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BayBridge Capital Group’s JPMorgan Chase JPM Stock Holding History

BayBridge Capital Group’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 		$2.02M Buy
6,179
+455
+8% +$141K 1.05% 20
2026
Q1 		$1.84M Hold
5,724
– – 1.14% 24
2025
Q4 		$1.84M Buy
5,724
+52
+0.9% +$16.1K 1.14% 24
2025
Q3 		$1.79M Sell
5,672
-660
-10% -$196K 1.14% 20
2025
Q2 		$1.84M Buy
6,332
+121
+2% +$30.9K 1.18% 20
2025
Q1 		$1.52M Sell
6,211
-362
-6% -$92.3K 1.1% 22
2024
Q4 		$1.58M Buy
6,573
+22
+0.3% +$5.12K 1.14% 19
2024
Q3 		$1.38M Sell
6,551
-10
-0.2% -$2.11K 0.99% 25
2024
Q2 		$1.33M Buy
6,561
+113
+2% +$22.1K 1.04% 27
2024
Q1 		$1.22M Sell
6,448
-38
-0.6% -$6.86K 1.06% 24
2023
Q4 		$1.1M Buy
+6,486
New +$983K 1.02% 28

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

BayBridge Capital Group's JPM Position: Q2 2026 in Review

BayBridge Capital Group increased its JPMorgan Chase (JPM) stake by 7.9% in Q2 2026, buying an estimated $141K and bringing the position to 6,179 shares worth $2.02M. The position accounts for 1.05% of the portfolio, ranked #20.

BayBridge Capital Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 1,267 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BayBridge Capital Group held 6,179 shares of JPMorgan Chase worth $2.02M as of Q2 2026.
  • BayBridge Capital Group bought 455 JPMorgan Chase shares in Q2 2026, an estimated $141K.
  • JPMorgan Chase made up 1.05% of BayBridge Capital Group's portfolio in Q2 2026, its #20 holding.
  • BayBridge Capital Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 1,267 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.