Aster Capital Management’s JPMorgan Chase JPM Stock Holding History

Aster 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	$4.36M	Buy	13,308 +10,499	+374%	+$3.26M	0.93%	11
2026 Q1	$689K	Sell	2,809 -13,866	-83%	-$4.21M	0.23%	106
2025 Q4	$5.37M	Buy	+16,675	New	+$5.16M	2.35%	6
2025 Q3	–	Sell	-15,769	Closed	-$4.57M	–	1170
2025 Q2	$4.57M	Buy	+15,769	New	+$4.02M	1.04%	18
2025 Q1	–	Sell	-5,485	Closed	-$1.31M	–	1470
2024 Q4	$1.31M	Sell	5,485 -27,493	-83%	-$6.4M	0.5%	43
2024 Q3	$6.95M	Buy	+32,978	New	+$6.95M	1.51%	8

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 $3.37T AUM 44.26% 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

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

Aster Capital Management increased its JPMorgan Chase (JPM) stake by 374% in Q2 2026, buying an estimated $3.26M and bringing the position to 13,308 shares worth $4.36M. The position accounts for 0.93% of the portfolio, ranked #11.

Aster Capital Management first reported a position in JPM in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.95M in Q3 2024. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Aster Capital Management held 13,308 shares of JPMorgan Chase worth $4.36M as of Q2 2026.
Aster Capital Management bought 10,499 JPMorgan Chase shares in Q2 2026, an estimated $3.26M.
JPMorgan Chase made up 0.93% of Aster Capital Management's portfolio in Q2 2026, its #11 holding.
Aster Capital Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 6 quarters since.
Aster Capital Management's JPMorgan Chase position peaked at $6.95M in Q3 2024.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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