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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CoreCap Advisors's JPM Position: Q2 2026 in Review

CoreCap Advisors increased its JPMorgan Chase (JPM) stake by 4.5% in Q2 2026, buying an estimated $431K and bringing the position to 32,313 shares worth $10.6M. The position accounts for 0.31% of the portfolio, ranked #60.

CoreCap Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CoreCap Advisors held 32,313 shares of JPMorgan Chase worth $10.6M as of Q2 2026.
  • CoreCap Advisors bought 1,389 JPMorgan Chase shares in Q2 2026, an estimated $431K.
  • JPMorgan Chase made up 0.31% of CoreCap Advisors's portfolio in Q2 2026, its #60 holding.
  • CoreCap Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.