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Boreal Capital Management’s JPMorgan Chase JPM Stock Holding History

Boreal 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 		$697K Sell
2,131
-259
-11% -$80.4K 0.52% 51
2026
Q1 		$703K Sell
2,390
-212
-8% -$64.3K 0.57% 44
2025
Q4 		$838K Buy
2,602
+58
+2% +$18K 0.63% 43
2025
Q3 		$802K Buy
2,544
+103
+4% +$30.6K 0.65% 40
2025
Q2 		$708K Buy
+2,441
New +$623K 0.58% 39

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

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

Boreal Capital Management reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $80.4K and leaving 2,131 shares worth $697K. The position accounts for 0.52% of the portfolio, ranked #51.

Boreal Capital Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $838K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Boreal Capital Management held 2,131 shares of JPMorgan Chase worth $697K as of Q2 2026.
  • Boreal Capital Management sold 259 JPMorgan Chase shares in Q2 2026, an estimated $80.4K.
  • JPMorgan Chase made up 0.52% of Boreal Capital Management's portfolio in Q2 2026, its #51 holding.
  • Boreal Capital Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's JPMorgan Chase position peaked at $838K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.