Caitlin John’s JPMorgan Chase JPM Stock Holding History

Caitlin John’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	$545K	Buy	1,664 +625	+60%	+$194K	0.3%	83
2026 Q1	$306K	Buy	1,039 +1,000	+2,564%	+$303K	0.18%	103
2025 Q4	$12.7K	Hold	39	–	–	0.01%	510
2025 Q3	$12.4K	Buy	+39	New	+$11.6K	0.01%	463
2025 Q1	–	Sell	-16	Closed	-$3.95K	–	477
2024 Q4	$3.95K	Hold	16	–	–	﹤0.01%	589
2024 Q3	$3.97K	Hold	16	–	–	﹤0.01%	591
2024 Q2	$3.32K	Sell	16 -5	-24%	-$978	﹤0.01%	598
2024 Q1	$4.3K	Sell	21 -1	-5%	-$180	﹤0.01%	592
2023 Q4	$3.81K	Buy	+22	New	+$3.33K	﹤0.01%	599

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

Caitlin John's JPM Position: Q2 2026 in Review

Caitlin John increased its JPMorgan Chase (JPM) stake by 60% in Q2 2026, buying an estimated $194K and bringing the position to 1,664 shares worth $545K. The position accounts for 0.3% of the portfolio, ranked #83.

Caitlin John first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Caitlin John held 1,664 shares of JPMorgan Chase worth $545K as of Q2 2026.
Caitlin John bought 625 JPMorgan Chase shares in Q2 2026, an estimated $194K.
JPMorgan Chase made up 0.3% of Caitlin John's portfolio in Q2 2026, its #83 holding.
Caitlin John first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.