Aquatic Capital Management’s JPMorgan Chase JPM Stock Holding History

Aquatic 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 Q2	$10.7M	Buy	32,830 +2,269	+7%	+$705K	0.37%	54
2026 Q1	$8.99M	Buy	+30,561	New	+$9.27M	0.26%	96
2025 Q4	–	Sell	-1,833	Closed	-$578K	–	1581
2025 Q3	$578K	Buy	+1,833	New	+$545K	0.01%	833
2025 Q2	–	Sell	-24,955	Closed	-$6.12M	–	1395
2025 Q1	$6.12M	Buy	+24,955	New	+$6.36M	0.16%	174
2024 Q4	–	Sell	-21,600	Closed	-$4.55M	–	1475
2024 Q3	$4.55M	Buy	21,600 +3,600	+20%	+$758K	0.12%	207
2024 Q2	$3.64M	Sell	18,000 -15,900	-47%	-$3.11M	0.13%	157
2024 Q1	$6.79M	Sell	33,900 -217,900	-87%	-$39.3M	0.22%	113
2023 Q4	$42.8M	Buy	+251,800	New	+$38.2M	1.09%	14
2023 Q2	–	Sell	-17,700	Closed	-$2.31M	–	1551
2023 Q1	$2.31M	Buy	+17,700	New	+$2.43M	0.14%	163
2022 Q3	–	Sell	-14,100	Closed	-$1.59M	–	1362
2022 Q2	$1.59M	Buy	14,100 +11,600	+464%	+$1.44M	0.52%	42
2022 Q1	$341K	Buy	+2,500	New	+$369K	0.51%	37

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aquatic Capital Management's JPM Position: Q2 2026 in Review

Aquatic Capital Management increased its JPMorgan Chase (JPM) stake by 7.4% in Q2 2026, buying an estimated $705K and bringing the position to 32,830 shares worth $10.7M. The position accounts for 0.37% of the portfolio, ranked #54.

Aquatic Capital Management first reported a position in JPM in Q1 2022 and has held it in 11 quarters since. The position peaked at $42.8M in Q4 2023. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Aquatic Capital Management held 32,830 shares of JPMorgan Chase worth $10.7M as of Q2 2026.
Aquatic Capital Management bought 2,269 JPMorgan Chase shares in Q2 2026, an estimated $705K.
JPMorgan Chase made up 0.37% of Aquatic Capital Management's portfolio in Q2 2026, its #54 holding.
Aquatic Capital Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 11 quarters since.
Aquatic Capital Management's JPMorgan Chase position peaked at $42.8M in Q4 2023.
5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.