Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s JPMorgan Chase JPM Stock Holding History

Capital Fund Management (CFM)’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 		$27.9M Sell
94,700
-152,000
-62% -$46.1M 0.13% 209
2025
Q4 		$79.5M Sell
246,700
-64,100
-21% -$19.8M 0.22% 76
2025
Q3 		$98M Sell
310,800
-105,000
-25% -$31.2M 0.26% 65
2025
Q2 		$121M Sell
415,800
-378,300
-48% -$96.5M 0.33% 36
2025
Q1 		$195M Buy
794,100
+263,100
+50% +$67.1M 0.56% 12
2024
Q4 		$127M Sell
531,000
-301,800
-36% -$70.3M 0.32% 50
2024
Q3 		$176M Buy
832,800
+246,800
+42% +$52M 0.48% 15
2024
Q2 		$119M Sell
586,000
-381,100
-39% -$74.5M 0.35% 60
2024
Q1 		$194M Buy
967,100
+435,800
+82% +$78.6M 0.56% 10
2023
Q4 		$90.4M Buy
531,300
+81,400
+18% +$12.3M 0.24% 82
2023
Q3 		$65.2M Buy
449,900
+238,900
+113% +$35.8M 0.23% 109
2023
Q2 		$30.7M Sell
211,000
-336,700
-61% -$46.3M 0.12% 213
2023
Q1 		$71.4M Buy
547,700
+212,100
+63% +$29.1M 0.34% 59
2022
Q4 		$45M Sell
335,600
-223,400
-40% -$28.3M 0.3% 71
2022
Q3 		$58.4M Buy
559,000
+496,900
+800% +$57M 0.46% 35
2022
Q2 		$6.99M Sell
62,100
-48,400
-44% -$6M 0.06% 420
2022
Q1 		$15.1M Buy
110,500
+25,000
+29% +$3.69M 0.12% 233
2021
Q4 		$13.5M Sell
85,500
-72,100
-46% -$11.8M 0.1% 278
2021
Q3 		$25.8M Buy
157,600
+38,600
+32% +$6.05M 0.19% 133
2021
Q2 		$18.5M Sell
119,000
-23,500
-16% -$3.69M 0.15% 171
2021
Q1 		$21.7M Buy
142,500
+110,800
+350% +$15.9M 0.24% 113
2020
Q4 		$4.03M Sell
31,700
-67,600
-68% -$7.56M 0.04% 544
2020
Q3 		$9.56M Sell
99,300
-105,200
-51% -$10.3M 0.12% 209
2020
Q2 		$19.2M Sell
204,500
-26,600
-12% -$2.52M 0.31% 88
2020
Q1 		$20.8M Buy
231,100
+146,000
+172% +$17.7M 0.32% 78
2019
Q4 		$11.9M Buy
85,100
+80,500
+1,750% +$10.3M 0.09% 267
2019
Q3 		$541K Hold
4,600
– – ﹤0.01% 1226
2019
Q2 		$514K Sell
4,600
-2,400
-34% -$265K ﹤0.01% 1216
2019
Q1 		$709K Sell
7,000
-61,700
-90% -$6.36M 0.01% 1141
2018
Q4 		$6.71M Sell
68,700
-32,600
-32% -$3.47M 0.06% 423
2018
Q3 		$11.4M Sell
101,300
-78,000
-44% -$8.85M 0.06% 440
2018
Q2 		$18.7M Sell
179,300
-356,700
-67% -$39.1M 0.1% 294
2018
Q1 		$58.9M Sell
536,000
-381,800
-42% -$43.2M 0.35% 52
2017
Q4 		$98.2M Buy
917,800
+556,300
+154% +$56.3M 0.54% 27
2017
Q3 		$34.5M Buy
361,500
+203,000
+128% +$18.7M 0.25% 113
2017
Q2 		$14.5M Sell
158,500
-88,400
-36% -$7.63M 0.12% 234
2017
Q1 		$21.7M Buy
246,900
+24,700
+11% +$2.18M 0.18% 146
2016
Q4 		$19.2M Buy
+222,200
New +$16.9M 0.17% 171
2016
Q1 		– Sell
-63,700
Closed -$4.21M – 1693
2015
Q4 		$4.21M Sell
63,700
-262,700
-80% -$17.1M 0.04% 484
2015
Q3 		$19.9M Buy
326,400
+155,100
+91% +$10.2M 0.22% 116
2015
Q2 		$11.6M Buy
+171,300
New +$11.2M 0.15% 187
2015
Q1 		– Sell
-32,100
Closed -$2.01M – 1595
2014
Q4 		$2.01M Sell
32,100
-39,100
-55% -$2.35M 0.02% 681
2014
Q3 		$4.29M Buy
71,200
+3,700
+5% +$216K 0.05% 455
2014
Q2 		$3.89M Sell
67,500
-72,700
-52% -$4.09M 0.04% 499
2014
Q1 		$8.51M Sell
140,200
-85,500
-38% -$4.94M 0.1% 230
2013
Q4 		$13.2M Sell
225,700
-275,900
-55% -$15.1M 0.16% 139
2013
Q3 		$25.9M Buy
501,600
+110,700
+28% +$5.94M 0.36% 48
2013
Q2 		$20.6M Buy
+390,900
New +$19.9M 0.32% 45

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 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.