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Capital Performance Advisors’s JPMorgan Chase JPM Stock Holding History

Capital Performance Advisors’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 		$7.7M Sell
23,519
-4,232
-15% -$1.31M 0.5% 39
2026
Q1 		$8.16M Sell
27,751
-61
-0.2% -$18.5K 0.55% 38
2025
Q4 		$8.96M Buy
27,812
+17,572
+172% +$5.44M 0.64% 37
2025
Q3 		$3.23M Buy
10,240
+538
+6% +$160K 0.53% 31
2025
Q2 		$2.81M Buy
9,702
+463
+5% +$118K 0.55% 31
2025
Q1 		$2.27M Buy
9,239
+6,242
+208% +$1.59M 0.5% 33
2024
Q4 		$718K Buy
2,997
+399
+15% +$92.9K 0.23% 44
2024
Q3 		$548K Buy
2,598
+650
+33% +$137K 0.17% 45
2024
Q2 		$394K Buy
1,948
+31
+2% +$6.06K 0.15% 55
2024
Q1 		$384K Buy
1,917
+170
+10% +$30.7K 0.15% 54
2023
Q4 		$297K Buy
1,747
+42
+2% +$6.37K 0.13% 50
2023
Q3 		$247K Buy
1,705
+66
+4% +$9.89K 0.13% 47
2023
Q2 		$238K Sell
1,639
-50
-3% -$6.88K 0.12% 48
2023
Q1 		$220K Buy
1,689
+100
+6% +$13.7K 0.12% 48
2022
Q4 		$213K Buy
+1,589
New +$201K 0.12% 42
2022
Q2 		– Sell
-1,586
Closed -$216K – 56
2022
Q1 		$216K Sell
1,586
-60
-4% -$8.86K 0.12% 47
2021
Q4 		$239K Buy
+1,646
New +$270K 0.14% 42

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Performance Advisors's JPM Position: Q2 2026 in Review

Capital Performance Advisors reduced its JPMorgan Chase (JPM) stake by 15% in Q2 2026, selling an estimated $1.31M and leaving 23,519 shares worth $7.7M. The position accounts for 0.5% of the portfolio, ranked #39.

Capital Performance Advisors first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.96M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Performance Advisors held 23,519 shares of JPMorgan Chase worth $7.7M as of Q2 2026.
  • Capital Performance Advisors sold 4,232 JPMorgan Chase shares in Q2 2026, an estimated $1.31M.
  • JPMorgan Chase made up 0.5% of Capital Performance Advisors's portfolio in Q2 2026, its #39 holding.
  • Capital Performance Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • Capital Performance Advisors's JPMorgan Chase position peaked at $8.96M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.