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Commons Capital’s JPMorgan Chase JPM Stock Holding History

Commons Capital’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 		$2.35M Buy
7,997
+33
+0.4% +$10K 1.97% 11
2025
Q4 		$2.57M Buy
7,964
+526
+7% +$163K 1.72% 13
2025
Q3 		$2.35M Buy
7,438
+26
+0.4% +$7.73K 1.53% 17
2025
Q2 		$2.15M Buy
7,412
+33
+0.4% +$8.42K 1.63% 16
2025
Q1 		$1.81M Sell
7,379
-191
-3% -$48.7K 1.66% 18
2024
Q4 		$1.81M Sell
7,570
-123
-2% -$28.6K 1.64% 13
2024
Q3 		$1.62M Buy
7,693
+29
+0.4% +$6.11K 1.79% 12
2024
Q2 		$1.55M Sell
7,664
-337
-4% -$65.9K 1.87% 12
2024
Q1 		$1.6M Buy
8,001
+38
+0.5% +$6.86K 2.33% 12
2023
Q4 		$1.35M Buy
7,963
+48
+0.6% +$7.27K 2.14% 15
2023
Q3 		$1.15M Sell
7,915
-1,867
-19% -$280K 1.98% 17
2023
Q2 		$1.42M Sell
9,782
-86
-0.9% -$11.8K 2.15% 12
2023
Q1 		$1.29M Sell
9,868
-475
-5% -$65.1K 2.06% 12
2022
Q4 		$1.39M Sell
10,343
-122
-1% -$15.5K 2.28% 11
2022
Q3 		$1.09M Buy
10,465
+82
+0.8% +$9.41K 1.73% 14
2022
Q2 		$1.17M Buy
10,383
+46
+0.4% +$5.7K 1.77% 13
2022
Q1 		$1.41M Buy
10,337
+80
+0.8% +$11.8K 1.52% 12
2021
Q4 		$1.62M Buy
+10,257
New +$1.68M 1.61% 10

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

Commons Capital's JPM Position: Q1 2026 in Review

Commons Capital increased its JPMorgan Chase (JPM) stake by 0.41% in Q1 2026, buying an estimated $10K and bringing the position to 7,997 shares worth $2.35M. The position accounts for 1.97% of the portfolio, ranked #11.

Commons Capital first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.57M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Commons Capital held 7,997 shares of JPMorgan Chase worth $2.35M as of Q1 2026.
  • Commons Capital bought 33 JPMorgan Chase shares in Q1 2026, an estimated $10K.
  • JPMorgan Chase made up 1.97% of Commons Capital's portfolio in Q1 2026, its #11 holding.
  • Commons Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Commons Capital's JPMorgan Chase position peaked at $2.57M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Commons Capital's 13F filing for Q1 2026, filed 30 Apr 2026.