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Caitong International Asset Management’s JPMorgan Chase JPM Stock Holding History

Caitong International Asset 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 		$941K Buy
+2,876
New +$893K 0.13% 132
2026
Q1 		– Sell
-5,038
Closed -$1.62M – 2833
2025
Q4 		$1.62M Buy
+5,038
New +$1.56M 0.4% 39

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Caitong International Asset Management's JPM Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 2,876 shares worth $941K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in JPM as recently as Q4 2025.

Caitong International Asset Management first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.62M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Caitong International Asset Management held 2,876 shares of JPMorgan Chase worth $941K as of Q2 2026.
  • JPMorgan Chase was a new Caitong International Asset Management position in Q2 2026.
  • JPMorgan Chase made up 0.13% of Caitong International Asset Management's portfolio in Q2 2026, its #132 holding.
  • Caitong International Asset Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Caitong International Asset Management's JPMorgan Chase position peaked at $1.62M in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.