Capstone Investment 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 | $14.8M | Buy |
50,444
+49,669
| +6,409% | +$15.1M | 0.03% | 224 |
|
|
2025
Q4 | $250K | Sell |
775
-7,669
| -91% | -$2.37M | ﹤0.01% | 1431 |
|
|
2025
Q3 | $2.66M | Sell |
8,444
-35,257
| -81% | -$10.5M | 0.01% | 659 |
|
|
2025
Q2 | $12.7M | Sell |
43,701
-55,308
| -56% | -$14.1M | 0.03% | 206 |
|
|
2025
Q1 | $24.3M | Buy |
99,009
+79,558
| +409% | +$20.3M | 0.06% | 145 |
|
|
2024
Q4 | $4.66M | Buy |
19,451
+9,226
| +90% | +$2.15M | 0.01% | 573 |
|
|
2024
Q3 | $2.16M | Buy |
10,225
+5,297
| +107% | +$1.12M | 0.01% | 711 |
|
|
2024
Q2 | $997K | Buy |
4,928
+3,390
| +220% | +$663K | ﹤0.01% | 989 |
|
|
2024
Q1 | $308K | Buy |
1,538
+816
| +113% | +$147K | ﹤0.01% | 1824 |
|
|
2023
Q4 | $123K | Sell |
722
-88,014
| -99% | -$13.3M | ﹤0.01% | 1908 |
|
|
2023
Q3 | $12.9M | Buy |
88,736
+87,797
| +9,350% | +$13.2M | 0.06% | 230 |
|
|
2023
Q2 | $137K | Buy |
+939
| New | +$129K | ﹤0.01% | 1639 |
|
|
2023
Q1 | – | Sell |
-29,868
| Closed | -$4.09M | – | 1623 |
|
|
2022
Q4 | $4.01M | Sell |
29,868
-270,793
| -90% | -$34.3M | 0.03% | 460 |
|
|
2022
Q3 | $31.4M | Buy |
300,661
+148,063
| +97% | +$17M | 0.19% | 64 |
|
|
2022
Q2 | $17.2M | Sell |
152,598
-89,131
| -37% | -$11M | 0.08% | 153 |
|
|
2022
Q1 | $33M | Buy |
241,729
+240,066
| +14,436% | +$35.4M | 0.09% | 171 |
|
|
2021
Q4 | $263K | Sell |
1,663
-8,464
| -84% | -$1.39M | ﹤0.01% | 1534 |
|
|
2021
Q3 | $1.66M | Buy |
10,127
+4,608
| +83% | +$722K | ﹤0.01% | 1262 |
|
|
2021
Q2 | $858K | Sell |
5,519
-16,099
| -74% | -$2.53M | ﹤0.01% | 1275 |
|
|
2021
Q1 | $3.29M | Buy |
+21,618
| New | +$3.11M | 0.01% | 767 |
|
|
2020
Q4 | – | Sell |
-186,608
| Closed | -$20.9M | – | 1709 |
|
|
2020
Q3 | $18M | Buy |
186,608
+121,799
| +188% | +$12M | 0.09% | 194 |
|
|
2020
Q2 | $6.1M | Buy |
+64,809
| New | +$6.15M | 0.04% | 371 |
|
|
2020
Q1 | – | Sell |
-95,027
| Closed | -$11.5M | – | 1270 |
|
|
2019
Q4 | $13.2M | Buy |
95,027
+69,741
| +276% | +$8.94M | 0.07% | 284 |
|
|
2019
Q3 | $2.98M | Sell |
25,286
-14,304
| -36% | -$1.62M | 0.02% | 615 |
|
|
2019
Q2 | $4.43M | Sell |
39,590
-52,883
| -57% | -$5.83M | 0.03% | 495 |
|
|
2019
Q1 | $9.36M | Buy |
92,473
+9,091
| +11% | +$937K | 0.09% | 227 |
|
|
2018
Q4 | $8.14M | Buy |
83,382
+24,715
| +42% | +$2.63M | 0.1% | 165 |
|
|
2018
Q3 | $6.62M | Buy |
58,667
+14,111
| +32% | +$1.6M | 0.08% | 206 |
|
|
2018
Q2 | $4.64M | Buy |
44,556
+39,809
| +839% | +$4.37M | 0.07% | 164 |
|
|
2018
Q1 | $522K | Buy |
+4,747
| New | +$537K | 0.01% | 267 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$1.38K | – | 646 |
|
|
2017
Q2 | $1K | Buy |
+15
| New | +$1.29K | ﹤0.01% | 611 |
|
|
2017
Q1 | – | Sell |
-7,602
| Closed | -$671K | – | 1003 |
|
|
2016
Q4 | $655K | Buy |
+7,602
| New | +$580K | 0.02% | 527 |
|
|
2016
Q2 | – | Sell |
-9,818
| Closed | -$613K | – | 767 |
|
|
2016
Q1 | $581K | Buy |
+9,818
| New | +$573K | 0.02% | 395 |
|
|
2015
Q4 | – | Sell |
-14,809
| Closed | -$902K | – | 509 |
|
|
2015
Q3 | $902K | Buy |
+14,809
| New | +$970K | 0.02% | 232 |
|
|
2014
Q4 | – | Sell |
-172,418
| Closed | -$10.4M | – | 368 |
|
|
2014
Q3 | $10.4M | Buy |
+172,418
| New | +$10.1M | 0.12% | 144 |
|
Other funds holding JPM
VCM
VPM
Capstone Investment Advisors's JPM Position: Q1 2026 in Review
Capstone Investment Advisors increased its JPMorgan Chase (JPM) stake by 6,409% in Q1 2026, buying an estimated $15.1M and bringing the position to 50,444 shares worth $14.8M. The position accounts for 0.03% of the portfolio, ranked #224.
Capstone Investment Advisors first reported a position in JPM in Q3 2014 and has held it in 35 quarters since. The position peaked at $33M in Q1 2022. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Capstone Investment Advisors held 50,444 shares of JPMorgan Chase worth $14.8M as of Q1 2026.
- Capstone Investment Advisors bought 49,669 JPMorgan Chase shares in Q1 2026, an estimated $15.1M.
- JPMorgan Chase made up 0.03% of Capstone Investment Advisors's portfolio in Q1 2026, its #224 holding.
- Capstone Investment Advisors first reported a position in JPMorgan Chase in Q3 2014 and has held it in 35 quarters since.
- Capstone Investment Advisors's JPMorgan Chase position peaked at $33M in Q1 2022.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.