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Capital Counsel’s JPMorgan Chase JPM Stock Holding History

Capital Counsel’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
Q1 		$464K Buy
1,579
+98
+7% +$29.7K 0.02% 43
2025
Q4 		$477K Hold
1,481
– – 0.02% 41
2025
Q3 		$467K Sell
1,481
-45
-3% -$13.4K 0.02% 42
2025
Q2 		$442K Sell
1,526
-583
-28% -$149K 0.02% 39
2025
Q1 		$517K Buy
2,109
+549
+35% +$140K 0.02% 37
2024
Q4 		$374K Sell
1,560
-50
-3% -$11.6K 0.02% 42
2024
Q3 		$339K Buy
1,610
+36
+2% +$7.58K 0.01% 43
2024
Q2 		$318K Sell
1,574
-150
-9% -$29.3K 0.01% 44
2024
Q1 		$345K Buy
1,724
+440
+34% +$79.4K 0.02% 43
2023
Q4 		$218K Sell
1,284
-410
-24% -$62.1K 0.01% 48
2023
Q3 		$246K Hold
1,694
– – 0.01% 46
2023
Q2 		$246K Buy
+1,694
New +$233K 0.01% 49
2023
Q1 		– Sell
-2,714
Closed -$364K – 52
2022
Q4 		$364K Buy
2,714
+400
+17% +$50.7K 0.02% 43
2022
Q3 		$242K Sell
2,314
-100
-4% -$11.5K 0.02% 48
2022
Q2 		$272K Sell
2,414
-221
-8% -$27.4K 0.02% 47
2022
Q1 		$359K Sell
2,635
-82
-3% -$12.1K 0.02% 47
2021
Q4 		$430K Hold
2,717
– – 0.02% 45
2021
Q3 		$445K Hold
2,717
– – 0.02% 43
2021
Q2 		$423K Sell
2,717
-324
-11% -$50.9K 0.02% 45
2021
Q1 		$463K Hold
3,041
– – 0.03% 47
2020
Q4 		$386K Hold
3,041
– – 0.02% 50
2020
Q3 		$293K Sell
3,041
-176
-5% -$17.3K 0.02% 52
2020
Q2 		$303K Sell
3,217
-2,018
-39% -$191K 0.02% 50
2020
Q1 		$471K Buy
5,235
+384
+8% +$46.7K 0.04% 40
2019
Q4 		$676K Buy
4,851
+350
+8% +$44.9K 0.04% 40
2019
Q3 		$530K Buy
4,501
+2,000
+80% +$226K 0.04% 42
2019
Q2 		$280K Sell
2,501
-50
-2% -$5.51K 0.02% 52
2019
Q1 		$258K Buy
2,551
+50
+2% +$5.15K 0.02% 54
2018
Q4 		$244K Sell
2,501
-3
-0.1% -$320 0.02% 52
2018
Q3 		$283K Hold
2,504
– – 0.02% 57
2018
Q2 		$261K Sell
2,504
-1
-0% -$110 0.02% 53
2018
Q1 		$275K Buy
2,505
+184
+8% +$20.8K 0.02% 54
2017
Q4 		$248K Buy
+2,321
New +$235K 0.02% 55
2016
Q1 		– Sell
-5,137
Closed -$339K – 96
2015
Q4 		$339K Sell
5,137
-33
-0.6% -$2.15K 0.02% 101
2015
Q3 		$315K Sell
5,170
-1,425
-22% -$93.3K 0.02% 91
2015
Q2 		$447K Hold
6,595
– – 0.02% 87
2015
Q1 		$400K Hold
6,595
– – 0.02% 93
2014
Q4 		$413K Buy
6,595
+63
+1% +$3.79K 0.02% 89
2014
Q3 		$393K Sell
6,532
-700
-10% -$40.9K 0.02% 86
2014
Q2 		$417K Hold
7,232
– – 0.02% 86
2014
Q1 		$439K Hold
7,232
– – 0.02% 84
2013
Q4 		$423K Sell
7,232
-620
-8% -$34K 0.02% 94
2013
Q3 		$406K Sell
7,852
-2,159
-22% -$116K 0.02% 86
2013
Q2 		$528K Buy
+10,011
New +$509K 0.03% 70

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Counsel's JPM Position: Q1 2026 in Review

Capital Counsel increased its JPMorgan Chase (JPM) stake by 6.6% in Q1 2026, buying an estimated $29.7K and bringing the position to 1,579 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #43.

Capital Counsel first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. The position peaked at $676K in Q4 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capital Counsel held 1,579 shares of JPMorgan Chase worth $464K as of Q1 2026.
  • Capital Counsel bought 98 JPMorgan Chase shares in Q1 2026, an estimated $29.7K.
  • JPMorgan Chase made up 0.02% of Capital Counsel's portfolio in Q1 2026, its #43 holding.
  • Capital Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
  • Capital Counsel's JPMorgan Chase position peaked at $676K in Q4 2019.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capital Counsel's 13F filing for Q1 2026, filed 15 May 2026.