Codex Capital Asset Management’s JPMorgan Chase JPM Stock Holding History

Codex Capital Asset 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 Q2	$9.14M	Sell	28,050 -9,700	-26%	-$3.01M	3.16%	12
2026 Q1	$11M	Hold	37,750	–	–	4.27%	9
2025 Q4	$12.2M	Buy	37,750 +3,500	+10%	+$1.08M	4.42%	8
2025 Q3	$10.8M	Buy	34,250 +6,250	+22%	+$1.86M	4.05%	8
2025 Q2	$8.12M	Hold	28,000	–	–	3.25%	10
2025 Q1	$6.83M	Hold	28,000	–	–	3.22%	11
2024 Q4	$6.68M	Hold	28,000	–	–	2.95%	13
2024 Q3	$5.88M	Buy	28,000 +2,000	+8%	+$421K	2.61%	15
2024 Q2	$5.26M	Buy	+26,000	New	+$5.08M	2.41%	19

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Codex Capital Asset Management's JPM Position: Q2 2026 in Review

Codex Capital Asset Management reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2026, selling an estimated $3.01M and leaving 28,050 shares worth $9.14M. The position accounts for 3.16% of the portfolio, ranked #12.

Codex Capital Asset Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.2M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Codex Capital Asset Management held 28,050 shares of JPMorgan Chase worth $9.14M as of Q2 2026.
Codex Capital Asset Management sold 9,700 JPMorgan Chase shares in Q2 2026, an estimated $3.01M.
JPMorgan Chase made up 3.16% of Codex Capital Asset Management's portfolio in Q2 2026, its #12 holding.
Codex Capital Asset Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Codex Capital Asset Management's JPMorgan Chase position peaked at $12.2M in Q4 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Codex Capital Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.