Blue Capital Inc’s JPMorgan Chase JPM Stock Holding History

Blue Capital Inc’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	–	Sell	-14,508	Closed	-$4.27M	–	138
2026 Q1	$4.27M	Sell	14,508 -129	-0.9%	-$39.1K	2.79%	5
2025 Q4	$4.72M	Buy	14,637 +15	+0.1%	+$4.64K	3.36%	6
2025 Q3	$4.61M	Sell	14,622 -37	-0.3%	-$11K	3.43%	7
2025 Q2	$4.25M	Buy	+14,659	New	+$3.74M	3.01%	6
2024 Q4	$3.61M	Buy	+15,070	New	+$3.51M	2.55%	7

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

Blue Capital Inc's JPM Position: Q2 2026 in Review

Blue Capital Inc sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 14,508 shares — an estimated $4.27M sold.

Blue Capital Inc first reported a position in JPM in Q4 2024 and held it in 5 quarters. The position peaked at $4.72M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Blue Capital Inc reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Blue Capital Inc sold 14,508 JPMorgan Chase shares in Q2 2026, an estimated $4.27M.
Blue Capital Inc first reported a position in JPMorgan Chase in Q4 2024 and held it in 5 quarters.
Blue Capital Inc's JPMorgan Chase position peaked at $4.72M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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