Chicago Capital’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$45.6M Buy
139,172
+214
+0.2% +$66.5K 1.1% 31
2026
Q1
$40.9M Sell
138,958
-1,833
-1% -$556K 1.1% 34
2025
Q4
$45.4M Buy
140,791
+463
+0.3% +$143K 1.12% 31
2025
Q3
$44.3M Sell
140,328
-1,675
-1% -$498K 1.09% 32
2025
Q2
$41.2M Buy
142,003
+83,417
+142% +$21.3M 1.02% 34
2025
Q1
$14.4M Buy
58,586
+2,862
+5% +$730K 0.41% 50
2024
Q4
$13.4M Sell
55,724
-3,806
-6% -$886K 0.35% 55
2024
Q3
$12.6M Buy
59,530
+316
+0.5% +$66.6K 0.35% 55
2024
Q2
$12M Buy
59,214
+3,249
+6% +$635K 0.36% 56
2024
Q1
$11.2M Buy
55,965
+357
+0.6% +$64.4K 0.34% 55
2023
Q4
$9.46M Buy
55,608
+430
+0.8% +$65.2K 0.34% 50
2023
Q3
$8M Hold
55,178
0.37% 47
2023
Q2
$8.03M Sell
55,178
-5,890
-10% -$810K 0.36% 47
2023
Q1
$7.96M Sell
61,068
-942
-2% -$129K 0.4% 49
2022
Q4
$8.32M Sell
62,010
-397
-0.6% -$50.3K 0.46% 49
2022
Q3
$6.52M Sell
62,407
-601
-1% -$69K 0.38% 52
2022
Q2
$7.09M Buy
63,008
+65
+0.1% +$8.05K 0.39% 50
2022
Q1
$8.58M Buy
62,943
+160
+0.3% +$23.6K 0.37% 53
2021
Q4
$9.94M Buy
62,783
+522
+0.8% +$85.7K 0.37% 53
2021
Q3
$10.2M Buy
62,261
+150
+0.2% +$23.5K 0.39% 49
2021
Q2
$9.66M Buy
62,111
+1,930
+3% +$303K 0.38% 50
2021
Q1
$9.16M Sell
60,181
-227
-0.4% -$32.7K 0.39% 50
2020
Q4
$7.68M Buy
60,408
+144
+0.2% +$16.1K 0.34% 52
2020
Q3
$5.8M Buy
60,264
+35
+0.1% +$3.44K 0.3% 50
2020
Q2
$5.67M Buy
60,229
+100
+0.2% +$9.49K 0.33% 50
2020
Q1
$5.41M Buy
60,129
+65
+0.1% +$7.9K 0.44% 50
2019
Q4
$8.37M Hold
60,064
0.51% 51
2019
Q3
$7.07M Buy
60,064
+143
+0.2% +$16.2K 0.47% 53
2019
Q2
$6.7M Buy
59,921
+489
+0.8% +$53.9K 0.43% 57
2019
Q1
$6.02M Sell
59,432
-925
-2% -$95.3K 0.41% 58
2018
Q4
$5.89M Buy
60,357
+836
+1% +$89.1K 0.48% 52
2018
Q3
$6.72M Buy
59,521
+45
+0.1% +$5.11K 0.46% 50
2018
Q2
$6.2M Buy
59,476
+44,823
+306% +$4.92M 0.5% 52
2018
Q1
$1.61M Buy
+14,653
New +$1.66M 0.22% 64

Other funds holding JPM

Chicago Capital's JPM Position: Q2 2026 in Review

Chicago Capital increased its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, buying an estimated $66.5K and bringing the position to 139,172 shares worth $45.6M. The position accounts for 1.1% of the portfolio, ranked #31.

Chicago Capital first reported a position in JPM in Q1 2018 and has held it in 34 quarters since. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Chicago Capital held 139,172 shares of JPMorgan Chase worth $45.6M as of Q2 2026.
  • Chicago Capital bought 214 JPMorgan Chase shares in Q2 2026, an estimated $66.5K.
  • JPMorgan Chase made up 1.1% of Chicago Capital's portfolio in Q2 2026, its #31 holding.
  • Chicago Capital first reported a position in JPMorgan Chase in Q1 2018 and has held it in 34 quarters since.
  • 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.