Bellecapital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $478K | Buy |
1,459
+83
| +6% | +$25.8K | 0.08% | 69 |
|
|
2026
Q1 | $405K | Sell |
1,376
-31
| -2% | -$9.41K | 0.07% | 83 |
|
|
2025
Q4 | $453K | Buy |
1,407
+157
| +13% | +$48.6K | 0.08% | 79 |
|
|
2025
Q3 | $394K | Sell |
1,250
-13
| -1% | -$3.87K | 0.06% | 84 |
|
|
2025
Q2 | $366K | Hold |
1,263
| – | – | 0.07% | 91 |
|
|
2025
Q1 | $310K | Buy |
1,263
+140
| +12% | +$35.7K | 0.06% | 95 |
|
|
2024
Q4 | $269K | Sell |
1,123
-17
| -1% | -$3.96K | 0.05% | 116 |
|
|
2024
Q3 | $240K | Buy |
+1,140
| New | +$240K | 0.05% | 134 |
|
|
2020
Q2 | – | Sell |
-5,341
| Closed | -$481K | – | 170 |
|
|
2020
Q1 | $481K | Sell |
5,341
-873
| -14% | -$106K | 0.31% | 71 |
|
|
2019
Q4 | $866K | Sell |
6,214
-632
| -9% | -$81.1K | 0.44% | 54 |
|
|
2019
Q3 | $806K | Buy |
6,846
+565
| +9% | +$63.9K | 0.48% | 48 |
|
|
2019
Q2 | $702K | Sell |
6,281
-220
| -3% | -$24.3K | 0.44% | 51 |
|
|
2019
Q1 | $658K | Buy |
6,501
+2,890
| +80% | +$298K | 0.42% | 57 |
|
|
2018
Q4 | $353K | Buy |
3,611
+740
| +26% | +$78.8K | 0.25% | 69 |
|
|
2018
Q3 | $324K | Hold |
2,871
| – | – | 0.21% | 68 |
|
|
2018
Q2 | $299K | Hold |
2,871
| – | – | 0.22% | 67 |
|
|
2018
Q1 | $316K | Sell |
2,871
-3,389
| -54% | -$384K | 0.3% | 62 |
|
|
2017
Q4 | $669K | Buy |
6,260
+4,110
| +191% | +$416K | 0.54% | 37 |
|
|
2017
Q3 | $205K | Sell |
2,150
-3,417
| -61% | -$315K | 0.24% | 67 |
|
|
2017
Q2 | $509K | Hold |
5,567
| – | – | 0.45% | 39 |
|
|
2017
Q1 | $489K | Hold |
5,567
| – | – | 0.45% | 41 |
|
|
2016
Q4 | $480K | Buy |
5,567
+850
| +18% | +$64.8K | 0.43% | 45 |
|
|
2016
Q3 | $304K | Hold |
4,717
| – | – | 0.34% | 49 |
|
|
2016
Q2 | $293K | Hold |
4,717
| – | – | 0.32% | 47 |
|
|
2016
Q1 | $269K | Hold |
4,717
| – | – | 0.36% | 42 |
|
|
2015
Q4 | $311K | Hold |
4,717
| – | – | 0.4% | 41 |
|
|
2015
Q3 | $288K | Hold |
4,717
| – | – | 0.43% | 39 |
|
|
2015
Q2 | $320K | Buy |
4,717
+1,300
| +38% | +$84.9K | 0.41% | 40 |
|
|
2015
Q1 | $207K | Hold |
3,417
| – | – | 0.28% | 47 |
|
|
2014
Q4 | $214K | Hold |
3,417
| – | – | 0.29% | 51 |
|
|
2014
Q3 | $206K | Buy |
+3,417
| New | +$200K | 0.24% | 50 |
|
|
2014
Q2 | – | Sell |
-3,417
| Closed | -$207K | – | 76 |
|
|
2014
Q1 | $207K | Hold |
3,417
| – | – | 0.18% | 74 |
|
|
2013
Q4 | $200K | Buy |
+3,417
| New | +$187K | 0.19% | 71 |
|
Other funds holding JPM
Bellecapital's JPM Position: Q2 2026 in Review
Bellecapital increased its JPMorgan Chase (JPM) stake by 6% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,459 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #69.
Bellecapital first reported a position in JPM in Q4 2013 and has held it in 33 quarters since. The position peaked at $866K in Q4 2019. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Bellecapital held 1,459 shares of JPMorgan Chase worth $478K as of Q2 2026.
- Bellecapital bought 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
- JPMorgan Chase made up 0.08% of Bellecapital's portfolio in Q2 2026, its #69 holding.
- Bellecapital first reported a position in JPMorgan Chase in Q4 2013 and has held it in 33 quarters since.
- Bellecapital's JPMorgan Chase position peaked at $866K in Q4 2019.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.