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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
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

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 Square's JPM Position: Q2 2026 in Review

Capital Square reduced its JPMorgan Chase (JPM) stake by 0.73% in Q2 2026, selling an estimated $13.7K and leaving 6,020 shares worth $2.03M. The position accounts for 0.89% of the portfolio, ranked #33.

Capital Square first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Square held 6,020 shares of JPMorgan Chase worth $2.03M as of Q2 2026.
  • Capital Square sold 44 JPMorgan Chase shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.89% of Capital Square's portfolio in Q2 2026, its #33 holding.
  • Capital Square first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Capital Square's JPMorgan Chase position peaked at $2.03M in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.