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Capital Analysts LLC’s JPMorgan Chase JPM Stock Holding History

Capital Analysts LLC’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 		$16M Sell
48,924
-680
-1% -$211K 0.37% 62
2026
Q1 		$14.6M Sell
49,604
-467
-0.9% -$142K 0.38% 62
2025
Q4 		$16.1M Sell
50,071
-533
-1% -$165K 0.45% 48
2025
Q3 		$16M Sell
50,604
-2,228
-4% -$663K 0.47% 47
2025
Q2 		$15.3M Sell
52,832
-2,164
-4% -$552K 0.51% 39
2025
Q1 		$13.5M Sell
54,996
-354
-0.6% -$90.2K 0.5% 42
2024
Q4 		$13.3M Sell
55,350
-1,304
-2% -$304K 0.53% 38
2024
Q3 		$11.9M Buy
56,654
+2,150
+4% +$453K 0.49% 45
2024
Q2 		$11M Sell
54,504
-12
-0% -$2.35K 0.49% 43
2024
Q1 		$10.9M Sell
54,516
-1,478
-3% -$267K 0.51% 43
2023
Q4 		$9.53M Buy
55,994
+1,641
+3% +$249K 0.48% 44
2023
Q3 		$7.88M Buy
54,353
+1,216
+2% +$182K 0.44% 52
2023
Q2 		$7.73M Buy
53,137
+13,165
+33% +$1.81M 0.43% 49
2023
Q1 		$5.21M Buy
39,972
+480
+1% +$65.8K 0.3% 81
2022
Q4 		$5.3M Buy
39,492
+1,338
+4% +$170K 0.32% 68
2022
Q3 		$3.99M Buy
38,154
+1,407
+4% +$161K 0.27% 80
2022
Q2 		$4.14M Buy
36,747
+450
+1% +$55.8K 0.29% 76
2022
Q1 		$4.95M Sell
36,297
-926
-2% -$137K 0.31% 73
2021
Q4 		$5.89M Sell
37,223
-1,290
-3% -$212K 0.36% 58
2021
Q3 		$6.3M Buy
38,513
+215
+0.6% +$33.7K 0.41% 48
2021
Q2 		$5.96M Sell
38,298
-1,325
-3% -$208K 0.4% 50
2021
Q1 		$6.03M Buy
39,623
+8,049
+25% +$1.16M 0.42% 43
2020
Q4 		$4.01M Sell
31,574
-1,434
-4% -$160K 0.35% 59
2020
Q3 		$3.18M Buy
33,008
+1,618
+5% +$159K 0.3% 72
2020
Q2 		$2.95M Buy
31,390
+107
+0.3% +$10.2K 0.31% 73
2020
Q1 		$2.82M Sell
31,283
-1,448
-4% -$176K 0.35% 65
2019
Q4 		$4.56M Buy
32,731
+774
+2% +$99.3K 0.45% 46
2019
Q3 		$3.76M Buy
31,957
+340
+1% +$38.5K 0.4% 60
2019
Q2 		$3.54M Buy
31,617
+75
+0.2% +$8.27K 0.39% 62
2019
Q1 		$3.19M Sell
31,542
-621
-2% -$64K 0.37% 63
2018
Q4 		$3.14M Sell
32,163
-614
-2% -$65.4K 0.41% 55
2018
Q3 		$3.7M Sell
32,777
-382
-1% -$43.4K 0.42% 54
2018
Q2 		$3.46M Buy
33,159
+488
+1% +$53.5K 0.41% 55
2018
Q1 		$3.59M Buy
32,671
+421
+1% +$47.7K 0.44% 49
2017
Q4 		$3.45M Sell
32,250
-1,371
-4% -$139K 0.43% 56
2017
Q3 		$3.21M Buy
33,621
+204
+0.6% +$18.8K 0.43% 56
2017
Q2 		$3.05M Buy
33,417
+17
+0.1% +$1.47K 0.44% 50
2017
Q1 		$2.93M Sell
33,400
-6,747
-17% -$595K 0.46% 40
2016
Q4 		$3.46M Sell
40,147
-6,012
-13% -$458K 0.61% 27
2016
Q3 		$3.07M Sell
46,159
-2,120
-4% -$138K 0.58% 34
2016
Q2 		$3M Sell
48,279
-173
-0.4% -$10.8K 0.6% 39
2016
Q1 		$2.87M Buy
48,452
+1,116
+2% +$65.2K 0.58% 42
2015
Q4 		$3.13M Buy
47,336
+613
+1% +$39.9K 0.64% 31
2015
Q3 		$2.85M Buy
46,723
+1,953
+4% +$128K 0.54% 46
2015
Q2 		$3.03M Buy
44,770
+1,722
+4% +$112K 0.62% 30
2015
Q1 		$2.61M Sell
43,048
-1,974
-4% -$117K 0.54% 42
2014
Q4 		$2.82M Buy
45,022
+1,879
+4% +$113K 0.62% 32
2014
Q3 		$2.6M Buy
43,143
+36,643
+564% +$2.14M 0.61% 33
2014
Q2 		$375K Buy
6,500
+652
+11% +$36.7K 0.09% 116
2014
Q1 		$355K Buy
5,848
+928
+19% +$53.6K 0.09% 114
2013
Q4 		$288K Buy
4,920
+202
+4% +$11.1K 0.08% 116
2013
Q3 		$244K Sell
4,718
-2,448
-34% -$131K 0.07% 117
2013
Q2 		$378K Buy
+7,166
New +$364K 0.12% 115

Other funds holding JPM

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 22.94% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital Analysts LLC's JPM Position: Q2 2026 in Review

Capital Analysts LLC reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $211K and leaving 48,924 shares worth $16M. The position accounts for 0.37% of the portfolio, ranked #62.

Capital Analysts LLC first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.1M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Analysts LLC held 48,924 shares of JPMorgan Chase worth $16M as of Q2 2026.
  • Capital Analysts LLC sold 680 JPMorgan Chase shares in Q2 2026, an estimated $211K.
  • JPMorgan Chase made up 0.37% of Capital Analysts LLC's portfolio in Q2 2026, its #62 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Capital Analysts LLC's JPMorgan Chase position peaked at $16.1M in Q4 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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