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Daytona Street Capital’s JPMorgan Chase JPM Stock Holding History

Daytona Street 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
Q2 		$3.78M Sell
11,203
-143
-1% -$44.4K 2.76% 5
2026
Q1 		$3.38M Buy
11,346
+4
+0% +$1.21K 2.6% 6
2025
Q4 		$3.65M Buy
+11,342
New +$3.51M 2.84% 5

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Daytona Street Capital's JPM Position: Q2 2026 in Review

Daytona Street Capital reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $44.4K and leaving 11,203 shares worth $3.78M. The position accounts for 2.76% of the portfolio, ranked #5.

Daytona Street Capital first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,257 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Daytona Street Capital held 11,203 shares of JPMorgan Chase worth $3.78M as of Q2 2026.
  • Daytona Street Capital sold 143 JPMorgan Chase shares in Q2 2026, an estimated $44.4K.
  • JPMorgan Chase made up 2.76% of Daytona Street Capital's portfolio in Q2 2026, its #5 holding.
  • Daytona Street Capital first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,257 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.