Capital Advisors Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $167M | Sell |
566,978
-285
| -0.1% | -$86.5K | 2.68% | 5 |
|
|
2025
Q4 | $183M | Buy |
567,263
+6,479
| +1% | +$2.01M | 2.94% | 5 |
|
|
2025
Q3 | $177M | Buy |
560,784
+24,965
| +5% | +$7.42M | 2.96% | 5 |
|
|
2025
Q2 | $155M | Buy |
535,819
+28,779
| +6% | +$7.34M | 2.79% | 5 |
|
|
2025
Q1 | $124M | Buy |
507,040
+17,257
| +4% | +$4.4M | 2.48% | 6 |
|
|
2024
Q4 | $117M | Buy |
489,783
+4,533
| +0.9% | +$1.06M | 2.34% | 7 |
|
|
2024
Q3 | $102M | Sell |
485,250
-76,389
| -14% | -$16.1M | 2.05% | 7 |
|
|
2024
Q2 | $114M | Buy |
561,639
+10,033
| +2% | +$1.96M | 2.35% | 7 |
|
|
2024
Q1 | $110M | Sell |
551,606
-57,251
| -9% | -$10.3M | 2.37% | 5 |
|
|
2023
Q4 | $104M | Buy |
608,857
+74,464
| +14% | +$11.3M | 2.32% | 5 |
|
|
2023
Q3 | $77.5M | Buy |
534,393
+21,044
| +4% | +$3.15M | 2.03% | 6 |
|
|
2023
Q2 | $74.7M | Buy |
513,349
+54,704
| +12% | +$7.52M | 1.9% | 5 |
|
|
2023
Q1 | $59.8M | Buy |
458,645
+9,470
| +2% | +$1.3M | 1.61% | 12 |
|
|
2022
Q4 | $60.2M | Buy |
449,175
+62,839
| +16% | +$7.96M | 1.71% | 11 |
|
|
2022
Q3 | $43M | Buy |
386,336
+74,197
| +24% | +$8.51M | 1.33% | 21 |
|
|
2022
Q2 | $35.1M | Buy |
312,139
+20,533
| +7% | +$2.54M | 1.05% | 33 |
|
|
2022
Q1 | $39.8M | Buy |
291,606
+4,788
| +2% | +$707K | 1.09% | 29 |
|
|
2021
Q4 | $45.4M | Buy |
286,818
+8,482
| +3% | +$1.39M | 1.22% | 22 |
|
|
2021
Q3 | $45.6M | Buy |
278,336
+5,978
| +2% | +$937K | 1.35% | 18 |
|
|
2021
Q2 | $42.4M | Buy |
272,358
+13,979
| +5% | +$2.2M | 1.27% | 18 |
|
|
2021
Q1 | $39.3M | Sell |
258,379
-11,728
| -4% | -$1.69M | 1.29% | 16 |
|
|
2020
Q4 | $34.3M | Buy |
270,107
+12,218
| +5% | +$1.37M | 1.22% | 18 |
|
|
2020
Q3 | $24.8M | Buy |
257,889
+3,949
| +2% | +$388K | 1.01% | 32 |
|
|
2020
Q2 | $24.7M | Buy |
253,940
+50,968
| +25% | +$4.84M | 1.03% | 30 |
|
|
2020
Q1 | $18.3M | Buy |
202,972
+41,840
| +26% | +$5.08M | 0.99% | 36 |
|
|
2019
Q4 | $22.5M | Buy |
161,132
+26,954
| +20% | +$3.46M | 0.97% | 28 |
|
|
2019
Q3 | $15M | Hold |
134,178
| – | – | 0.74% | 33 |
|
|
2019
Q2 | $15M | Buy |
134,178
+57,977
| +76% | +$6.39M | 0.74% | 33 |
|
|
2019
Q1 | $7.71M | Buy |
76,201
+60,864
| +397% | +$6.27M | 0.83% | 16 |
|
|
2018
Q4 | $1.41M | Buy |
15,337
+5,368
| +54% | +$572K | 0.09% | 106 |
|
|
2018
Q3 | $1.13M | Sell |
9,969
-317
| -3% | -$36K | 0.07% | 116 |
|
|
2018
Q2 | $1.07M | Sell |
