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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 		$3.41M Buy
11,600
+4,600
+66% +$1.4M 0.02% 171
2025
Q4 		$2.26M Sell
7,000
-107,800
-94% -$33.4M 0.01% 211
2025
Q3 		$36.2M Buy
114,800
+111,600
+3,488% +$33.2M 0.18% 63
2025
Q2 		$928K Sell
3,200
-300
-9% -$76.6K 0.01% 184
2025
Q1 		$859K Buy
+3,500
New +$892K ﹤0.01% 254
2024
Q4 		– Sell
-3,500
Closed -$738K – 488
2024
Q3 		$738K Sell
3,500
-2,100
-38% -$442K 0.01% 200
2024
Q2 		$1.13M Buy
+5,600
New +$1.09M 0.01% 141
2023
Q4 		– Sell
-11,400
Closed -$1.65M – 430
2023
Q3 		$1.65M Sell
11,400
-269,100
-96% -$40.3M 0.03% 160
2023
Q2 		$40.8M Buy
280,500
+154,800
+123% +$21.3M 1% 20
2023
Q1 		$16.4M Sell
125,700
-182,600
-59% -$25M 0.2% 103
2022
Q4 		$41.3M Sell
308,300
-42,100
-12% -$5.33M 0.56% 42
2022
Q3 		$36.6M Sell
350,400
-180,500
-34% -$20.7M 0.49% 41
2022
Q2 		$59.8M Buy
530,900
+417,700
+369% +$51.8M 1.02% 16
2022
Q1 		$15.3M Buy
113,200
+72,100
+175% +$10.6M 0.22% 101
2021
Q4 		$6.51M Sell
41,100
-48,900
-54% -$8.03M 0.14% 87
2021
Q3 		$14.6M Buy
90,000
+46,700
+108% +$7.32M 0.18% 99
2021
Q2 		$6.7M Sell
43,300
-130,700
-75% -$20.5M 0.11% 160
2021
Q1 		$26.3M Buy
174,000
+115,400
+197% +$16.6M 0.52% 53
2020
Q4 		$7.45M Buy
+58,600
New +$6.55M 0.37% 71
2020
Q3 		– Sell
-10,500
Closed -$988K – 226
2020
Q2 		$988K Sell
10,500
-254,500
-96% -$24.1M 0.04% 248
2020
Q1 		$23.9M Buy
265,000
+180,000
+212% +$21.9M 0.86% 17
2019
Q4 		$11.8M Sell
85,000
-150,000
-64% -$19.2M 0.25% 96
2019
Q3 		$27.7M Buy
+235,000
New +$26.6M 0.59% 35

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. 5,051 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.
  • 5,051 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.