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Capital Developers’s JPMorgan Chase JPM Stock Holding History

Capital Developers’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 		$229K Hold
779
– – 0.21% 49
2025
Q4 		$251K Buy
+779
New +$241K 0.23% 47

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Developers's JPM Position: Q1 2026 in Review

Capital Developers held its JPMorgan Chase (JPM) position steady in Q1 2026 at 779 shares worth $229K. The position accounts for 0.21% of the portfolio, ranked #49.

Capital Developers first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $251K in Q4 2025. 5,078 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capital Developers held 779 shares of JPMorgan Chase worth $229K as of Q1 2026.
  • Capital Developers left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.21% of Capital Developers's portfolio in Q1 2026, its #49 holding.
  • Capital Developers first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Capital Developers's JPMorgan Chase position peaked at $251K in Q4 2025.
  • 5,078 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.