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 Q3	$9.23M	Hold	28,050	–	–	3.13%	12
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Codex Capital Asset Management's JPM Position: Q3 2026 in Review

Codex Capital Asset Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 28,050 shares worth $9.23M. The position accounts for 3.13% of the portfolio, ranked #12.

Codex Capital Asset Management first reported a position in JPM in Q2 2024 and has held it in 10 quarters since. The position peaked at $12.2M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Codex Capital Asset Management held 28,050 shares of JPMorgan Chase worth $9.23M as of Q3 2026.
Codex Capital Asset Management left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 3.13% of Codex Capital Asset Management's portfolio in Q3 2026, its #12 holding.
Codex Capital Asset Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 10 quarters since.
Codex Capital Asset Management's JPMorgan Chase position peaked at $12.2M in Q4 2025.
2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Codex Capital Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.