Question 1

How many shares of JPM does SEI INVESTMENTS CO own?

Accepted Answer

As of 2026-Q1, SEI INVESTMENTS CO holds 1.3M shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is SEI INVESTMENTS CO's JPM position worth?

Accepted Answer

As of 2026-Q1, SEI INVESTMENTS CO's JPM position is worth $382M.

Question 3

Is SEI INVESTMENTS CO buying or selling JPM?

Accepted Answer

In 2026-Q1, SEI INVESTMENTS CO increased their JPM position (+35.3% change in shares).

Question 4

When did SEI INVESTMENTS CO first buy JPM?

Accepted Answer

Based on available 13F filings, SEI INVESTMENTS CO first reported a position in JPM in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	1.3M	+35.3%	$382M	0.4%	$300.26	48
2025-Q4	Increased	959,814	+6.5%	$309.3M	0.3%	$321.97	39
2025-Q3	Increased	900,953	+5.5%	$284.2M	0.3%	$312.75	39
2025-Q2	Increased	853,970	+2.3%	$247.6M	0.3%	$283.07	38
2025-Q1	Increased	835,048	+5.3%	$204.8M	0.3%	$237.97	39
2024-Q4	Decreased	792,666	-1.4%	$190M	0.2%	$233.31	0
2024-Q3	Increased	803,488	+4.0%	$169.4M	0.2%	$203.96	38
2024-Q2	Increased	772,583	+1.7%	$156.3M	0.2%	$194.90	37

JPMShowing 8 of 30 quarters

JPM
Showing 8 of 30 quarters