Stack Financial Management, Inc
- SEC CIK
- 0001308685
- Latest filing
- Aug 3, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Stack Financial Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −1,046−100.0% | Sold out | Holders |
| Q4 2025 | 1,046 | $337.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,046 | $330.0K | <0.1% | −45−4.1% | Reduced | Holders |
| Q2 2025 | 1,091 | $316.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,091 | $267.7K | <0.1% | +93+9.3% | Added | Holders |
| Q4 2024 | 998 | $239.3K | <0.1% | +27+2.8% | Added | Holders |
| Q3 2024 | 971 | $204.8K | <0.1% | +971 | New | Holders |