AC
JPM icon

AlphaCore Capital’s JPMorgan Chase JPM Stock Holding History

AlphaCore 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 		$42.7M Buy
130,321
+36,190
+38% +$11.2M 0.78% 31
2026
Q1 		$27.7M Sell
94,131
-5,738
-6% -$1.74M 0.66% 38
2025
Q4 		$32.2M Buy
99,869
+33,178
+50% +$10.3M 0.72% 33
2025
Q3 		$21M Buy
66,691
+3,840
+6% +$1.14M 0.71% 34
2025
Q2 		$18.2M Buy
62,851
+4,334
+7% +$1.11M 0.69% 34
2025
Q1 		$14.4M Buy
58,517
+7,813
+15% +$1.99M 1.22% 15
2024
Q4 		$12.2M Sell
50,704
-1,298
-2% -$302K 2.63% 7
2024
Q3 		$11M Buy
52,002
+1,607
+3% +$338K 2.48% 6
2024
Q2 		$10.2M Buy
50,395
+890
+2% +$174K 2.46% 7
2024
Q1 		$9.92M Sell
49,505
-196
-0.4% -$35.4K 2.64% 7
2023
Q4 		$8.45M Buy
49,701
+150
+0.3% +$22.7K 1.24% 18
2023
Q3 		$7.19M Buy
49,551
+704
+1% +$106K 1.13% 17
2023
Q2 		$7.1M Buy
48,847
+27,622
+130% +$3.8M 1.14% 18
2023
Q1 		$2.77M Buy
21,225
+8,214
+63% +$1.13M 0.73% 24
2022
Q4 		$1.74M Buy
13,011
+1,241
+11% +$157K 0.68% 18
2022
Q3 		$1.23M Buy
11,770
+1,711
+17% +$196K 0.56% 21
2022
Q2 		$1.13M Buy
10,059
+2,395
+31% +$297K 0.53% 21
2022
Q1 		$1.04M Buy
7,664
+5,716
+293% +$844K 0.41% 22
2021
Q4 		$309K Buy
1,948
+257
+15% +$42.2K 0.13% 36
2021
Q3 		$277K Buy
+1,691
New +$265K 0.14% 42
2020
Q3 		– Sell
-2,026
Closed -$191K – 69
2020
Q2 		$191K Buy
2,026
+172
+9% +$16.3K 0.19% 26
2020
Q1 		$167K Buy
+1,854
New +$225K 0.13% 56

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

AlphaCore Capital's JPM Position: Q2 2026 in Review

AlphaCore Capital increased its JPMorgan Chase (JPM) stake by 38% in Q2 2026, buying an estimated $11.2M and bringing the position to 130,321 shares worth $42.7M. The position accounts for 0.78% of the portfolio, ranked #31.

AlphaCore Capital first reported a position in JPM in Q1 2020 and has held it in 22 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AlphaCore Capital held 130,321 shares of JPMorgan Chase worth $42.7M as of Q2 2026.
  • AlphaCore Capital bought 36,190 JPMorgan Chase shares in Q2 2026, an estimated $11.2M.
  • JPMorgan Chase made up 0.78% of AlphaCore Capital's portfolio in Q2 2026, its #31 holding.
  • AlphaCore Capital first reported a position in JPMorgan Chase in Q1 2020 and has held it in 22 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.