Capital Management Associates Inc’s JPMorgan Chase JPM Stock Holding History

Capital Management Associates Inc’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	$1.09M	Buy	3,325 +63	+2%	+$19.6K	0.22%	65
2026 Q1	$959K	Buy	3,262 +567	+21%	+$172K	0.22%	65
2025 Q4	$869K	Sell	2,695 -1,426	-35%	-$441K	0.19%	70
2025 Q3	$1.3M	Buy	4,121 +1	+0%	+$297	0.35%	44
2025 Q2	$1.19M	Buy	4,120 +174	+4%	+$44.4K	0.38%	40
2025 Q1	$968K	Buy	3,946 +379	+11%	+$96.6K	0.22%	55
2024 Q4	$855K	Buy	3,567 +5	+0.1%	+$1.17K	0.32%	43
2024 Q3	$751K	Buy	3,562 +104	+3%	+$21.9K	0.31%	46
2024 Q2	$699K	Sell	3,458 -197	-5%	-$38.5K	0.42%	36
2024 Q1	$732K	Buy	3,655 +1,508	+70%	+$272K	0.54%	30
2023 Q4	$365K	Buy	+2,147	New	+$325K	0.22%	56

Other funds holding JPM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital Management Associates Inc's JPM Position: Q2 2026 in Review

Capital Management Associates Inc increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $19.6K and bringing the position to 3,325 shares worth $1.09M. The position accounts for 0.22% of the portfolio, ranked #65.

Capital Management Associates Inc first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2025. 3,058 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Capital Management Associates Inc held 3,325 shares of JPMorgan Chase worth $1.09M as of Q2 2026.
Capital Management Associates Inc bought 63 JPMorgan Chase shares in Q2 2026, an estimated $19.6K.
JPMorgan Chase made up 0.22% of Capital Management Associates Inc's portfolio in Q2 2026, its #65 holding.
Capital Management Associates Inc first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Capital Management Associates Inc's JPMorgan Chase position peaked at $1.3M in Q3 2025.
3,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.