Capital Market Strategies’s JPMorgan Chase JPM Stock Holding History

Capital Market Strategies’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
2025 Q2	$339K	Buy	1,170 +77	+7%	+$19.6K	0.24%	85
2025 Q1	$268K	Sell	1,093 -1,127	-51%	-$287K	0.18%	108
2024 Q4	$532K	Buy	2,220 +57	+3%	+$13.3K	0.31%	67
2024 Q3	$456K	Buy	2,163 +13	+0.6%	+$2.74K	0.27%	76
2024 Q2	$435K	Buy	2,150 +593	+38%	+$116K	0.27%	74
2024 Q1	$312K	Buy	1,557 +61	+4%	+$11K	0.24%	96
2023 Q4	$254K	Buy	1,496 +1	+0.1%	+$152	0.22%	114
2023 Q3	$213K	Sell	1,495 -153	-9%	-$22.9K	0.21%	123
2023 Q2	$240K	Buy	+1,648	New	+$227K	0.22%	119
2023 Q1	–	Sell	-1,520	Closed	-$204K	–	87
2022 Q4	$204K	Buy	+1,520	New	+$193K	0.22%	129
2022 Q1	–	Sell	-1,307	Closed	-$207K	–	162
2021 Q4	$207K	Buy	+1,307	New	+$215K	0.17%	140

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Market Strategies's JPM Position: Q2 2025 in Review

Capital Market Strategies increased its JPMorgan Chase (JPM) stake by 7% in Q2 2025, buying an estimated $19.6K and bringing the position to 1,170 shares worth $339K. The position accounts for 0.24% of the portfolio, ranked #85.

Capital Market Strategies first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. The position peaked at $532K in Q4 2024. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Capital Market Strategies held 1,170 shares of JPMorgan Chase worth $339K as of Q2 2025.
Capital Market Strategies bought 77 JPMorgan Chase shares in Q2 2025, an estimated $19.6K.
JPMorgan Chase made up 0.24% of Capital Market Strategies's portfolio in Q2 2025, its #85 holding.
Capital Market Strategies first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
Capital Market Strategies's JPMorgan Chase position peaked at $532K in Q4 2024.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.