Capital Square
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Capital Square’s JPMorgan Chase JPM Stock Holding History

Capital Square’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
Q3 		$1.99M Sell
6,009
-11
-0.2% -$3.85K 0.88% 32
2026
Q2 		$2.03M Sell
6,020
-44
-0.7% -$13.7K 0.89% 33
2026
Q1 		$1.87M Sell
6,064
-231
-4% -$70.1K 0.86% 31
2025
Q4 		$2.03M Sell
6,295
-139
-2% -$43K 1.03% 26
2025
Q3 		$2.03M Sell
6,434
-212
-3% -$63.1K 1.03% 23
2025
Q2 		$1.91M Sell
6,646
-653
-9% -$167K 1.02% 24
2025
Q1 		$1.79M Sell
7,299
-55
-0.7% -$14K 1.05% 22
2024
Q4 		$1.95M Buy
7,354
+436
+6% +$102K 1.11% 21
2024
Q3 		$1.46M Sell
6,918
-1,057
-13% -$223K 0.89% 32
2024
Q2 		$1.68M Sell
7,975
-79
-1% -$15.4K 1.09% 25
2024
Q1 		$1.61M Sell
8,054
-123
-2% -$22.2K 1.14% 25
2023
Q4 		$1.39M Buy
8,177
+104
+1% +$15.8K 1.57% 23
2023
Q3 		$1.18M Sell
8,073
-2,344
-23% -$351K 1.59% 23
2023
Q2 		$1.52M Sell
10,417
-49
-0.5% -$6.74K 1.4% 20
2023
Q1 		$1.33M Sell
10,466
-2,232
-18% -$306K 1.23% 26
2022
Q4 		$1.7M Sell
12,698
-403
-3% -$51.1K 1.54% 15
2022
Q3 		$1.37M Buy
13,101
+2,492
+23% +$286K 1.24% 23
2022
Q2 		$1.19M Sell
10,609
-199
-2% -$24.7K 0.99% 31
2022
Q1 		$1.47M Buy
10,808
+646
+6% +$95.4K 1.05% 25
2021
Q4 		$1.66M Sell
10,162
-33
-0.3% -$5.42K 1.15% 25
2021
Q3 		$1.7M Sell
10,195
-49
-0.5% -$7.68K 1.21% 23
2021
Q2 		$1.57M Buy
10,244
+1,208
+13% +$190K 1.16% 25
2021
Q1 		$1.41M Sell
9,036
-442
-5% -$63.6K 1.05% 29
2020
Q4 		$1.2M Buy
9,478
+1,720
+22% +$192K 1.01% 27
2020
Q3 		$746K Buy
7,758
+780
+11% +$76.6K 0.77% 40
2020
Q2 		$656K Buy
6,978
+6
+0.1% +$569 0.7% 44
2020
Q1 		$628K Buy
6,972
+235
+3% +$28.6K 0.73% 36
2019
Q4 		$939K Buy
+6,737
New +$864K 0.9% 31

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Square's JPM Position: Q3 2026 in Review

Capital Square reduced its JPMorgan Chase (JPM) stake by 0.18% in Q3 2026, selling an estimated $3.85K and leaving 6,009 shares worth $1.99M. The position accounts for 0.88% of the portfolio, ranked #32.

Capital Square first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.03M in Q3 2025. 2,065 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Capital Square held 6,009 shares of JPMorgan Chase worth $1.99M as of Q3 2026.
  • Capital Square sold 11 JPMorgan Chase shares in Q3 2026, an estimated $3.85K.
  • JPMorgan Chase made up 0.88% of Capital Square's portfolio in Q3 2026, its #32 holding.
  • Capital Square first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Capital Square's JPMorgan Chase position peaked at $2.03M in Q3 2025.
  • 2,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.