BANK OF NOVA SCOTIA JPM — JPMORGAN & CHASE & CO COM

Ownership history in BANK OF NOVA SCOTIA  ·  111 quarters on record

AI Ownership Summary

BANK OF NOVA SCOTIA reported JPMORGAN & CHASE & CO COM (JPM) in 111 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.48% in 2026 Q1. The latest visible filing shows JPM at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF NOVA SCOTIA's position in JPMORGAN & CHASE & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JPM was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page BANK OF NOVA SCOTIA fund profile BANK OF NOVA SCOTIA full holdings
How BANK OF NOVA SCOTIA held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 15 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,596,890 +2,595,840 +247222.9% 1.28% $850.0M 2026-08-12 $363.37
2026 Q2 REDUCED 100.0% +3.3% ❌ 1,050 -2,869,718 -100.0% 0.00% $344K 2026-08-12 $363.37
2026 Q1 ADDED — — — 2,870,768 +2,869,718 +273306.5% 1.48% $844.5M 2026-05-14 $297.08
2026 Q1 REDUCED 99.9% +12.6% ❌ 1,050 -1,972,637 -99.9% 0.00% $309K 2026-05-14 $297.08
2025 Q4 ADDED — — — 1,973,687 +1,972,637 +187870.2% 0.94% $636.0M 2026-02-13 $298.17
2025 Q4 REDUCED 100.0% -8.3% ✅ 1,050 -2,315,517 -100.0% 0.00% $338K 2026-02-13 $298.17
2025 Q3 ADDED — — — 2,316,567 +2,315,517 +220525.4% 1.29% $730.7M 2025-11-14 $297.87
2025 Q3 REDUCED 99.9% +3.1% ❌ 1,050 -1,399,775 -99.9% 0.00% $331K 2025-11-14 $297.87
2025 Q2 ADDED — — — 1,400,825 +86,591 +6.6% 0.83% $406.1M 2025-08-13 $283.66
2025 Q1 REDUCED 25.1% +18.9% ❌ 1,314,234 -439,757 -25.1% 0.77% $322.4M 2025-05-09 $245.91
2024 Q4 ADDED — — — 1,753,991 +1,753,957 +5158697.1% 0.77% $420.5M 2025-02-13 $266.85
2024 Q4 REDUCED 100.0% +2.9% ❌ 34 -926,793 -100.0% 0.00% $8K 2025-02-13 $266.85
2024 Q3 ADDED — — — 926,827 +926,793 +2725861.8% 0.39% $195.4M 2024-11-13 $231.70
2024 Q3 REDUCED 100.0% +14.2% ❌ 34 -1,931,181 -100.0% 0.00% $7K 2024-11-13 $231.70
2024 Q2 ADDED — — — 1,931,215 +972,813 +101.5% 0.77% $390.6M 2024-08-14 $200.76
96 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q3 — sorted by position size

Quintet Private Bank (Europe) S.A. 3Y 5.5% Brown Shipley& Co Ltd 3Y 5.13% Werlinich Asset Management, LLC 4.52% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4.09% HWG Holdings LP 3Y 7Y 3.95% CYPRESS ASSET MANAGEMENT INC/TX 3Y 7Y 3.79% DLK Investment Management, LLC 3.56% ARGUS INVESTORS' COUNSEL, INC. 3Y 7Y 3.46% WoodTrust Financial Corp 3Y 7Y 3.33% Stokes Capital Advisors, LLC 3Y 7Y 3.32%

FAQ About BANK OF NOVA SCOTIA and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANK OF NOVA SCOTIA reported owning JPM?

BANK OF NOVA SCOTIA reported JPM across 15 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported JPM position in BANK OF NOVA SCOTIA's portfolio?

The largest reported portfolio weight for JPM was 1.48% in 2026 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q2, when BANK OF NOVA SCOTIA reported 2,596,890 shares, equal to 1.28% of portfolio, with an estimated market value of $850.0M.

What does the chart on this JPM ownership page compare?

The chart compares BANK OF NOVA SCOTIA's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BANK OF NOVA SCOTIA time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, BANK OF NOVA SCOTIA correctly timed 69 out of 106 reported position changes (65%). The annualised alpha on JPM relative to SPY over the holding period was -25.6%.

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