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 | $125M | Buy |
423,300
+120,100
| +40% | +$36.4M | 0.22% | 55 |
|
|
2025
Q4 | $97.7M | Sell |
303,200
-221,100
| -42% | -$68.5M | 0.19% | 56 |
|
|
2025
Q3 | $165M | Buy |
524,300
+229,500
| +78% | +$68.3M | 0.31% | 35 |
|
|
2025
Q2 | $85.5M | Sell |
294,800
-209,000
| -41% | -$53.3M | 0.21% | 42 |
|
|
2025
Q1 | $124M | Sell |
503,800
-628,200
| -55% | -$160M | 0.33% | 35 |
|
|
2024
Q4 | $271M | Buy |
1,132,000
+291,000
| +35% | +$67.8M | 0.66% | 25 |
|
|
2024
Q3 | $177M | Sell |
841,000
-69,400
| -8% | -$14.6M | 0.54% | 25 |
|
|
2024
Q2 | $184M | Buy |
910,400
+135,900
| +18% | +$26.6M | 0.58% | 24 |
|
|
2024
Q1 | $155M | Sell |
774,500
-371,200
| -32% | -$67M | 0.56% | 26 |
|
|
2023
Q4 | $195M | Buy |
1,145,700
+594,500
| +108% | +$90.1M | 0.59% | 22 |
|
|
2023
Q3 | $79.9M | Buy |
551,200
+195,000
| +55% | +$29.2M | 0.36% | 29 |
|
|
2023
Q2 | $51.8M | Buy |
356,200
+109,900
| +45% | +$15.1M | 0.26% | 50 |
|
|
2023
Q1 | $32.1M | Sell |
246,300
-126,600
| -34% | -$17.3M | 0.16% | 75 |
|
|
2022
Q4 | $50M | Sell |
372,900
-30,900
| -8% | -$3.92M | 0.36% | 28 |
|
|
2022
Q3 | $42.2M | Buy |
403,800
+1,000
| +0.2% | +$115K | 0.25% | 36 |
|
|
2022
Q2 | $45.4M | Sell |
402,800
-534,800
| -57% | -$66.3M | 0.22% | 56 |
|
|
2022
Q1 | $128M | Sell |
937,600
-1,620,200
| -63% | -$239M | 0.35% | 33 |
|
|
2021
Q4 | $405M | Buy |
2,557,800
+242,700
| +10% | +$39.9M | 0.68% | 19 |
|
|
2021
Q3 | $379M | Buy |
2,315,100
+73,900
| +3% | +$11.6M | 0.75% | 17 |
|
|
2021
Q2 | $349M | Buy |
2,241,200
+333,300
| +17% | +$52.3M | 0.79% | 13 |
|
|
2021
Q1 | $290M | Buy |
1,907,900
+496,700
| +35% | +$71.5M | 0.86% | 16 |
|
|
2020
Q4 | $179M | Buy |
1,411,200
+469,000
| +50% | +$52.4M | 0.6% | 25 |
|
|
2020
Q3 | $90.7M | Buy |
942,200
+266,700
| +39% | +$26.2M | 0.46% | 32 |
|
|
2020
Q2 | $63.5M | Buy |
675,500
+368,000
| +120% | +$34.9M | 0.42% | 35 |
|
|
2020
Q1 | $27.7M | Sell |
307,500
-857,800
| -74% | -$104M | 0.45% | 26 |
|
|
2019
Q4 | $162M | Buy |
1,165,300
+304,500
| +35% | +$39.1M | 0.88% | 16 |
|
|
2019
Q3 | $101M | Buy |
860,800
+5,300
| +0.6% | +$599K | 0.7% | 26 |
|
|
2019
Q2 | $95.6M | Buy |
855,500
+217,100
| +34% | +$23.9M | 0.69% | 20 |
|
|
2019
Q1 | $64.6M | Buy |
638,400
+296,400
| +87% | +$30.5M | 0.59% | 30 |
|
|
2018
Q4 | $33.4M | Buy |
342,000
+105,600
| +45% | +$11.3M | 0.41% | 38 |
|
|
2018
Q3 | $26.7M | Buy |
236,400
+143,200
| +154% | +$16.3M | 0.3% | 49 |
|
|
2018
Q2 | $9.71M | Buy |
93,200
+83,300
| +841% | +$9.14M | 0.15% | 102 |
|
|
2018
Q1 | $1.09M | Sell |
9,900
-32,700
| -77% | -$3.7M | 0.02% | 234 |
|
|
2017
Q4 | $4.55M | Sell |
42,600
-35,000
| -45% | -$3.54M | 0.13% | 112 |
|
|
2017
Q3 | $7.41M | Buy |
77,600
+35,000
| +82% | +$3.23M | 0.26% | 76 |
|
|
2017
Q2 | $3.89M | Sell |
42,600
-16,300
| -28% | -$1.41M | 0.11% | 161 |
|
|
2017
Q1 | $5.17M | Sell |
58,900
-12,700
| -18% | -$1.12M | 0.13% | 130 |
|
|
2016
Q4 | $6.17M | Buy |
71,600
+56,200
| +365% | +$4.29M | 0.19% | 104 |
|
|
2016
Q3 | $1.02M | Sell |
15,400
-484,600
| -97% | -$31.6M | 0.02% | 370 |
|
|
2016
Q2 | $31.1M | Buy |
500,000
+349,900
| +233% | +$21.9M | 0.59% | 35 |
|
|
2016
Q1 | $8.89M | Buy |
+150,100
| New | +$8.77M | 0.27% | 77 |
|
|
2015
Q4 | – | Sell |
-14,900
| Closed | -$908K | – | 510 |
|
|
2015
Q3 | $908K | Sell |
14,900
-274,000
| -95% | -$17.9M | 0.02% | 230 |
|
|
2015
Q2 | $19.6M | Buy |
288,900
+134,300
| +87% | +$8.77M | 0.28% | 82 |
|
|
2015
Q1 | $9.37M | Buy |
154,600
+130,600
| +544% | +$7.73M | 0.15% | 118 |
|
|
2014
Q4 | $1.5M | Sell |
24,000
-289,400
| -92% | -$17.4M | 0.02% | 234 |
|
|
2014
Q3 | $18.9M | Buy |
313,400
+90,200
| +40% | +$5.27M | 0.21% | 98 |
|
|
2014
Q2 | $12.9M | Sell |
223,200
-51,400
| -19% | -$2.89M | 0.17% | 111 |
|
|
2014
Q1 | $16.7M | Buy |
+274,600
| New | +$15.9M | 0.21% | 85 |
|
|
2013
Q4 | – | Sell |
-200,000
| Closed | -$10.3M | – | 523 |
|
|
2013
Q3 | $10.3M | Hold |
200,000
| – | – | 0.1% | 110 |
|
|
2013
Q2 | $10.6M | Buy |
+200,000
| New | +$10.2M | 0.11% | 88 |
|
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.