AlphaStar Capital Management
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AlphaStar Capital Management’s JPMorgan Chase JPM Stock Holding History

AlphaStar 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
Q3 		$12.5M Sell
37,872
-684
-2% -$239K 0.75% 23
2026
Q2 		$12.6M Buy
38,556
+4,277
+12% +$1.33M 0.8% 23
2026
Q1 		$10.1M Sell
34,279
-6,371
-16% -$1.93M 0.74% 25
2025
Q4 		$13.1M Buy
40,650
+15,393
+61% +$4.77M 0.96% 21
2025
Q3 		$7.97M Buy
25,257
+1,815
+8% +$540K 0.69% 27
2025
Q2 		$6.8M Buy
23,442
+589
+3% +$150K 0.48% 42
2025
Q1 		$5.61M Buy
22,853
+1,694
+8% +$432K 0.56% 27
2024
Q4 		$5.07M Buy
21,159
+1,982
+10% +$462K 0.53% 28
2024
Q3 		$4.04M Buy
19,177
+2,689
+16% +$566K 0.32% 44
2024
Q2 		$3.33M Buy
16,488
+1,794
+12% +$351K 0.31% 42
2024
Q1 		$2.94M Buy
14,694
+3,830
+35% +$691K 0.3% 44
2023
Q4 		$1.85M Buy
10,864
+3,159
+41% +$479K 0.17% 74
2023
Q3 		$1.12M Buy
7,705
+337
+5% +$50.5K 0.14% 91
2023
Q2 		$1.07M Buy
7,368
+206
+3% +$28.3K 0.12% 114
2023
Q1 		$933K Buy
7,162
+263
+4% +$36K 0.08% 145
2022
Q4 		$913K Sell
6,899
-232
-3% -$29.4K 0.09% 147
2022
Q3 		$745K Buy
7,131
+425
+6% +$48.8K 0.08% 150
2022
Q2 		$755K Buy
6,706
+202
+3% +$25K 0.07% 183
2022
Q1 		$887K Buy
6,504
+676
+12% +$100K 0.07% 187
2021
Q4 		$920K Buy
5,828
+1,584
+37% +$260K 0.07% 189
2021
Q3 		$719K Buy
4,244
+2,004
+89% +$314K 0.05% 233
2021
Q2 		$348K Buy
2,240
+593
+36% +$93.1K 0.04% 215
2021
Q1 		$251K Buy
1,647
+51
+3% +$7.34K 0.04% 200
2020
Q4 		$224K Buy
+1,596
New +$178K 0.04% 200

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

AlphaStar Capital Management's JPM Position: Q3 2026 in Review

AlphaStar Capital Management reduced its JPMorgan Chase (JPM) stake by 1.8% in Q3 2026, selling an estimated $239K and leaving 37,872 shares worth $12.5M. The position accounts for 0.75% of the portfolio, ranked #23.

AlphaStar Capital Management first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.1M in Q4 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • AlphaStar Capital Management held 37,872 shares of JPMorgan Chase worth $12.5M as of Q3 2026.
  • AlphaStar Capital Management sold 684 JPMorgan Chase shares in Q3 2026, an estimated $239K.
  • JPMorgan Chase made up 0.75% of AlphaStar Capital Management's portfolio in Q3 2026, its #23 holding.
  • AlphaStar Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • AlphaStar Capital Management's JPMorgan Chase position peaked at $13.1M in Q4 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.