Capital Advantage’s JPMorgan Chase JPM Stock Holding History

Capital Advantage’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	$1.07M	Sell	3,262 -10	-0.3%	-$3.1K	0.13%	67
2026 Q1	$963K	Buy	3,272 +83	+3%	+$25.2K	0.13%	70
2025 Q4	$1.03M	Sell	3,189 -21	-0.7%	-$6.5K	0.14%	65
2025 Q3	$1.01M	Buy	3,210 +1	+0%	+$297	0.15%	61
2025 Q2	$930K	Sell	3,209 -159	-5%	-$40.6K	0.15%	64
2025 Q1	$807K	Hold	3,368	–	–	0.15%	62
2024 Q4	$807K	Buy	+3,368	New	+$784K	0.15%	62
2021 Q2	–	Sell	-2,050	Closed	-$312K	–	78
2021 Q1	$312K	Buy	2,050 +145	+8%	+$20.9K	0.09%	86
2020 Q4	$239K	Buy	+1,905	New	+$213K	0.07%	95
2020 Q3	–	Sell	-2,216	Closed	-$208K	–	97
2020 Q2	$208K	Buy	2,216 +4	+0.2%	+$380	0.07%	87
2020 Q1	$211K	Buy	2,212 +5	+0.2%	+$607	0.08%	83
2019 Q4	$294K	Buy	2,207 +66	+3%	+$8.46K	0.09%	73
2019 Q3	$252K	Buy	+2,141	New	+$242K	0.09%	76
2019 Q1	–	Sell	-2,155	Closed	-$210K	–	81
2018 Q4	$210K	Buy	2,155 +24	+1%	+$2.56K	0.08%	67
2018 Q3	$241K	Buy	2,131 +1	+0%	+$114	0.06%	70
2018 Q2	$222K	Buy	2,130 +234	+12%	+$25.7K	0.05%	75
2018 Q1	$209K	Buy	+1,896	New	+$215K	0.05%	71
2017 Q2	–	Sell	-2,594	Closed	-$228K	–	78
2017 Q1	$228K	Sell	2,594 -213	-8%	-$18.8K	0.06%	73
2016 Q4	$242K	Buy	+2,807	New	+$214K	0.07%	71

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

Capital Advantage's JPM Position: Q2 2026 in Review

Capital Advantage reduced its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, selling an estimated $3.1K and leaving 3,262 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #67.

Capital Advantage first reported a position in JPM in Q4 2016 and has held it in 19 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Capital Advantage held 3,262 shares of JPMorgan Chase worth $1.07M as of Q2 2026.
Capital Advantage sold 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
JPMorgan Chase made up 0.13% of Capital Advantage's portfolio in Q2 2026, its #67 holding.
Capital Advantage first reported a position in JPMorgan Chase in Q4 2016 and has held it in 19 quarters since.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.