Capitolis Liquid Global Markets’s JPMorgan Chase JPM Stock Holding History

Capitolis Liquid Global Markets’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	$527M	Buy	1,611,262 +174,126	+12%	+$54.1M	2.29%	9
2026 Q1	$423M	Buy	1,437,136 +492,401	+52%	+$149M	2.69%	11
2025 Q4	$304M	Buy	944,735 +180,477	+24%	+$55.9M	1.82%	10
2025 Q3	$241M	Sell	764,258 -47,342	-6%	-$14.1M	1.93%	11
2025 Q2	$235M	Buy	811,600 +258,200	+47%	+$65.9M	1.72%	15
2025 Q1	$136M	Buy	553,400 +293,900	+113%	+$74.9M	1.2%	18
2024 Q4	$62.2M	Hold	259,500	–	–	0.61%	39
2024 Q3	$54.7M	Sell	259,500 -3,100	-1%	-$653K	0.58%	41
2024 Q2	$53.1M	Sell	262,600 -307,500	-54%	-$60.1M	0.66%	40
2024 Q1	$114M	Buy	570,100 +20,100	+4%	+$3.63M	1.83%	18
2023 Q4	$93.6M	Buy	+550,000	New	+$83.3M	3.85%	8

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capitolis Liquid Global Markets's JPM Position: Q2 2026 in Review

Capitolis Liquid Global Markets increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $54.1M and bringing the position to 1,611,262 shares worth $527M. The position accounts for 2.29% of the portfolio, ranked #9.

Capitolis Liquid Global Markets first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Capitolis Liquid Global Markets held 1,611,262 shares of JPMorgan Chase worth $527M as of Q2 2026.
Capitolis Liquid Global Markets bought 174,126 JPMorgan Chase shares in Q2 2026, an estimated $54.1M.
JPMorgan Chase made up 2.29% of Capitolis Liquid Global Markets's portfolio in Q2 2026, its #9 holding.
Capitolis Liquid Global Markets first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capitolis Liquid Global Markets's 13F filing for Q2 2026, filed 13 Aug 2026.