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Caldwell Sutter Capital’s JPMorgan Chase JPM Stock Holding History

Caldwell Sutter Capital’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 		$2.35M Sell
7,167
-1,829
-20% -$568K 0.88% 23
2026
Q1 		$2.65M Sell
8,996
-230
-2% -$69.8K 1.08% 19
2025
Q4 		$2.97M Sell
9,226
-131
-1% -$40.6K 1.26% 13
2025
Q3 		$2.95M Sell
9,357
-131
-1% -$39K 1.26% 14
2025
Q2 		$2.75M Sell
9,488
-84
-0.9% -$21.4K 1.26% 14
2025
Q1 		$2.35M Sell
9,572
-538
-5% -$137K 1.12% 16
2024
Q4 		$2.42M Buy
10,110
+712
+8% +$166K 1.13% 15
2024
Q3 		$1.98M Sell
9,398
-133
-1% -$28K 0.92% 24
2024
Q2 		$1.93M Buy
9,531
+517
+6% +$101K 0.95% 18
2024
Q1 		$1.81M Sell
9,014
-164
-2% -$29.6K 0.87% 22
2023
Q4 		$1.56M Sell
9,178
-65
-0.7% -$9.85K 0.79% 30
2023
Q3 		$1.34M Sell
9,243
-351
-4% -$52.6K 0.74% 32
2023
Q2 		$1.4M Buy
9,594
+3,331
+53% +$458K 0.73% 31
2023
Q1 		$816K Buy
6,263
+2,342
+60% +$321K 0.59% 44
2022
Q4 		$526K Buy
+3,921
New +$497K 0.46% 58

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

Caldwell Sutter Capital's JPM Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2026, selling an estimated $568K and leaving 7,167 shares worth $2.35M. The position accounts for 0.88% of the portfolio, ranked #23.

Caldwell Sutter Capital first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.97M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Caldwell Sutter Capital held 7,167 shares of JPMorgan Chase worth $2.35M as of Q2 2026.
  • Caldwell Sutter Capital sold 1,829 JPMorgan Chase shares in Q2 2026, an estimated $568K.
  • JPMorgan Chase made up 0.88% of Caldwell Sutter Capital's portfolio in Q2 2026, its #23 holding.
  • Caldwell Sutter Capital first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's JPMorgan Chase position peaked at $2.97M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.