Capital City Trust’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 | $5.99M | Buy |
20,357
+113
| +0.6% | +$34.3K | 1.37% | 20 |
|
|
2025
Q4 | $6.52M | Buy |
20,244
+651
| +3% | +$202K | 1.45% | 19 |
|
|
2025
Q3 | $6.18M | Buy |
19,593
+1,257
| +7% | +$374K | 1.51% | 18 |
|
|
2025
Q2 | $5.32M | Buy |
18,336
+1,213
| +7% | +$310K | 1.38% | 21 |
|
|
2025
Q1 | $4.2M | Buy |
17,123
+1,061
| +7% | +$270K | 1.15% | 31 |
|
|
2024
Q4 | $3.85M | Buy |
16,062
+2,283
| +17% | +$532K | 0.96% | 34 |
|
|
2024
Q3 | $2.91M | Buy |
13,779
+3,119
| +29% | +$657K | 0.72% | 41 |
|
|
2024
Q2 | $2.16M | Buy |
10,660
+1,244
| +13% | +$243K | 0.59% | 45 |
|
|
2024
Q1 | $1.89M | Buy |
9,416
+443
| +5% | +$79.9K | 0.53% | 49 |
|
|
2023
Q4 | $1.53M | Buy |
8,973
+1,438
| +19% | +$218K | 0.45% | 57 |
|
|
2023
Q3 | $1.09M | Buy |
7,535
+2,109
| +39% | +$316K | 0.36% | 63 |
|
|
2023
Q2 | $789K | Sell |
5,426
-213
| -4% | -$29.3K | 0.25% | 70 |
|
|
2023
Q1 | $735K | Buy |
5,639
+879
| +18% | +$120K | 0.23% | 70 |
|
|
2022
Q4 | $638K | Buy |
4,760
+376
| +9% | +$47.6K | 0.21% | 72 |
|
|
2022
Q3 | $459K | Sell |
4,384
-100
| -2% | -$11.5K | 0.16% | 83 |
|
|
2022
Q2 | $505K | Buy |
4,484
+634
| +16% | +$78.6K | 0.16% | 82 |
|
|
2022
Q1 | $525K | Sell |
3,850
-57
| -1% | -$8.41K | 0.15% | 86 |
|
|
2021
Q4 | $619K | Buy |
3,907
+590
| +18% | +$96.9K | 0.18% | 80 |
|
|
2021
Q3 | $543K | Sell |
3,317
-382
| -10% | -$59.9K | 0.17% | 86 |
|
|
2021
Q2 | $576K | Sell |
3,699
-669
| -15% | -$105K | 0.17% | 85 |
|
|
2021
Q1 | $665K | Buy |
4,368
+938
| +27% | +$135K | 0.21% | 80 |
|
|
2020
Q4 | $435K | Sell |
3,430
-565
| -14% | -$63.2K | 0.15% | 90 |
|
|
2020
Q3 | $385K | Buy |
3,995
+382
| +11% | +$37.5K | 0.14% | 88 |
|
|
2020
Q2 | $339K | Sell |
3,613
-1,150
| -24% | -$109K | 0.13% | 92 |
|
|
2020
Q1 | $429 | Buy |
4,763
+2,192
| +85% | +$266K | 0.19% | 80 |
|
|
2019
Q4 | $358K | Buy |
2,571
+695
| +37% | +$89.1K | 0.14% | 90 |
|
|
2019
Q3 | $221K | Buy |
1,876
+27
| +1% | +$3.05K | 0.1% | 92 |
|
|
2019
Q2 | $207K | Buy |
+1,849
| New | +$204K | 0.09% | 94 |
|
|
2014
Q1 | – | Sell |
-4,080
| Closed | -$239K | – | 98 |
|
|
2013
Q4 | $239K | Sell |
4,080
-376
| -8% | -$20.6K | 0.1% | 93 |
|
|
2013
Q3 | $230 | Buy |
4,456
+1,126
| +34% | +$60.4K | 0.1% | 90 |
|
|
2013
Q2 | $176K | Buy |
+3,330
| New | +$169K | 0.08% | 91 |
|
Other funds holding JPM
VCM
VPM
Capital City Trust's JPM Position: Q1 2026 in Review
Capital City Trust increased its JPMorgan Chase (JPM) stake by 0.56% in Q1 2026, buying an estimated $34.3K and bringing the position to 20,357 shares worth $5.99M. The position accounts for 1.37% of the portfolio, ranked #20.
Capital City Trust first reported a position in JPM in Q2 2013 and has held it in 31 quarters since. The position peaked at $6.52M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Capital City Trust held 20,357 shares of JPMorgan Chase worth $5.99M as of Q1 2026.
- Capital City Trust bought 113 JPMorgan Chase shares in Q1 2026, an estimated $34.3K.
- JPMorgan Chase made up 1.37% of Capital City Trust's portfolio in Q1 2026, its #20 holding.
- Capital City Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 31 quarters since.
- Capital City Trust's JPMorgan Chase position peaked at $6.52M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Capital City Trust's 13F filing for Q1 2026, filed 1 May 2026.