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

Capstone Wealth Management Group (Pennsylvania)’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	$487K	Sell	1,655 -26	-2%	-$7.89K	0.2%	65
2025 Q4	$542K	Buy	1,681 +5	+0.3%	+$1.55K	0.23%	51
2025 Q3	$529K	Buy	1,676 +294	+21%	+$87.4K	0.22%	50
2025 Q2	$401K	Buy	1,382 +307	+29%	+$78.3K	0.38%	39
2025 Q1	$264K	Buy	1,075 +3	+0.3%	+$765	0.15%	61
2024 Q4	$257K	Buy	1,072 +2	+0.2%	+$466	0.14%	69
2024 Q3	$226K	Buy	1,070 +2	+0.2%	+$421	0.13%	68
2024 Q2	$216K	Buy	1,068 +3	+0.3%	+$587	0.14%	67
2024 Q1	$213K	Buy	+1,065	New	+$192K	0.15%	68
2023 Q1	–	Sell	-2,198	Closed	-$295K	–	59
2022 Q4	$295K	Sell	2,198 -1,055	-32%	-$134K	0.32%	51
2022 Q3	$340K	Sell	3,253 -897	-22%	-$103K	0.44%	44
2022 Q2	$467K	Buy	4,150 +147	+4%	+$18.2K	0.56%	37
2022 Q1	$546K	Buy	4,003 +658	+20%	+$97.1K	0.55%	38
2021 Q4	$530K	Buy	+3,345	New	+$549K	0.43%	47

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $7.89K and leaving 1,655 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #65.

Capstone Wealth Management Group (Pennsylvania) first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $546K in Q1 2022. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 1,655 shares of JPMorgan Chase worth $487K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) sold 26 JPMorgan Chase shares in Q1 2026, an estimated $7.89K.
JPMorgan Chase made up 0.2% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #65 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s JPMorgan Chase position peaked at $546K in Q1 2022.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.