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CoreCap Advisors’s JPMorgan Chase JPM Stock Holding History

CoreCap Advisors’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 		$11.3M Buy
34,016
+1,703
+5% +$596K 0.32% 58
2026
Q2 		$10.6M Buy
32,313
+1,389
+4% +$431K 0.31% 60
2026
Q1 		$9.1M Buy
30,924
+1,059
+4% +$321K 0.31% 65
2025
Q4 		$9.62M Buy
29,865
+851
+3% +$263K 0.34% 50
2025
Q3 		$9.15M Buy
29,014
+1,610
+6% +$479K 0.33% 51
2025
Q2 		$7.94M Buy
27,404
+1,472
+6% +$376K 0.32% 60
2025
Q1 		$6.36M Buy
25,932
+801
+3% +$204K 0.28% 67
2024
Q4 		$6.02M Sell
25,131
-5,388
-18% -$1.25M 0.27% 61
2024
Q3 		$6.44M Buy
30,519
+4,112
+16% +$866K 0.3% 65
2024
Q2 		$5.34M Buy
26,407
+167
+0.6% +$32.6K 0.55% 29
2024
Q1 		$5.26M Buy
26,240
+5,275
+25% +$952K 0.28% 63
2023
Q4 		$3.57M Sell
20,965
-729
-3% -$110K 0.23% 87
2023
Q3 		$3.15M Sell
21,694
-540
-2% -$80.9K 0.23% 89
2023
Q2 		$3.23M Buy
+22,234
New +$3.06M 0.23% 88
2022
Q4 		$1.97M Buy
14,685
+1,077
+8% +$136K 0.14% 128
2022
Q3 		$1.42M Buy
13,608
+1,429
+12% +$164K 0.12% 153
2022
Q2 		$1.37M Sell
12,179
-992
-8% -$123K 0.11% 154
2022
Q1 		$1.8M Sell
13,171
-7,833
-37% -$1.16M 0.12% 136
2021
Q4 		$3.33M Buy
+21,004
New +$3.45M 0.22% 84

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors's JPM Position: Q3 2026 in Review

CoreCap Advisors increased its JPMorgan Chase (JPM) stake by 5.3% in Q3 2026, buying an estimated $596K and bringing the position to 34,016 shares worth $11.3M. The position accounts for 0.32% of the portfolio, ranked #58.

CoreCap Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • CoreCap Advisors held 34,016 shares of JPMorgan Chase worth $11.3M as of Q3 2026.
  • CoreCap Advisors bought 1,703 JPMorgan Chase shares in Q3 2026, an estimated $596K.
  • JPMorgan Chase made up 0.32% of CoreCap Advisors's portfolio in Q3 2026, its #58 holding.
  • CoreCap Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.