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Capstone Wealth Management Group (Oregon)’s JPMorgan Chase JPM Stock Holding History

Capstone Wealth Management Group (Oregon)’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
2026
Q1 		$648K Sell
2,203
-146
-6% -$44.3K 0.4% 53
2025
Q4 		$757K Sell
2,349
-15
-0.6% -$4.64K 0.46% 51
2025
Q3 		$746K Buy
2,364
+52
+2% +$15.5K 0.48% 51
2025
Q2 		$670K Sell
2,312
-138
-6% -$35.2K 0.49% 49
2025
Q1 		$601K Sell
2,450
-34
-1% -$8.67K 0.48% 49
2024
Q4 		$595K Buy
+2,484
New +$579K 0.45% 49

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s JPM Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its JPMorgan Chase (JPM) stake by 6.2% in Q1 2026, selling an estimated $44.3K and leaving 2,203 shares worth $648K. The position accounts for 0.4% of the portfolio, ranked #53.

Capstone Wealth Management Group (Oregon) first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $757K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 2,203 shares of JPMorgan Chase worth $648K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) sold 146 JPMorgan Chase shares in Q1 2026, an estimated $44.3K.
  • JPMorgan Chase made up 0.4% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #53 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s JPMorgan Chase position peaked at $757K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.