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Capital Investment Counsel (Colorado)’s JPMorgan Chase JPM Stock Holding History

Capital Investment Counsel (Colorado)’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 		$11.2M Buy
34,260
+268
+0.8% +$83.2K 1.39% 24
2026
Q1 		$10M Buy
33,992
+66
+0.2% +$20K 1.37% 24
2025
Q4 		$10.9M Buy
33,926
+126
+0.4% +$39K 1.52% 20
2025
Q3 		$10.7M Sell
33,800
-2,266
-6% -$674K 1.57% 17
2025
Q2 		$10.5M Sell
36,066
-1,084
-3% -$277K 1.62% 17
2025
Q1 		$9.11M Sell
37,150
-853
-2% -$217K 1.51% 18
2024
Q4 		$9.11M Buy
38,003
+586
+2% +$136K 1.52% 19
2024
Q3 		$7.89M Buy
37,417
+657
+2% +$138K 1.37% 23
2024
Q2 		$7.43M Buy
36,760
+1,170
+3% +$229K 1.46% 21
2024
Q1 		$7.13M Buy
35,590
+15,439
+77% +$2.79M 1.53% 22
2023
Q4 		$3.43M Buy
+20,151
New +$3.05M 1.29% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s JPM Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) increased its JPMorgan Chase (JPM) stake by 0.79% in Q2 2026, buying an estimated $83.2K and bringing the position to 34,260 shares worth $11.2M. The position accounts for 1.39% of the portfolio, ranked #24.

Capital Investment Counsel (Colorado) first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Investment Counsel (Colorado) held 34,260 shares of JPMorgan Chase worth $11.2M as of Q2 2026.
  • Capital Investment Counsel (Colorado) bought 268 JPMorgan Chase shares in Q2 2026, an estimated $83.2K.
  • JPMorgan Chase made up 1.39% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #24 holding.
  • Capital Investment Counsel (Colorado) first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.