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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
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% +$99.8K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AlphaStar Capital Management's JPM Position: Q1 2026 in Review

AlphaStar Capital Management reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2026, selling an estimated $1.93M and leaving 34,279 shares worth $10.1M. The position accounts for 0.74% of the portfolio, ranked #25.

AlphaStar Capital Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • AlphaStar Capital Management held 34,279 shares of JPMorgan Chase worth $10.1M as of Q1 2026.
  • AlphaStar Capital Management sold 6,371 JPMorgan Chase shares in Q1 2026, an estimated $1.93M.
  • JPMorgan Chase made up 0.74% of AlphaStar Capital Management's portfolio in Q1 2026, its #25 holding.
  • AlphaStar Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • AlphaStar Capital Management's JPMorgan Chase position peaked at $13.1M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.