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Caprock Group’s JPMorgan Chase JPM Stock Holding History

Caprock Group’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 		$29.3M Sell
99,656
-4,349
-4% -$1.32M 0.71% 24
2025
Q4 		$33.5M Buy
104,005
+12,732
+14% +$3.94M 0.71% 25
2025
Q3 		$27.5M Buy
+91,273
New +$27.1M 0.68% 26
2025
Q1 		$21.3M Buy
86,780
+6,977
+9% +$1.78M 0.65% 26
2024
Q4 		$19.1M Buy
79,803
+2,937
+4% +$684K 0.63% 26
2024
Q3 		$16.2M Buy
76,866
+889
+1% +$187K 0.59% 26
2024
Q2 		$15.4M Buy
75,977
+38,047
+100% +$7.44M 0.62% 24
2024
Q1 		$7.6M Buy
37,930
+855
+2% +$154K 0.44% 36
2023
Q4 		$6.31M Buy
37,075
+4,770
+15% +$723K 0.4% 40
2023
Q3 		$4.69M Buy
32,305
+61
+0.2% +$9.14K 0.35% 48
2023
Q2 		$4.69M Sell
32,244
-3,128
-9% -$430K 0.34% 47
2023
Q1 		$4.61M Buy
35,372
+3,833
+12% +$525K 0.36% 47
2022
Q4 		$4.23M Sell
31,539
-1,076
-3% -$136K 0.39% 39
2022
Q3 		$3.41M Buy
32,615
+969
+3% +$111K 0.33% 46
2022
Q2 		$3.56M Buy
31,646
+1,678
+6% +$208K 0.35% 44
2022
Q1 		$4.09M Buy
29,968
+1,563
+6% +$231K 0.38% 43
2021
Q4 		$4.5M Sell
28,405
-2,691
-9% -$442K 0.37% 42
2021
Q3 		$5.09M Sell
31,096
-2,707
-8% -$424K 0.45% 37
2021
Q2 		$5.26M Sell
33,803
-2,816
-8% -$442K 0.48% 36
2021
Q1 		$5.58M Sell
36,619
-1,277
-3% -$184K 0.61% 28
2020
Q4 		$4.81M Buy
37,896
+4,329
+13% +$484K 0.55% 33
2020
Q3 		$3.23M Buy
33,567
+1,038
+3% +$102K 0.44% 41
2020
Q2 		$3.06M Buy
32,529
+6,179
+23% +$586K 0.46% 40
2020
Q1 		$2.37M Sell
26,350
-544
-2% -$66.1K 0.45% 40
2019
Q4 		$3.75M Buy
26,894
+463
+2% +$59.4K 0.67% 32
2019
Q3 		$3.11M Sell
26,431
-302
-1% -$34.2K 0.61% 36
2019
Q2 		$2.99M Sell
26,733
-39
-0.1% -$4.3K 0.58% 38
2019
Q1 		$2.71M Buy
26,772
+720
+3% +$74.2K 0.53% 37
2018
Q4 		$2.54M Buy
26,052
+710
+3% +$75.6K 0.59% 33
2018
Q3 		$2.86M Sell
25,342
-673
-3% -$76.4K 0.58% 29
2018
Q2 		$2.71M Sell
26,015
-79
-0.3% -$8.67K 0.57% 27
2018
Q1 		$2.87M Buy
26,094
+199
+0.8% +$22.5K 0.61% 26
2017
Q4 		$2.93M Buy
25,895
+35
+0.1% +$3.54K 0.57% 31
2017
Q3 		$2.47M Buy
25,860
+640
+3% +$59K 0.51% 36
2017
Q2 		$2.31M Buy
25,220
+6,460
+34% +$557K 0.51% 35
2017
Q1 		$1.65M Sell
18,760
-2,375
-11% -$210K 0.39% 47
2016
Q4 		$1.82M Sell
21,135
-9,192
-30% -$701K 0.46% 41
2016
Q3 		$2.02M Buy
30,327
+9,832
+48% +$641K 0.46% 46
2016
Q2 		$1.27M Sell
20,495
-1,471
-7% -$91.9K 0.31% 82
2016
Q1 		$1.3M Buy
+21,966
New +$1.28M 0.31% 70

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

Caprock Group's JPM Position: Q1 2026 in Review

Caprock Group reduced its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, selling an estimated $1.32M and leaving 99,656 shares worth $29.3M. The position accounts for 0.71% of the portfolio, ranked #24.

Caprock Group first reported a position in JPM in Q1 2016 and has held it in 40 quarters since. The position peaked at $33.5M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Caprock Group held 99,656 shares of JPMorgan Chase worth $29.3M as of Q1 2026.
  • Caprock Group sold 4,349 JPMorgan Chase shares in Q1 2026, an estimated $1.32M.
  • JPMorgan Chase made up 0.71% of Caprock Group's portfolio in Q1 2026, its #24 holding.
  • Caprock Group first reported a position in JPMorgan Chase in Q1 2016 and has held it in 40 quarters since.
  • Caprock Group's JPMorgan Chase position peaked at $33.5M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.