CSF
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Capital Squared Financial’s JPMorgan Chase JPM Stock Holding History

Capital Squared Financial’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 		$1.37M Buy
4,180
+80
+2% +$24.8K 0.89% 41
2026
Q1 		$1.21M Buy
4,100
+493
+14% +$150K 0.92% 39
2025
Q4 		$1.16M Buy
3,607
+102
+3% +$31.6K 0.91% 39
2025
Q3 		$1.11M Buy
3,505
+214
+7% +$63.6K 0.96% 36
2025
Q2 		$954K Buy
+3,291
New +$840K 1.11% 29

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Capital Squared Financial's JPM Position: Q2 2026 in Review

Capital Squared Financial increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $24.8K and bringing the position to 4,180 shares worth $1.37M. The position accounts for 0.89% of the portfolio, ranked #41.

Capital Squared Financial first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 1,696 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capital Squared Financial held 4,180 shares of JPMorgan Chase worth $1.37M as of Q2 2026.
  • Capital Squared Financial bought 80 JPMorgan Chase shares in Q2 2026, an estimated $24.8K.
  • JPMorgan Chase made up 0.89% of Capital Squared Financial's portfolio in Q2 2026, its #41 holding.
  • Capital Squared Financial first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 1,696 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.