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Anfield Capital Management’s JPMorgan Chase JPM Stock Holding History

Anfield 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 		$287K Buy
976
+624
+177% +$189K 0.08% 92
2025
Q4 		$113K Buy
352
+40
+13% +$12.4K 0.04% 114
2025
Q3 		$98.4K Buy
312
+8
+3% +$2.38K 0.03% 133
2025
Q2 		$88.1K Buy
304
+6
+2% +$1.53K 0.03% 125
2025
Q1 		$73.1K Hold
298
– – 0.03% 122
2024
Q4 		$71.4K Buy
298
+43
+17% +$10K 0.03% 117
2024
Q3 		$53.8K Buy
255
+85
+50% +$17.9K 0.02% 129
2024
Q2 		$34.4K Buy
+170
New +$33.2K 0.02% 132
2020
Q1 		– Sell
-1,113
Closed -$153K – 251
2019
Q4 		$153K Buy
+1,113
New +$143K 0.06% 140

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

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

Anfield Capital Management increased its JPMorgan Chase (JPM) stake by 177% in Q1 2026, buying an estimated $189K and bringing the position to 976 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #92.

Anfield Capital Management first reported a position in JPM in Q4 2019 and has held it in 9 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Anfield Capital Management held 976 shares of JPMorgan Chase worth $287K as of Q1 2026.
  • Anfield Capital Management bought 624 JPMorgan Chase shares in Q1 2026, an estimated $189K.
  • JPMorgan Chase made up 0.08% of Anfield Capital Management's portfolio in Q1 2026, its #92 holding.
  • Anfield Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 9 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.