Capital Investment Services of America’s JPMorgan Chase JPM Stock Holding History

Capital Investment Services of America’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	$213K	Sell	651 -100	-13%	-$31.1K	0.02%	83
2026 Q1	$221K	Hold	751	–	–	0.02%	79
2025 Q4	$242K	Hold	751	–	–	0.02%	78
2025 Q3	$237K	Hold	751	–	–	0.02%	81
2025 Q2	$218K	Sell	751 -76	-9%	-$19.4K	0.02%	82
2025 Q1	$203K	Buy	+827	New	+$211K	0.02%	77
2022 Q2	–	Sell	-1,501	Closed	-$238K	–	78
2022 Q1	$238K	Hold	1,501	–	–	0.02%	75
2021 Q4	$238K	Hold	1,501	–	–	0.02%	75
2021 Q3	$246K	Hold	1,501	–	–	0.02%	72
2021 Q2	$233K	Hold	1,501	–	–	0.02%	78
2021 Q1	$228K	Buy	+1,501	New	+$216K	0.02%	77

Other funds holding JPM

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital Investment Services of America's JPM Position: Q2 2026 in Review

Capital Investment Services of America reduced its JPMorgan Chase (JPM) stake by 13% in Q2 2026, selling an estimated $31.1K and leaving 651 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #83.

Capital Investment Services of America first reported a position in JPM in Q1 2021 and has held it in 11 quarters since. The position peaked at $246K in Q3 2021. 4,031 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Capital Investment Services of America held 651 shares of JPMorgan Chase worth $213K as of Q2 2026.
Capital Investment Services of America sold 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
JPMorgan Chase made up 0.02% of Capital Investment Services of America's portfolio in Q2 2026, its #83 holding.
Capital Investment Services of America first reported a position in JPMorgan Chase in Q1 2021 and has held it in 11 quarters since.
Capital Investment Services of America's JPMorgan Chase position peaked at $246K in Q3 2021.
4,031 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.