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AWM Capital’s JPMorgan Chase JPM Stock Holding History

AWM Capital’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 		$775K Buy
2,367
+351
+17% +$109K 0.06% 65
2026
Q1 		$593K Sell
2,016
-1
-0% -$303 0.05% 74
2025
Q4 		$650K Buy
2,017
+42
+2% +$13K 0.06% 64
2025
Q3 		$623K Buy
1,975
+62
+3% +$18.4K 0.06% 63
2025
Q2 		$555K Hold
1,913
– – 0.06% 64
2025
Q1 		$469K Buy
1,913
+616
+47% +$157K 0.05% 68
2024
Q4 		$311K Buy
1,297
+104
+9% +$24.2K 0.04% 81
2024
Q3 		$252K Buy
1,193
+71
+6% +$15K 0.03% 82
2024
Q2 		$227K Buy
+1,122
New +$219K 0.03% 81

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AWM Capital's JPM Position: Q2 2026 in Review

AWM Capital increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $109K and bringing the position to 2,367 shares worth $775K. The position accounts for 0.06% of the portfolio, ranked #65.

AWM Capital first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AWM Capital held 2,367 shares of JPMorgan Chase worth $775K as of Q2 2026.
  • AWM Capital bought 351 JPMorgan Chase shares in Q2 2026, an estimated $109K.
  • JPMorgan Chase made up 0.06% of AWM Capital's portfolio in Q2 2026, its #65 holding.
  • AWM Capital first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.