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	$46.3M	Sell	157,500 -345,300	-69%	-$105M	0.21%	87
2025 Q4	$162M	Sell	502,800 -61,900	-11%	-$19.2M	0.45%	15
2025 Q3	$178M	Buy	564,700 +130,300	+30%	+$38.8M	0.47%	13
2025 Q2	$126M	Sell	434,400 -538,100	-55%	-$137M	0.35%	31
2025 Q1	$239M	Buy	972,500 +271,000	+39%	+$69.1M	0.69%	4
2024 Q4	$168M	Buy	701,500 +43,600	+7%	+$10.2M	0.43%	24
2024 Q3	$139M	Buy	657,900 +15,400	+2%	+$3.24M	0.38%	46
2024 Q2	$130M	Sell	642,500 -355,600	-36%	-$69.5M	0.38%	47
2024 Q1	$200M	Buy	998,100 +38,300	+4%	+$6.91M	0.58%	9
2023 Q4	$163M	Buy	959,800 +592,300	+161%	+$89.8M	0.44%	25
2023 Q3	$53.3M	Buy	367,500 +249,800	+212%	+$37.4M	0.18%	141
2023 Q2	$17.1M	Sell	117,700 -504,400	-81%	-$69.4M	0.07%	383
2023 Q1	$81.1M	Buy	622,100 +390,300	+168%	+$53.5M	0.39%	45
2022 Q4	$31.1M	Sell	231,800 -319,700	-58%	-$40.5M	0.21%	122
2022 Q3	$57.6M	Buy	551,500 +324,300	+143%	+$37.2M	0.45%	37
2022 Q2	$25.6M	Buy	227,200 +181,800	+400%	+$22.5M	0.23%	98
2022 Q1	$6.19M	Buy	45,400 +4,700	+12%	+$694K	0.05%	499
2021 Q4	$6.44M	Sell	40,700 -90,600	-69%	-$14.9M	0.05%	539
2021 Q3	$21.5M	Buy	131,300 +32,000	+32%	+$5.02M	0.16%	164
2021 Q2	$15.4M	Sell	99,300 -48,700	-33%	-$7.65M	0.12%	205
2021 Q1	$22.5M	Buy	148,000 +86,100	+139%	+$12.4M	0.25%	108
2020 Q4	$7.87M	Sell	61,900 -33,900	-35%	-$3.79M	0.07%	324
2020 Q3	$9.22M	Sell	95,800 -46,300	-33%	-$4.55M	0.11%	221
2020 Q2	$13.4M	Sell	142,100 -64,900	-31%	-$6.16M	0.21%	138
2020 Q1	$18.6M	Buy	207,000 +135,100	+188%	+$16.4M	0.29%	95
2019 Q4	$10M	Buy	+71,900	New	+$9.22M	0.08%	333
2019 Q2	–	Sell	-2,300	Closed	-$233K	–	1773
2019 Q1	$233K	Sell	2,300 -150,200	-98%	-$15.5M	﹤0.01%	1532
2018 Q4	$14.9M	Sell	152,500 -35,600	-19%	-$3.79M	0.13%	205
2018 Q3	$21.2M	Sell	188,100 -100,700	-35%	-$11.4M	0.12%	258
2018 Q2	$30.1M	Sell	288,800 -288,800	-50%	-$31.7M	0.16%	184
2018 Q1	$63.5M	Sell	577,600 -160,700	-22%	-$18.2M	0.38%	38
2017 Q4	$79M	Buy	738,300 +376,300	+104%	+$38.1M	0.44%	42
2017 Q3	$34.6M	Buy	362,000 +120,000	+50%	+$11.1M	0.25%	112
2017 Q2	$22.1M	Sell	242,000 -2,900	-1%	-$250K	0.18%	158
2017 Q1	$21.5M	Buy	244,900 +11,600	+5%	+$1.02M	0.18%	148
2016 Q4	$20.1M	Buy	+233,300	New	+$17.8M	0.17%	163
2016 Q1	–	Sell	-22,900	Closed	-$1.51M	–	1694
2015 Q4	$1.51M	Sell	22,900 -201,000	-90%	-$13.1M	0.02%	757
2015 Q3	$13.7M	Buy	223,900 +72,200	+48%	+$4.73M	0.15%	175
2015 Q2	$10.3M	Buy	151,700 +146,200	+2,658%	+$9.55M	0.13%	215
2015 Q1	$333K	Sell	5,500 -33,400	-86%	-$1.98M	﹤0.01%	1185
2014 Q4	$2.43M	Buy	38,900 +7,800	+25%	+$469K	0.03%	637
2014 Q3	$1.87M	Buy	31,100 +15,200	+96%	+$889K	0.02%	703
2014 Q2	$916K	Sell	15,900 -73,800	-82%	-$4.15M	0.01%	999
2014 Q1	$5.45M	Sell	89,700 -197,100	-69%	-$11.4M	0.07%	336
2013 Q4	$16.8M	Sell	286,800 -96,200	-25%	-$5.27M	0.21%	82
2013 Q3	$19.8M	Buy	383,000 +310,200	+426%	+$16.6M	0.27%	72
2013 Q2	$3.84M	Buy	+72,800	New	+$3.7M	0.06%	429

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 5,053 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.
5,053 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.