CGIM
JPM icon

Capital Group Investment Management’s JPMorgan Chase JPM Stock Holding History

Capital Group Investment Management’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 		$3.81M Sell
12,939
-3,826
-23% -$1.16M 0.65% 44
2025
Q4 		$5.4M Sell
16,765
-20,319
-55% -$6.29M 0.88% 34
2025
Q3 		$11.7M Buy
37,084
+72
+0.2% +$21.4K 1.96% 8
2025
Q2 		$10.7M Sell
37,012
-3,468
-9% -$885K 1.91% 10
2025
Q1 		$9.93M Hold
40,480
– – 2.03% 10
2024
Q4 		$9.7M Sell
40,480
-1,151
-3% -$268K 1.84% 9
2024
Q3 		$8.78M Buy
41,631
+1,240
+3% +$261K 1.77% 10
2024
Q2 		$8.17M Sell
40,391
-12,761
-24% -$2.49M 1.77% 11
2024
Q1 		$10.6M Sell
53,152
-49,254
-48% -$8.89M 1.91% 6
2023
Q4 		$17.4M Sell
102,406
-93,868
-48% -$14.2M 1.83% 6
2023
Q3 		$28.5M Sell
196,274
-54,494
-22% -$8.17M 1.85% 9
2023
Q2 		$36.5M Buy
250,768
+63
+0% +$8.66K 1.82% 8
2023
Q1 		$32.7M Sell
250,705
-144,237
-37% -$19.8M 1.75% 10
2022
Q4 		$53M Buy
+394,942
New +$50M 2.04% 6

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 Group Investment Management's JPM Position: Q1 2026 in Review

Capital Group Investment Management reduced its JPMorgan Chase (JPM) stake by 23% in Q1 2026, selling an estimated $1.16M and leaving 12,939 shares worth $3.81M. The position accounts for 0.65% of the portfolio, ranked #44.

Capital Group Investment Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $53M in Q4 2022. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capital Group Investment Management held 12,939 shares of JPMorgan Chase worth $3.81M as of Q1 2026.
  • Capital Group Investment Management sold 3,826 JPMorgan Chase shares in Q1 2026, an estimated $1.16M.
  • JPMorgan Chase made up 0.65% of Capital Group Investment Management's portfolio in Q1 2026, its #44 holding.
  • Capital Group Investment Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Capital Group Investment Management's JPMorgan Chase position peaked at $53M in Q4 2022.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capital Group Investment Management's 13F filing for Q1 2026, filed 13 May 2026.