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Aljian Capital Management’s JPMorgan Chase JPM Stock Holding History

Aljian Capital Management’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 		$6.58M Buy
20,101
+31
+0.2% +$9.63K 1.22% 13
2026
Q1 		$5.9M Buy
20,070
+1,641
+9% +$498K 1.21% 13
2025
Q4 		$5.94M Sell
18,429
-195
-1% -$60.4K 1.18% 13
2025
Q3 		$5.87M Sell
18,624
-62
-0.3% -$18.4K 1.18% 13
2025
Q2 		$5.42M Sell
18,686
-357
-2% -$91.1K 1.19% 15
2025
Q1 		$4.67M Sell
19,043
-25
-0.1% -$6.37K 1.11% 16
2024
Q4 		$4.57M Sell
19,068
-204
-1% -$47.5K 0.99% 18
2024
Q3 		$4.06M Buy
+19,272
New +$4.06M 0.95% 17
2024
Q1 		– Sell
-2,700
Closed -$459K – 40
2023
Q4 		$459K Hold
2,700
– – 0.19% 31
2023
Q3 		$392K Hold
2,700
– – 0.18% 31
2023
Q2 		$393K Hold
2,700
– – 0.18% 37
2023
Q1 		$352K Sell
2,700
-200
-7% -$27.4K 0.18% 37
2022
Q4 		$389K Hold
2,900
– – 0.22% 36
2022
Q3 		$304K Hold
2,900
– – 0.17% 41
2022
Q2 		$325K Hold
2,900
– – 0.18% 42
2022
Q1 		$399K Hold
2,900
– – 0.16% 43
2021
Q4 		$459K Sell
2,900
-150
-5% -$24.6K 0.17% 43
2021
Q3 		$502K Sell
3,050
-200
-6% -$31.4K 0.22% 38
2021
Q2 		$506K Sell
3,250
-100
-3% -$15.7K 0.22% 39
2021
Q1 		$510K Sell
3,350
-277
-8% -$39.9K 0.24% 39
2020
Q4 		$461K Sell
3,627
-73
-2% -$8.16K 0.23% 36
2020
Q3 		$356K Sell
3,700
-150
-4% -$14.7K 0.2% 39
2020
Q2 		$541K Buy
3,850
+223
+6% +$21.2K 0.35% 29
2020
Q1 		$333K Buy
3,627
+177
+5% +$21.5K 0.27% 35
2019
Q4 		$481K Hold
3,450
– – 0.36% 34
2019
Q3 		$406K Hold
3,450
– – 0.34% 37
2019
Q2 		$386K Hold
3,450
– – 0.32% 38
2019
Q1 		$349K Sell
3,450
-100
-3% -$10.3K 0.3% 44
2018
Q4 		$347K Buy
+3,550
New +$378K 0.35% 41

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aljian Capital Management's JPM Position: Q2 2026 in Review

Aljian Capital Management increased its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, buying an estimated $9.63K and bringing the position to 20,101 shares worth $6.58M. The position accounts for 1.22% of the portfolio, ranked #13.

Aljian Capital Management first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aljian Capital Management held 20,101 shares of JPMorgan Chase worth $6.58M as of Q2 2026.
  • Aljian Capital Management bought 31 JPMorgan Chase shares in Q2 2026, an estimated $9.63K.
  • JPMorgan Chase made up 1.22% of Aljian Capital Management's portfolio in Q2 2026, its #13 holding.
  • Aljian Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.