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Bearing Point Capital’s JPMorgan Chase JPM Stock Holding History

Bearing Point 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 		$14.7M Buy
44,770
+82
+0.2% +$25.5K 1.98% 12
2026
Q1 		$13.1M Sell
44,688
-3,729
-8% -$1.13M 2.06% 8
2025
Q4 		$15.6M Buy
48,417
+2,865
+6% +$887K 2.44% 5
2025
Q3 		$14.4M Sell
45,552
-467
-1% -$139K 2.47% 6
2025
Q2 		$13.3M Buy
46,019
+551
+1% +$141K 2.46% 6
2025
Q1 		$11.2M Buy
45,468
+4,106
+10% +$1.05M 2.37% 5
2024
Q4 		$9.91M Buy
+41,362
New +$9.63M 2.07% 8

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

Bearing Point Capital's JPM Position: Q2 2026 in Review

Bearing Point Capital increased its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, buying an estimated $25.5K and bringing the position to 44,770 shares worth $14.7M. The position accounts for 1.98% of the portfolio, ranked #12.

Bearing Point Capital first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.6M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bearing Point Capital held 44,770 shares of JPMorgan Chase worth $14.7M as of Q2 2026.
  • Bearing Point Capital bought 82 JPMorgan Chase shares in Q2 2026, an estimated $25.5K.
  • JPMorgan Chase made up 1.98% of Bearing Point Capital's portfolio in Q2 2026, its #12 holding.
  • Bearing Point Capital first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Bearing Point Capital's JPMorgan Chase position peaked at $15.6M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.