Basso Capital Management’s JPMorgan Chase JPM Stock Holding History

Basso 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	$1.52M	Buy	4,653 +4,049	+670%	+$1.26M	0.32%	50
2026 Q1	$178K	Hold	604	–	–	0.11%	63
2025 Q4	$195K	Hold	604	–	–	0.12%	59
2025 Q3	$191K	Sell	604 -50	-8%	-$14.9K	0.13%	51
2025 Q2	$190K	Hold	654	–	–	0.14%	44
2025 Q1	$160K	Buy	654 +50	+8%	+$12.7K	0.14%	47
2024 Q4	$145K	Hold	604	–	–	0.13%	46
2024 Q3	$127K	Sell	604 -847	-58%	-$178K	0.12%	52
2024 Q2	$293K	Hold	1,451	–	–	0.26%	44
2024 Q1	$291K	Hold	1,451	–	–	0.27%	42
2023 Q4	$247K	Hold	1,451	–	–	0.26%	44
2023 Q3	$210K	Hold	1,451	–	–	0.23%	49
2023 Q2	$211K	Buy	+1,451	New	+$200K	0.23%	48

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

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

Basso Capital Management increased its JPMorgan Chase (JPM) stake by 670% in Q2 2026, buying an estimated $1.26M and bringing the position to 4,653 shares worth $1.52M. The position accounts for 0.32% of the portfolio, ranked #50.

Basso Capital Management first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Basso Capital Management held 4,653 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
Basso Capital Management bought 4,049 JPMorgan Chase shares in Q2 2026, an estimated $1.26M.
JPMorgan Chase made up 0.32% of Basso Capital Management's portfolio in Q2 2026, its #50 holding.
Basso Capital Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.