CAL
JPM icon

Capital Advisors Ltd’s JPMorgan Chase JPM Stock Holding History

Capital Advisors Ltd’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 		$3.28M Sell
10,026
-147
-1% -$45.7K 0.33% 51
2026
Q1 		$2.99M Hold
10,173
– – 0.34% 49
2025
Q4 		$3.28M Sell
10,173
-366
-3% -$113K 0.37% 44
2025
Q3 		$3.32M Hold
10,539
– – 0.38% 42
2025
Q2 		$3.06M Buy
10,539
+49
+0.5% +$12.5K 0.38% 42
2025
Q1 		$2.57M Buy
10,490
+72
+0.7% +$18.4K 0.34% 45
2024
Q4 		$2.5M Buy
10,418
+30
+0.3% +$6.99K 0.31% 50
2024
Q3 		$2.19M Buy
10,388
+71
+0.7% +$15K 0.27% 55
2024
Q2 		$2.09M Sell
10,317
-167
-2% -$32.6K 0.27% 58
2024
Q1 		$2.1M Buy
10,484
+159
+2% +$28.7K 0.27% 58
2023
Q4 		$1.76M Sell
10,325
-72
-0.7% -$10.9K 0.25% 63
2023
Q3 		$1.51M Hold
10,397
– – 0.23% 65
2023
Q2 		$1.51M Buy
10,397
+1,328
+15% +$183K 0.23% 66
2023
Q1 		$1.18M Sell
9,069
-1,138
-11% -$156K 0.19% 74
2022
Q4 		$1.19M Buy
10,207
+17
+0.2% +$2.15K 0.21% 75
2022
Q3 		$1.06M Sell
10,190
-746
-7% -$85.6K 0.21% 73
2022
Q2 		$1.23M Buy
10,936
+124
+1% +$15.4K 0.23% 72
2022
Q1 		$1.47M Sell
10,812
-1,068
-9% -$158K 0.25% 65
2021
Q4 		$1.88M Buy
11,880
+1,113
+10% +$183K 0.3% 56
2021
Q3 		$1.76M Buy
10,767
+1,154
+12% +$181K 0.31% 54
2021
Q2 		$1.5M Buy
9,613
+749
+8% +$118K 0.27% 60
2021
Q1 		$1.35M Hold
8,864
– – 0.25% 62
2020
Q4 		$1.13M Sell
8,864
-200
-2% -$22.4K 0.25% 67
2020
Q3 		$873K Hold
9,064
– – 0.22% 69
2020
Q2 		$853K Hold
9,064
– – 0.23% 74
2020
Q1 		$816K Buy
9,064
+4,188
+86% +$509K 0.26% 67
2019
Q4 		$680K Buy
4,876
+310
+7% +$39.8K 0.17% 76
2019
Q3 		$537K Sell
4,566
-93
-2% -$10.5K 0.15% 86
2019
Q2 		$521K Buy
4,659
+1,369
+42% +$151K 0.15% 82
2019
Q1 		$333K Hold
3,290
– – 0.09% 114
2018
Q4 		$321K Hold
3,290
– – 0.09% 114
2018
Q3 		$371K Buy
3,290
+1,355
+70% +$154K 0.1% 106
2018
Q2 		$202K Hold
1,935
– – 0.06% 125
2018
Q1 		$213K Hold
1,935
– – 0.07% 117
2017
Q4 		$207K Hold
1,935
– – 0.07% 117
2017
Q3 		$185K Hold
1,935
– – 0.06% 120
2017
Q2 		$177K Buy
1,935
+670
+53% +$57.8K 0.07% 123
2017
Q1 		$111K Sell
1,265
-116
-8% -$10.2K 0.04% 156
2016
Q4 		$119K Buy
1,381
+87
+7% +$6.63K 0.05% 146
2016
Q3 		$86K Hold
1,294
– – 0.04% 158
2016
Q2 		$80K Sell
1,294
-85
-6% -$5.31K 0.04% 160
2016
Q1 		$82K Hold
1,379
– – 0.04% 158
2015
Q4 		$91K Sell
1,379
-87
-6% -$5.67K 0.05% 145
2015
Q3 		$89K Sell
1,466
-530
-27% -$34.7K 0.05% 144
2015
Q2 		$135K Buy
1,996
+617
+45% +$40.3K 0.07% 119
2015
Q1 		$84K Hold
1,379
– – 0.04% 149
2014
Q4 		$86K Buy
1,379
+79
+6% +$4.75K 0.05% 138
2014
Q3 		$5K Sell
1,300
-379
-23% -$22.2K ﹤0.01% 285
2014
Q2 		$97K Hold
1,679
– – 0.05% 144
2014
Q1 		$102K Hold
1,679
– – 0.06% 137
2013
Q4 		$98K Buy
+1,679
New +$92K 0.07% 111

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

Capital Advisors Ltd's JPM Position: Q2 2026 in Review

Capital Advisors Ltd reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $45.7K and leaving 10,026 shares worth $3.28M. The position accounts for 0.33% of the portfolio, ranked #51.

Capital Advisors Ltd first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.32M in Q3 2025. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Advisors Ltd held 10,026 shares of JPMorgan Chase worth $3.28M as of Q2 2026.
  • Capital Advisors Ltd sold 147 JPMorgan Chase shares in Q2 2026, an estimated $45.7K.
  • JPMorgan Chase made up 0.33% of Capital Advisors Ltd's portfolio in Q2 2026, its #51 holding.
  • Capital Advisors Ltd first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's JPMorgan Chase position peaked at $3.32M in Q3 2025.
  • 3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.