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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blue Capital Inc's JPM Position: Q1 2026 in Review

Blue Capital Inc reduced its JPMorgan Chase (JPM) stake by 0.88% in Q1 2026, selling an estimated $39.1K and leaving 14,508 shares worth $4.27M. The position accounts for 2.79% of the portfolio, ranked #5.

Blue Capital Inc first reported a position in JPM in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.72M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Blue Capital Inc held 14,508 shares of JPMorgan Chase worth $4.27M as of Q1 2026.
  • Blue Capital Inc sold 129 JPMorgan Chase shares in Q1 2026, an estimated $39.1K.
  • JPMorgan Chase made up 2.79% of Blue Capital Inc's portfolio in Q1 2026, its #5 holding.
  • Blue Capital Inc first reported a position in JPMorgan Chase in Q4 2024 and has held it in 5 quarters since.
  • Blue Capital Inc's JPMorgan Chase position peaked at $4.72M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Blue Capital Inc's 13F filing for Q1 2026, filed 24 Apr 2026.