Capital Fund Management (CFM)’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 | $58.5M | Sell |
198,920
-76,278
| -28% | -$23.1M | 0.26% | 52 |
|
|
2025
Q4 | $88.7M | Sell |
275,198
-114,158
| -29% | -$35.3M | 0.25% | 59 |
|
|
2025
Q3 | $123M | Buy |
389,356
+333,717
| +600% | +$99.3M | 0.32% | 41 |
|
|
2025
Q2 | $16.1M | Sell |
55,639
-440,739
| -89% | -$112M | 0.04% | 539 |
|
|
2025
Q1 | $122M | Buy |
496,378
+254,368
| +105% | +$64.8M | 0.35% | 42 |
|
|
2024
Q4 | $58M | Buy |
+242,010
| New | +$56.4M | 0.15% | 198 |
|
|
2024
Q3 | – | Sell |
-10,825
| Closed | -$2.28M | – | 2063 |
|
|
2024
Q2 | $2.19M | Buy |
+10,825
| New | +$2.12M | 0.01% | 1343 |
|
|
2021
Q1 | – | Sell |
-324,428
| Closed | -$46.7M | – | 1447 |
|
|
2020
Q4 | $41.2M | Buy |
324,428
+303,490
| +1,449% | +$33.9M | 0.39% | 52 |
|
|
2020
Q3 | $2.02M | Sell |
20,938
-346,114
| -94% | -$34M | 0.02% | 635 |
|
|
2020
Q2 | $34.5M | Buy |
367,052
+330,628
| +908% | +$31.4M | 0.55% | 26 |
|
|
2020
Q1 | $3.28M | Buy |
+36,424
| New | +$4.43M | 0.05% | 402 |
|
|
2019
Q4 | – | Sell |
-12,867
| Closed | -$1.65M | – | 1926 |
|
|
2019
Q3 | $1.51M | Sell |
12,867
-530,455
| -98% | -$60M | 0.01% | 880 |
|
|
2019
Q2 | $60.7M | Buy |
+543,322
| New | +$59.9M | 0.55% | 14 |
|
|
2019
Q1 | – | Sell |
-124,523
| Closed | -$12.8M | – | 1889 |
|
|
2018
Q4 | $12.2M | Sell |
124,523
-558,971
| -82% | -$59.6M | 0.11% | 259 |
|
|
2018
Q3 | $77.1M | Buy |
683,494
+423,902
| +163% | +$48.1M | 0.42% | 26 |
|
|
2018
Q2 | $27M | Buy |
259,592
+28,757
| +12% | +$3.15M | 0.14% | 204 |
|
|
2018
Q1 | $25.4M | Buy |
+230,835
| New | +$26.1M | 0.15% | 198 |
|
|
2017
Q4 | – | Sell |
-84,976
| Closed | -$8.6M | – | 1896 |
|
|
2017
Q3 | $8.12M | Buy |
+84,976
| New | +$7.84M | 0.06% | 394 |
|
|
2017
Q2 | – | Sell |
-585,997
| Closed | -$50.6M | – | 1595 |
|
|
2017
Q1 | $51.5M | Buy |
+585,997
| New | +$51.7M | 0.43% | 47 |
|
|
2016
Q4 | – | Sell |
-105,405
| Closed | -$8.04M | – | 1767 |
|
|
2016
Q3 | $7.02M | Sell |
105,405
-457,733
| -81% | -$29.8M | 0.06% | 359 |
|
|
2016
Q2 | $35M | Sell |
563,138
-540,000
| -49% | -$33.7M | 0.33% | 75 |
|
|
2016
Q1 | $65.3M | Buy |
1,103,138
+596,980
| +118% | +$34.9M | 0.63% | 21 |
|
|
2015
Q4 | $33.4M | Buy |
+506,158
| New | +$33M | 0.34% | 66 |
|
|
2015
Q1 | – | Sell |
-5,494
| Closed | -$325K | – | 1596 |
|
|
2014
Q4 | $344K | Buy |
+5,494
| New | +$331K | ﹤0.01% | 1289 |
|
|
2014
Q2 | – | Sell |
-150,096
| Closed | -$8.44M | – | 1803 |
|
|
2014
Q1 | $9.11M | Buy |
150,096
+27,325
| +22% | +$1.58M | 0.11% | 219 |
|
|
2013
Q4 | $7.18M | Buy |
122,771
+31,562
| +35% | +$1.73M | 0.09% | 278 |
|
|
2013
Q3 | $4.71M | Buy |
91,209
+39,447
| +76% | +$2.12M | 0.07% | 375 |
|
|
2013
Q2 | $2.73M | Buy |
+51,762
| New | +$2.63M | 0.04% | 525 |
|
Other funds holding JPM
VCM
VPM
Capital Fund Management (CFM)'s JPM Position: Q1 2026 in Review
Capital Fund Management (CFM) reduced its JPMorgan Chase (JPM) stake by 28% in Q1 2026, selling an estimated $23.1M and leaving 198,920 shares worth $58.5M. The position accounts for 0.26% of the portfolio, ranked #52.
Capital Fund Management (CFM) first reported a position in JPM in Q2 2013 and has held it in 28 quarters since. The position peaked at $123M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Capital Fund Management (CFM) held 198,920 shares of JPMorgan Chase worth $58.5M as of Q1 2026.
- Capital Fund Management (CFM) sold 76,278 JPMorgan Chase shares in Q1 2026, an estimated $23.1M.
- JPMorgan Chase made up 0.26% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #52 holding.
- Capital Fund Management (CFM) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 28 quarters since.
- Capital Fund Management (CFM)'s JPMorgan Chase position peaked at $123M in Q3 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.