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Capula Management’s JPMorgan Chase JPM Stock Holding History

Capula Management’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 		$3.06M Buy
10,401
+5,603
+117% +$1.7M 0.02% 184
2025
Q4 		$1.55M Sell
4,798
-3,847
-44% -$1.19M 0.01% 243
2025
Q3 		$2.73M Buy
+8,645
New +$2.57M 0.01% 211
2025
Q2 		– Sell
-3,049
Closed -$778K – 754
2025
Q1 		$748K Buy
3,049
+2,125
+230% +$542K ﹤0.01% 275
2024
Q4 		$221K Sell
924
-1,223
-57% -$285K ﹤0.01% 292
2024
Q3 		$453K Buy
2,147
+1,888
+729% +$398K ﹤0.01% 255
2024
Q2 		$52.4K Sell
259
-1,395
-84% -$273K ﹤0.01% 422
2024
Q1 		$331K Buy
+1,654
New +$298K 0.01% 309
2023
Q4 		– Sell
-237
Closed -$34.4K – 431
2023
Q3 		$34.4K Buy
+237
New +$35.5K ﹤0.01% 495
2023
Q2 		– Sell
-339,517
Closed -$46.7M – 596
2023
Q1 		$44.2M Buy
339,517
+317,638
+1,452% +$43.5M 0.53% 37
2022
Q4 		$2.93M Sell
21,879
-45,850
-68% -$5.81M 0.04% 319
2022
Q3 		$7.08M Buy
67,729
+52,050
+332% +$5.97M 0.1% 214
2022
Q2 		$1.77M Sell
15,679
-4,368
-22% -$541K 0.03% 262
2022
Q1 		$2.71M Sell
20,047
-25,275
-56% -$3.73M 0.04% 220
2021
Q4 		$7.18M Sell
45,322
-9,418
-17% -$1.55M 0.15% 77
2021
Q3 		$8.91M Sell
54,740
-4,794
-8% -$752K 0.11% 155
2021
Q2 		$9.21M Buy
59,534
+37,375
+169% +$5.87M 0.15% 126
2021
Q1 		$3.35M Buy
22,159
+15,695
+243% +$2.26M 0.07% 253
2020
Q4 		$821K Buy
+6,464
New +$723K 0.04% 220
2020
Q3 		– Sell
-18,818
Closed -$1.77M – 227
2020
Q2 		$1.77M Sell
18,818
-62,134
-77% -$5.9M 0.06% 215
2020
Q1 		$7.29M Buy
+80,952
New +$9.84M 0.26% 112

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

Capula Management's JPM Position: Q1 2026 in Review

Capula Management increased its JPMorgan Chase (JPM) stake by 117% in Q1 2026, buying an estimated $1.7M and bringing the position to 10,401 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #184.

Capula Management first reported a position in JPM in Q1 2020 and has held it in 21 quarters since. The position peaked at $44.2M in Q1 2023. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Capula Management held 10,401 shares of JPMorgan Chase worth $3.06M as of Q1 2026.
  • Capula Management bought 5,603 JPMorgan Chase shares in Q1 2026, an estimated $1.7M.
  • JPMorgan Chase made up 0.02% of Capula Management's portfolio in Q1 2026, its #184 holding.
  • Capula Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 21 quarters since.
  • Capula Management's JPMorgan Chase position peaked at $44.2M in Q1 2023.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.