Capstone Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.4M | Buy |
66,013
+10,707
| +19% | +$3.25M | 1.05% | 17 |
|
|
2025
Q4 | $17.8M | Sell |
55,306
-321
| -0.6% | -$99.4K | 0.95% | 17 |
|
|
2025
Q3 | $17.5M | Buy |
55,627
+418
| +0.8% | +$124K | 0.95% | 17 |
|
|
2025
Q2 | $16M | Buy |
55,209
+233
| +0.4% | +$59.5K | 0.93% | 17 |
|
|
2025
Q1 | $13.5M | Buy |
54,976
+19
| +0% | +$4.84K | 0.85% | 17 |
|
|
2024
Q4 | $13.2M | Buy |
54,957
+729
| +1% | +$170K | 0.81% | 18 |
|
|
2024
Q3 | $11.4M | Buy |
54,228
+1,035
| +2% | +$218K | 0.7% | 18 |
|
|
2024
Q2 | $10.8M | Buy |
53,193
+234
| +0.4% | +$45.7K | 0.71% | 18 |
|
|
2024
Q1 | $10.6M | Buy |
52,959
+100
| +0.2% | +$18K | 0.71% | 17 |
|
|
2023
Q4 | $8.99M | Sell |
52,859
-2,317
| -4% | -$351K | 0.64% | 18 |
|
|
2023
Q3 | $8M | Buy |
55,176
+191
| +0.3% | +$28.6K | 0.63% | 20 |
|
|
2023
Q2 | $8M | Buy |
54,985
+563
| +1% | +$77.4K | 0.6% | 20 |
|
|
2023
Q1 | $7.09M | Buy |
54,422
+277
| +0.5% | +$38K | 0.56% | 21 |
|
|
2022
Q4 | $7.26M | Buy |
54,145
+300
| +0.6% | +$38K | 0.61% | 21 |
|
|
2022
Q3 | $5.63M | Buy |
53,845
+738
| +1% | +$84.7K | 0.52% | 21 |
|
|
2022
Q2 | $5.98M | Buy |
53,107
+310
| +0.6% | +$38.4K | 0.51% | 25 |
|
|
2022
Q1 | $7.2M | Buy |
52,797
+93
| +0.2% | +$13.7K | 0.52% | 24 |
|
|
2021
Q4 | $8.35M | Buy |
52,704
+841
| +2% | +$138K | 0.6% | 20 |
|
|
2021
Q3 | $8.49M | Buy |
51,863
+405
| +0.8% | +$63.5K | 0.67% | 20 |
|
|
2021
Q2 | $8M | Buy |
51,458
+876
| +2% | +$138K | 0.63% | 19 |
|
|
2021
Q1 | $7.7M | Buy |
50,582
+323
| +0.6% | +$46.5K | 0.68% | 19 |
|
|
2020
Q4 | $6.39M | Sell |
50,259
-243
| -0.5% | -$27.2K | 0.61% | 19 |
|
|
2020
Q3 | $4.86M | Buy |
50,502
+1
| +0% | +$98 | 0.51% | 20 |
|
|
2020
Q2 | $4.75M | Sell |
50,501
-260
| -0.5% | -$24.7K | 0.54% | 20 |
|
|
2020
Q1 | $4.57M | Sell |
50,761
-855
| -2% | -$104K | 0.6% | 19 |
|
|
2019
Q4 | $7.2M | Buy |
51,616
+93
| +0.2% | +$11.9K | 1.01% | 13 |
|
|
2019
Q3 | $6.06M | Sell |
51,523
-2,215
| -4% | -$251K | 0.93% | 13 |
|
|
2019
Q2 | $6.01M | Buy |
53,738
+404
| +0.8% | +$44.5K | 0.97% | 13 |
|
|
2019
Q1 | $5.4M | Buy |
53,334
+605
| +1% | +$62.3K | 0.92% | 14 |
|
|
2018
Q4 | $5.15M | Sell |
52,729
-4,864
| -8% | -$518K | 1.03% | 17 |
|
|
2018
Q3 | $6.5M | Buy |
57,593
+5
| +0% | +$568 | 1.61% | 11 |
|
|
2018
Q2 | $6M | Buy |
57,588
+4
| +0% | +$439 | 1.8% | 12 |
|
|
2018
Q1 | $6.33M | Sell |
57,584
-661
| -1% | -$74.8K | 2.09% | 11 |
|
|
2017
Q4 | $6.23M | Sell |
58,245
-1,378
| -2% | -$140K | 2.32% | 11 |
|
|
2017
Q3 | $5.7M | Sell |
59,623
-55
| -0.1% | -$5.07K | 2.53% | 7 |
|
|
2017
Q2 | $5.46M | Buy |
59,678
+927
| +2% | +$80K | 2.64% | 7 |
|
|
2017
Q1 | $5.16M | Buy |
58,751
+500
| +0.9% | +$44.1K | 2.62% | 8 |
|
|
2016
Q4 | $5.03M | Buy |
58,251
+34
| +0.1% | +$2.59K | 2.29% | 10 |
|
|
2016
Q3 | $3.88M | Buy |
58,217
+1
| +0% | +$65 | 2.06% | 8 |
|
|
2016
Q2 | $3.62M | Sell |
58,216
-1,361
| -2% | -$85K | 1.95% | 8 |
|
|
2016
Q1 | $3.53M | Sell |
59,577
-1,353
| -2% | -$79K | 1.4% | 12 |
|
|
2015
Q4 | $4.02M | Sell |
60,930
-999
| -2% | -$65K | 1.43% | 12 |
|
|
2015
Q3 | $3.78M | Sell |
61,929
-10
| -0% | -$655 | 1.67% | 11 |
|
|
2015
Q2 | $4.2M | Sell |
61,939
-1,727
| -3% | -$113K | 1.64% | 10 |
|
|
2015
Q1 | $3.86M | Buy |
63,666
+594
| +0.9% | +$35.2K | 1.48% | 10 |
|
|
2014
Q4 | $3.95M | Sell |
63,072
-1,086
| -2% | -$65.4K | 1.23% | 14 |
|
|
2014
Q3 | $3.87M | Buy |
64,158
+99
| +0.2% | +$5.79K | 2.35% | 7 |
|
|
2014
Q2 | $3.69M | Sell |
64,059
-850
| -1% | -$47.8K | 2.57% | 6 |
|
|
2014
Q1 | $3.94M | Sell |
64,909
-1,630
| -2% | -$94.2K | 2.41% | 7 |
|
|
2013
Q4 | $3.89M | Buy |
+66,539
| New | +$3.65M | 2.51% | 6 |
|
Other funds holding JPM
VCM
VPM
Capstone Financial Advisors's JPM Position: Q1 2026 in Review
Capstone Financial Advisors increased its JPMorgan Chase (JPM) stake by 19% in Q1 2026, buying an estimated $3.25M and bringing the position to 66,013 shares worth $19.4M. The position accounts for 1.05% of the portfolio, ranked #17.
Capstone Financial Advisors first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Capstone Financial Advisors held 66,013 shares of JPMorgan Chase worth $19.4M as of Q1 2026.
- Capstone Financial Advisors bought 10,707 JPMorgan Chase shares in Q1 2026, an estimated $3.25M.
- JPMorgan Chase made up 1.05% of Capstone Financial Advisors's portfolio in Q1 2026, its #17 holding.
- Capstone Financial Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.