 27,562 shares of JPMorgan Chase worth $8.11M as of Q1 2026.
  • Sunbelt Securities bought 1,199 JPMorgan Chase shares in Q1 2026, an estimated $364K.
  • JPMorgan Chase made up 0.51% of Sunbelt Securities's portfolio in Q1 2026, its #38 holding.
  • Sunbelt Securities first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
  • Sunbelt Securities's JPMorgan Chase position peaked at $12.6M in Q4 2019.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.