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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Square's JPM Position: Q1 2026 in Review

Capital Square reduced its JPMorgan Chase (JPM) stake by 3.7% in Q1 2026, selling an estimated $70.1K and leaving 6,064 shares worth $1.87M. The position accounts for 0.86% of the portfolio, ranked #31.

Capital Square first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.03M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capital Square held 6,064 shares of JPMorgan Chase worth $1.87M as of Q1 2026.
  • Capital Square sold 231 JPMorgan Chase shares in Q1 2026, an estimated $70.1K.
  • JPMorgan Chase made up 0.86% of Capital Square's portfolio in Q1 2026, its #31 holding.
  • Capital Square first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Capital Square's JPMorgan Chase position peaked at $2.03M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.