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Cape Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Cape Investment Advisory’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 		$1.41M Sell
4,306
-14
-0.3% -$4.35K 0.38% 51
2026
Q1 		$1.27M Buy
4,320
+405
+10% +$123K 0.42% 51
2025
Q4 		$1.26M Buy
3,915
+1,157
+42% +$358K 0.39% 49
2025
Q3 		$870K Sell
2,758
-621
-18% -$185K 0.86% 30
2025
Q2 		$980K Sell
3,379
-512
-13% -$131K 0.36% 55
2025
Q1 		$955K Sell
3,891
-8
-0.2% -$2.04K 0.38% 55
2024
Q4 		$935K Sell
3,899
-15
-0.4% -$3.49K 0.37% 57
2024
Q3 		$825K Buy
3,914
+48
+1% +$10.1K 0.33% 68
2024
Q2 		$782K Sell
3,866
-459
-11% -$89.7K 0.35% 63
2024
Q1 		$866K Buy
4,325
+120
+3% +$21.7K 0.41% 55
2023
Q4 		$715K Buy
4,205
+651
+18% +$98.7K 0.35% 58
2023
Q3 		$515K Buy
3,554
+552
+18% +$82.7K 0.29% 65
2023
Q2 		$437K Buy
3,002
+167
+6% +$23K 0.24% 71
2023
Q1 		$369K Buy
+2,835
New +$388K 0.23% 75

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Cape Investment Advisory's JPM Position: Q2 2026 in Review

Cape Investment Advisory reduced its JPMorgan Chase (JPM) stake by 0.32% in Q2 2026, selling an estimated $4.35K and leaving 4,306 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #51.

Cape Investment Advisory first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 3,258 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cape Investment Advisory held 4,306 shares of JPMorgan Chase worth $1.41M as of Q2 2026.
  • Cape Investment Advisory sold 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
  • JPMorgan Chase made up 0.38% of Cape Investment Advisory's portfolio in Q2 2026, its #51 holding.
  • Cape Investment Advisory first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 3,258 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.