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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
Q2 		$543K Buy
1,660
+5
+0.3% +$1.55K 0.19% 61
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s JPM Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its JPMorgan Chase (JPM) stake by 0.3% in Q2 2026, buying an estimated $1.55K and bringing the position to 1,660 shares worth $543K. The position accounts for 0.19% of the portfolio, ranked #61.

Capstone Wealth Management Group (Pennsylvania) first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $546K in Q1 2022. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 1,660 shares of JPMorgan Chase worth $543K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 0.19% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #61 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s JPMorgan Chase position peaked at $546K in Q1 2022.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.