10,286
-170
| -2% | -$18.6K | 0.06% | 120 |
|
|
2018
Q1 | $1.15M | Sell |
10,456
-29,508
| -74% | -$3.34M | 0.07% | 123 |
|
|
2017
Q4 | $4.27M | Buy |
39,964
+922
| +2% | +$93.4K | 0.25% | 88 |
|
|
2017
Q3 | $3.73M | Sell |
39,042
-3,017
| -7% | -$278K | 0.23% | 90 |
|
|
2017
Q2 | $3.84M | Buy |
42,059
+29,947
| +247% | +$2.58M | 0.24% | 90 |
|
|
2017
Q1 | $1.06M | Sell |
12,112
-973
| -7% | -$85.8K | 0.07% | 110 |
|
|
2016
Q4 | $1.13M | Buy |
13,085
+6,326
| +94% | +$482K | 0.08% | 110 |
|
|
2016
Q3 | $450K | Sell |
6,759
-578
| -8% | -$37.7K | 0.07% | 89 |
|
|
2016
Q2 | $456K | Buy |
7,337
+477
| +7% | +$29.8K | 0.07% | 91 |
|
|
2016
Q1 | $406K | Sell |
6,860
-975
| -12% | -$56.9K | 0.07% | 90 |
|
|
2015
Q4 | $517K | Buy |
7,835
+824
| +12% | +$53.7K | 0.09% | 89 |
|
|
2015
Q3 | $427K | Sell |
7,011
-281
| -4% | -$18.4K | 0.08% | 92 |
|
|
2015
Q2 | $494K | Sell |
7,292
-3,630
| -33% | -$237K | 0.08% | 82 |
|
|
2015
Q1 | $662K | Buy |
10,922
+4,098
| +60% | +$243K | 0.08% | 83 |
|
|
2014
Q4 | $427K | Buy |
6,824
+1,908
| +39% | +$115K | 0.08% | 91 |
|
|
2014
Q3 | $296K | Buy |
4,916
+133
| +3% | +$7.78K | 0.06% | 93 |
|
|
2014
Q2 | $276K | Sell |
4,783
-4,128
| -46% | -$232K | 0.05% | 100 |
|
|
2014
Q1 | $541K | Sell |
8,911
-490
| -5% | -$28.3K | 0.12% | 74 |
|
|
2013
Q4 | $550K | Buy |
9,401
+185
| +2% | +$10.1K | 0.12% | 75 |
|
|
2013
Q3 | $476K | Sell |
9,216
-4,640
| -33% | -$249K | 0.11% | 76 |
|
|
2013
Q2 | $731K | Buy |
+13,856
| New | +$704K | 0.2% | 65 |
|
Other funds holding JPM
VCM
VPM
Capital Advisors Inc's JPM Position: Q1 2026 in Review
Capital Advisors Inc reduced its JPMorgan Chase (JPM) stake by 0.05% in Q1 2026, selling an estimated $86.5K and leaving 566,978 shares worth $167M. The position accounts for 2.68% of the portfolio, ranked #5.
Capital Advisors Inc first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $183M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Capital Advisors Inc held 566,978 shares of JPMorgan Chase worth $167M as of Q1 2026.
- Capital Advisors Inc sold 285 JPMorgan Chase shares in Q1 2026, an estimated $86.5K.
- JPMorgan Chase made up 2.68% of Capital Advisors Inc's portfolio in Q1 2026, its #5 holding.
- Capital Advisors Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Capital Advisors Inc's JPMorgan Chase position peaked at $183M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.