Capital Group Private Client Services’s JPMorgan Chase JPM Stock Holding History

Capital Group Private Client Services’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	$32.6M	Sell	99,547 -12,817	-11%	-$3.98M	0.46%	33
2026 Q1	$33.1M	Sell	112,364 -58,142	-34%	-$17.6M	0.56%	29
2025 Q4	$54.9M	Sell	170,506 -5,994	-3%	-$1.86M	0.87%	21
2025 Q3	$55.7M	Sell	176,500 -557,841	-76%	-$166M	0.93%	21
2025 Q2	$213M	Sell	734,341 -5,113	-0.7%	-$1.3M	1.84%	13
2025 Q1	$181M	Buy	739,454 +29,852	+4%	+$7.61M	1.77%	13
2024 Q4	$170M	Sell	709,602 -34,281	-5%	-$7.98M	1.56%	12
2024 Q3	$157M	Sell	743,883 -26,307	-3%	-$5.54M	1.49%	12
2024 Q2	$156M	Sell	770,190 -41,834	-5%	-$8.18M	1.56%	12
2024 Q1	$163M	Sell	812,024 -217,485	-21%	-$39.2M	1.66%	11
2023 Q4	$175M	Sell	1,029,509 -55,015	-5%	-$8.34M	1.81%	10
2023 Q3	$157M	Sell	1,084,524 -14,375	-1%	-$2.15M	1.92%	11
2023 Q2	$160M	Sell	1,098,899 -1,916	-0.2%	-$264K	1.88%	11
2023 Q1	$143M	Buy	1,100,815 +4,764	+0.4%	+$653K	1.78%	10
2022 Q4	$147M	Sell	1,096,051 -9,465	-0.9%	-$1.2M	1.86%	11
2022 Q3	$116M	Sell	1,105,516 -8,870	-0.8%	-$1.02M	1.62%	14
2022 Q2	$125M	Sell	1,114,386 -13,564	-1%	-$1.68M	1.62%	15
2022 Q1	$154M	Buy	1,127,950 +10,444	+0.9%	+$1.54M	1.68%	12
2021 Q4	$177M	Sell	1,117,506 -27,401	-2%	-$4.5M	1.89%	8
2021 Q3	$187M	Buy	+1,144,907	New	+$179M	2.17%	8

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Group Private Client Services's JPM Position: Q2 2026 in Review

Capital Group Private Client Services reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $3.98M and leaving 99,547 shares worth $32.6M. The position accounts for 0.46% of the portfolio, ranked #33.

Capital Group Private Client Services first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $213M in Q2 2025. 5,122 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Capital Group Private Client Services held 99,547 shares of JPMorgan Chase worth $32.6M as of Q2 2026.
Capital Group Private Client Services sold 12,817 JPMorgan Chase shares in Q2 2026, an estimated $3.98M.
JPMorgan Chase made up 0.46% of Capital Group Private Client Services's portfolio in Q2 2026, its #33 holding.
Capital Group Private Client Services first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
Capital Group Private Client Services's JPMorgan Chase position peaked at $213M in Q2 2025.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.