Stonebridge Financial Group, LLC/CA’s JPMorgan Chase JPM Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$3.59M	Buy	+10,963	New	+$3.4M	0.5%	45

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's JPM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in JPMorgan Chase (JPM) in Q2 2026: 10,963 shares worth $3.59M. The stake represents 0.5% of the portfolio and ranks #45 among its holdings.

4,482 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 10,963 shares of JPMorgan Chase worth $3.59M as of Q2 2026.
JPMorgan Chase was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
JPMorgan Chase made up 0.5% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #45 holding.
4,482 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.