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Capital Asset Management’s JPMorgan Chase JPM Stock Holding History

Capital Asset Management’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 		– Sell
-1,087
Closed -$320K – 64
2026
Q1 		$320K Sell
1,087
-76
-7% -$23.1K 0.36% 57
2025
Q4 		$375K Buy
+1,163
New +$360K 0.42% 55

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
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

Capital Asset Management's JPM Position: Q2 2026 in Review

Capital Asset Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,087 shares — an estimated $320K sold.

Capital Asset Management first reported a position in JPM in Q4 2025 and held it in 2 quarters. The position peaked at $375K in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Asset Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Capital Asset Management sold 1,087 JPMorgan Chase shares in Q2 2026, an estimated $320K.
  • Capital Asset Management first reported a position in JPMorgan Chase in Q4 2025 and held it in 2 quarters.
  • Capital Asset Management's JPMorgan Chase position peaked at $375K in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.