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Applied Capital LLC’s JPMorgan Chase JPM Stock Holding History

Applied Capital LLC’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 		$3.2M Sell
9,771
-10
-0.1% -$3.1K 1.3% 10
2026
Q1 		$2.88M Sell
9,781
-538
-5% -$163K 1.36% 11
2025
Q4 		$3.32M Buy
10,319
+18
+0.2% +$5.57K 1.97% 10
2025
Q3 		$3.25M Sell
10,301
-20
-0.2% -$5.95K 2% 10
2025
Q2 		$2.99M Buy
10,321
+7
+0.1% +$1.79K 2.17% 13
2025
Q1 		$2.53M Sell
10,314
-51
-0.5% -$13K 1.99% 14
2024
Q4 		$2.48M Sell
10,365
-70
-0.7% -$16.3K 1.93% 15
2024
Q3 		$2.2M Sell
10,435
-85
-0.8% -$17.9K 1.71% 18
2024
Q2 		$2.13M Buy
10,520
+75
+0.7% +$14.7K 1.86% 17
2024
Q1 		$2.09M Buy
10,445
+225
+2% +$40.6K 1.7% 20
2023
Q4 		$1.74M Sell
10,220
-440
-4% -$66.7K 1.6% 23
2023
Q3 		$1.55M Sell
10,660
-90
-0.8% -$13.5K 1.54% 27
2023
Q2 		$1.56M Buy
10,750
+31
+0.3% +$4.26K 1.48% 30
2023
Q1 		$1.4M Sell
10,719
-250
-2% -$34.3K 1.39% 32
2022
Q4 		$1.47M Buy
+10,969
New +$1.39M 1.46% 30

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Applied Capital LLC's JPM Position: Q2 2026 in Review

Applied Capital LLC reduced its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, selling an estimated $3.1K and leaving 9,771 shares worth $3.2M. The position accounts for 1.3% of the portfolio, ranked #10.

Applied Capital LLC first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Applied Capital LLC held 9,771 shares of JPMorgan Chase worth $3.2M as of Q2 2026.
  • Applied Capital LLC sold 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
  • JPMorgan Chase made up 1.3% of Applied Capital LLC's portfolio in Q2 2026, its #10 holding.
  • Applied Capital LLC first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Applied Capital LLC's JPMorgan Chase position peaked at $3.32M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.