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BluePath Capital Management’s JPMorgan Chase JPM Stock Holding History

BluePath Capital Management’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 		$1.75M Buy
5,355
+472
+10% +$147K 0.96% 20
2026
Q1 		$1.44M Buy
4,883
+223
+5% +$67.7K 0.99% 22
2025
Q4 		$1.5M Buy
4,660
+739
+19% +$229K 1.01% 20
2025
Q3 		$1.24M Buy
3,921
+226
+6% +$67.2K 0.9% 31
2025
Q2 		$1.07M Buy
3,695
+29
+0.8% +$7.4K 0.94% 25
2025
Q1 		$899K Sell
3,666
-2,832
-44% -$722K 0.94% 21
2024
Q4 		$1.59M Buy
6,498
+786
+14% +$183K 0.85% 23
2024
Q3 		$1.2M Sell
5,712
-3,657
-39% -$770K 0.74% 22
2024
Q2 		$1.89M Buy
9,369
+1,255
+15% +$245K 1.33% 15
2024
Q1 		$1.63M Buy
8,114
+277
+4% +$50K 1.23% 15
2023
Q4 		$1.34M Buy
7,837
+933
+14% +$141K 1.14% 14
2023
Q3 		$1M Buy
+6,904
New +$1.03M 0.92% 15

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

BluePath Capital Management's JPM Position: Q2 2026 in Review

BluePath Capital Management increased its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, buying an estimated $147K and bringing the position to 5,355 shares worth $1.75M. The position accounts for 0.96% of the portfolio, ranked #20.

BluePath Capital Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.89M in Q2 2024. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BluePath Capital Management held 5,355 shares of JPMorgan Chase worth $1.75M as of Q2 2026.
  • BluePath Capital Management bought 472 JPMorgan Chase shares in Q2 2026, an estimated $147K.
  • JPMorgan Chase made up 0.96% of BluePath Capital Management's portfolio in Q2 2026, its #20 holding.
  • BluePath Capital Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • BluePath Capital Management's JPMorgan Chase position peaked at $1.89M in Q2 2024.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.