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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
Q2 		$4.4M Buy
13,428
+489
+4% +$152K 0.66% 42
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Group Investment Management's JPM Position: Q2 2026 in Review

Capital Group Investment Management increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $152K and bringing the position to 13,428 shares worth $4.4M. The position accounts for 0.66% of the portfolio, ranked #42.

Capital Group Investment Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $53M in Q4 2022. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Group Investment Management held 13,428 shares of JPMorgan Chase worth $4.4M as of Q2 2026.
  • Capital Group Investment Management bought 489 JPMorgan Chase shares in Q2 2026, an estimated $152K.
  • JPMorgan Chase made up 0.66% of Capital Group Investment Management's portfolio in Q2 2026, its #42 holding.
  • Capital Group Investment Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Capital Group Investment Management's JPMorgan Chase position peaked at $53M in Q4 2022.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.