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 | $28M | Buy |
95,100
+16,400
| +21% | +$4.98M | 0.05% | 140 |
|
|
2025
Q4 | $25.4M | Sell |
78,700
-27,500
| -26% | -$8.51M | 0.05% | 155 |
|
|
2025
Q3 | $33.5M | Buy |
106,200
+59,700
| +128% | +$17.8M | 0.06% | 138 |
|
|
2025
Q2 | $13.5M | Sell |
46,500
-69,500
| -60% | -$17.7M | 0.03% | 195 |
|
|
2025
Q1 | $28.5M | Sell |
116,000
-238,700
| -67% | -$60.9M | 0.08% | 129 |
|
|
2024
Q4 | $85M | Buy |
354,700
+76,100
| +27% | +$17.7M | 0.21% | 62 |
|
|
2024
Q3 | $58.7M | Sell |
278,600
-6,800
| -2% | -$1.43M | 0.18% | 69 |
|
|
2024
Q2 | $57.7M | Buy |
285,400
+17,100
| +6% | +$3.34M | 0.18% | 72 |
|
|
2024
Q1 | $53.7M | Sell |
268,300
-249,000
| -48% | -$44.9M | 0.19% | 75 |
|
|
2023
Q4 | $88M | Buy |
517,300
+184,300
| +55% | +$27.9M | 0.26% | 53 |
|
|
2023
Q3 | $48.3M | Buy |
333,000
+33,700
| +11% | +$5.05M | 0.22% | 55 |
|
|
2023
Q2 | $43.5M | Buy |
299,300
+34,300
| +13% | +$4.72M | 0.22% | 61 |
|
|
2023
Q1 | $34.5M | Sell |
265,000
-59,200
| -18% | -$8.11M | 0.17% | 63 |
|
|
2022
Q4 | $43.5M | Buy |
324,200
+211,400
| +187% | +$26.8M | 0.32% | 40 |
|
|
2022
Q3 | $11.8M | Sell |
112,800
-1,700
| -1% | -$195K | 0.07% | 202 |
|
|
2022
Q2 | $12.9M | Sell |
114,500
-218,700
| -66% | -$27.1M | 0.06% | 202 |
|
|
2022
Q1 | $45.4M | Sell |
333,200
-269,100
| -45% | -$39.7M | 0.12% | 122 |
|
|
2021
Q4 | $95.4M | Sell |
602,300
-59,500
| -9% | -$9.77M | 0.16% | 112 |
|
|
2021
Q3 | $108M | Buy |
661,800
+63,200
| +11% | +$9.91M | 0.21% | 94 |
|
|
2021
Q2 | $93.1M | Buy |
598,600
+39,300
| +7% | +$6.17M | 0.21% | 100 |
|
|
2021
Q1 | $85.1M | Buy |
559,300
+33,400
| +6% | +$4.81M | 0.25% | 82 |
|
|
2020
Q4 | $66.8M | Buy |
525,900
+238,700
| +83% | +$26.7M | 0.22% | 83 |
|
|
2020
Q3 | $27.6M | Buy |
287,200
+34,600
| +14% | +$3.4M | 0.14% | 131 |
|
|
2020
Q2 | $23.8M | Buy |
252,600
+175,200
| +226% | +$16.6M | 0.16% | 118 |
|
|
2020
Q1 | $6.97M | Sell |
77,400
-330,200
| -81% | -$40.1M | 0.11% | 200 |
|
|
2019
Q4 | $56.8M | Buy |
407,600
+196,500
| +93% | +$25.2M | 0.31% | 67 |
|
|
2019
Q3 | $24.8M | Sell |
211,100
-94,600
| -31% | -$10.7M | 0.17% | 121 |
|
|
2019
Q2 | $34.2M | Sell |
305,700
-21,200
| -6% | -$2.34M | 0.25% | 91 |
|
|
2019
Q1 | $33.1M | Buy |
326,900
+238,000
| +268% | +$24.5M | 0.3% | 73 |
|
|
2018
Q4 | $8.68M | Buy |
88,900
+47,600
| +115% | +$5.07M | 0.11% | 153 |
|
|
2018
Q3 | $4.66M | Buy |
41,300
+27,800
| +206% | +$3.16M | 0.05% | 262 |
|
|
2018
Q2 | $1.41M | Buy |
+13,500
| New | +$1.48M | 0.02% | 332 |
|
|
2017
Q4 | – | Sell |
-44,900
| Closed | -$4.29M | – | 575 |
|
|
2017
Q3 | $4.29M | Buy |
44,900
+41,000
| +1,051% | +$3.78M | 0.15% | 114 |
|
|
2017
Q2 | $356K | Sell |
3,900
-18,500
| -83% | -$1.6M | 0.01% | 464 |
|
|
2017
Q1 | $1.97M | Sell |
22,400
-65,300
| -74% | -$5.76M | 0.05% | 289 |
|
|
2016
Q4 | $7.56M | Sell |
87,700
-947,000
| -92% | -$72.2M | 0.23% | 84 |
|
|
2016
Q3 | $68.9M | Sell |
1,034,700
-2,367,300
| -70% | -$154M | 1.51% | 11 |
|
|
2016
Q2 | $211M | Buy |
3,402,000
+2,295,900
| +208% | +$143M | 4.04% | 5 |
|
|
2016
Q1 | $65.5M | Buy |
+1,106,100
| New | +$64.6M | 2% | 7 |
|
|
2015
Q3 | – | Sell |
-1,005,800
| Closed | -$68.2M | – | 423 |
|
|
2015
Q2 | $68.2M | Buy |
1,005,800
+706,600
| +236% | +$46.1M | 0.96% | 22 |
|
|
2015
Q1 | $18.1M | Buy |
299,200
+194,100
| +185% | +$11.5M | 0.29% | 67 |
|
|
2014
Q4 | $6.58M | Sell |
105,100
-94,600
| -47% | -$5.69M | 0.09% | 146 |
|
|
2014
Q3 | $12M | Sell |
199,700
-434,100
| -68% | -$25.4M | 0.14% | 131 |
|
|
2014
Q2 | $36.5M | Sell |
633,800
-979,600
| -61% | -$55.1M | 0.48% | 45 |
|
|
2014
Q1 | $97.9M | Buy |
1,613,400
+1,601,100
| +13,017% | +$92.5M | 1.25% | 12 |
|
|
2013
Q4 | $719K | Sell |
12,300
-257,800
| -95% | -$14.1M | 0.01% | 416 |
|
|
2013
Q3 | $14M | Sell |
270,100
-80,000
| -23% | -$4.29M | 0.14% | 81 |
|
|
2013
Q2 | $18.5M | Buy |
+350,100
| New | +$17.8M | 0.2% | 64 |
|
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. 5,057 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.
- 5,057 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.