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Capital Insight Partners’s JPMorgan Chase JPM Stock Holding History

Capital Insight Partners’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 		– Sell
-26,141
Closed -$8.42M – 59
2025
Q4 		$8.42M Sell
26,141
-4,283
-14% -$1.33M 1.78% 15
2025
Q3 		$9.6M Sell
30,424
-998
-3% -$297K 1.59% 17
2025
Q2 		$9.11M Sell
31,422
-1,328
-4% -$339K 1.58% 17
2025
Q1 		$8.03M Sell
32,750
-535
-2% -$136K 1.4% 17
2024
Q4 		$7.98M Sell
33,285
-651
-2% -$152K 1.38% 19
2024
Q3 		$7.16M Sell
33,936
-37
-0.1% -$7.79K 1.25% 21
2024
Q2 		$6.87M Sell
33,973
-2,012
-6% -$393K 1.3% 18
2024
Q1 		$7.21M Sell
35,985
-383
-1% -$69.1K 1.35% 17
2023
Q4 		$6.19M Buy
36,368
+531
+1% +$80.5K 1.27% 16
2023
Q3 		$5.2M Buy
35,837
+1,565
+5% +$235K 1.18% 18
2023
Q2 		$4.98M Sell
34,272
-726
-2% -$99.9K 1.12% 18
2023
Q1 		$4.56M Sell
34,998
-249
-0.7% -$34.1K 1.07% 21
2022
Q4 		$4.73M Buy
35,247
+2,168
+7% +$275K 1.23% 17
2022
Q3 		$3.46M Buy
33,079
+547
+2% +$62.8K 0.93% 30
2022
Q2 		$3.66M Buy
32,532
+1,175
+4% +$146K 0.86% 36
2022
Q1 		$4.28M Buy
31,357
+311
+1% +$45.9K 0.87% 33
2021
Q4 		$4.92M Buy
31,046
+425
+1% +$69.8K 1% 28
2021
Q3 		$5.01M Buy
30,621
+542
+2% +$85K 1.09% 23
2021
Q2 		$4.68M Buy
30,079
+37
+0.1% +$5.81K 1.06% 24
2021
Q1 		$4.57M Sell
30,042
-51
-0.2% -$7.34K 1.11% 23
2020
Q4 		$3.82M Buy
30,093
+83
+0.3% +$9.28K 0.96% 30
2020
Q3 		$2.89M Buy
30,010
+258
+0.9% +$25.3K 0.81% 38
2020
Q2 		$2.8M Buy
29,752
+1,159
+4% +$110K 0.88% 30
2020
Q1 		$2.57M Buy
28,593
+11,048
+63% +$1.34M 1.36% 17
2019
Q4 		$2.45M Sell
17,545
-142
-0.8% -$18.2K 1.12% 27
2019
Q3 		$2.08M Sell
17,687
-190
-1% -$21.5K 1.82% 21
2019
Q2 		$2M Buy
17,877
+229
+1% +$25.2K 1.74% 22
2019
Q1 		$1.79M Buy
17,648
+9,951
+129% +$1.03M 1.61% 24
2018
Q4 		$751K Buy
7,697
+894
+13% +$95.3K 0.78% 51
2018
Q3 		$768K Hold
6,803
– – 0.68% 58
2018
Q2 		$709K Buy
6,803
+477
+8% +$52.3K 0.58% 58
2018
Q1 		$696K Buy
6,326
+555
+10% +$62.8K 0.57% 58
2017
Q4 		$617K Sell
5,771
-225
-4% -$22.8K 0.48% 62
2017
Q3 		$573K Buy
5,996
+1,954
+48% +$180K 0.48% 61
2017
Q2 		$369K Sell
4,042
-1,698
-30% -$147K 0.33% 63
2017
Q1 		$504K Sell
5,740
-72
-1% -$6.35K 0.46% 59
2016
Q4 		$502K Buy
5,812
+600
+12% +$45.8K 0.5% 57
2016
Q3 		$347K Sell
5,212
-2,663
-34% -$174K 0.33% 59
2016
Q2 		$489K Buy
7,875
+17
+0.2% +$1.06K 0.46% 47
2016
Q1 		$465K Buy
7,858
+1,850
+31% +$108K 0.47% 46
2015
Q4 		$397K Sell
6,008
-636
-10% -$41.4K 0.4% 47
2015
Q3 		$405K Sell
6,644
-291
-4% -$19.1K 0.38% 45
2015
Q2 		$470K Buy
+6,935
New +$453K 0.4% 48

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 Insight Partners's JPM Position: Q1 2026 in Review

Capital Insight Partners sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 26,141 shares — an estimated $8.42M sold.

Capital Insight Partners first reported a position in JPM in Q2 2015 and held it in 43 quarters. The position peaked at $9.6M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capital Insight Partners reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 26,141 JPMorgan Chase shares in Q1 2026, an estimated $8.42M.
  • Capital Insight Partners first reported a position in JPMorgan Chase in Q2 2015 and held it in 43 quarters.
  • Capital Insight Partners's JPMorgan Chase position peaked at $9.6M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.