111 Capital’s JPMorgan Chase JPM Stock Holding History

111 Capital’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	$2.75M	Buy	8,402 +2,645	+46%	+$821K	0.47%	41
2026 Q1	$1.69M	Buy	+5,757	New	+$1.75M	0.42%	42
2025 Q4	–	Sell	-1,994	Closed	-$629K	–	445
2025 Q3	$629K	Buy	+1,994	New	+$593K	0.12%	180
2025 Q2	–	Sell	-4,155	Closed	-$1.02M	–	608
2025 Q1	$1.02M	Buy	+4,155	New	+$1.06M	0.2%	116

Other funds holding JPM

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

111 Capital's JPM Position: Q2 2026 in Review

111 Capital increased its JPMorgan Chase (JPM) stake by 46% in Q2 2026, buying an estimated $821K and bringing the position to 8,402 shares worth $2.75M. The position accounts for 0.47% of the portfolio, ranked #41.

111 Capital first reported a position in JPM in Q1 2025 and has held it in 4 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

111 Capital held 8,402 shares of JPMorgan Chase worth $2.75M as of Q2 2026.
111 Capital bought 2,645 JPMorgan Chase shares in Q2 2026, an estimated $821K.
JPMorgan Chase made up 0.47% of 111 Capital's portfolio in Q2 2026, its #41 holding.
111 Capital first reported a position in JPMorgan Chase in Q1 2025 and has held it in 4 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 111 Capital's 13F filing for Q2 2026, filed 5 Aug 2026.