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Capstone Capital’s JPMorgan Chase JPM Stock Holding History

Capstone Capital’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
2025
Q4 		– Sell
-1,091
Closed -$344K – 23
2025
Q3 		$344K Buy
1,091
+18
+2% +$5.35K 0.23% 17
2025
Q2 		$311K Hold
1,073
– – 0.23% 15
2025
Q1 		$263K Sell
1,073
-125
-10% -$31.9K 0.21% 17
2024
Q4 		$287K Sell
1,198
-2
-0.2% -$466 0.23% 18
2024
Q3 		$253K Sell
1,200
-5
-0.4% -$1.05K 0.21% 20
2024
Q2 		$244K Buy
1,205
+125
+12% +$24.4K 0.22% 18
2024
Q1 		$216K Buy
+1,080
New +$195K 0.19% 19

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capstone Capital's JPM Position: Q4 2025 in Review

Capstone Capital sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,091 shares — an estimated $344K sold.

Capstone Capital first reported a position in JPM in Q1 2024 and held it in 7 quarters. The position peaked at $344K in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Capstone Capital reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • Capstone Capital sold 1,091 JPMorgan Chase shares in Q4 2025, an estimated $344K.
  • Capstone Capital first reported a position in JPMorgan Chase in Q1 2024 and held it in 7 quarters.
  • Capstone Capital's JPMorgan Chase position peaked at $344K in Q3 2025.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Capstone Capital's 13F filing for Q4 2025, filed 22 Jan 2026.