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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capitolis Liquid Global Markets's JPM Position: Q1 2026 in Review

Capitolis Liquid Global Markets increased its JPMorgan Chase (JPM) stake by 52% in Q1 2026, buying an estimated $149M and bringing the position to 1,437,136 shares worth $423M. The position accounts for 2.69% of the portfolio, ranked #11.

Capitolis Liquid Global Markets first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Capitolis Liquid Global Markets held 1,437,136 shares of JPMorgan Chase worth $423M as of Q1 2026.
Capitolis Liquid Global Markets bought 492,401 JPMorgan Chase shares in Q1 2026, an estimated $149M.
JPMorgan Chase made up 2.69% of Capitolis Liquid Global Markets's portfolio in Q1 2026, its #11 holding.
Capitolis Liquid Global Markets first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capitolis Liquid Global Markets's 13F filing for Q1 2026, filed 15 May 2026.