Elequin Capital’s JPMorgan Chase JPM Stock Holding History

Elequin 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	$217K	Sell	662 -2,049	-76%	-$636K	0.01%	195
2026 Q1	$797K	Buy	+2,711	New	+$823K	0.07%	68
2024 Q3	–	Sell	-45	Closed	-$9.1K	–	430
2024 Q2	$9.1K	Buy	+45	New	+$8.8K	﹤0.01%	131
2024 Q1	–	Sell	-2,040	Closed	-$347K	–	374
2023 Q4	$347K	Buy	2,040 +398	+24%	+$60.3K	0.1%	75
2023 Q3	$238K	Buy	+1,642	New	+$246K	0.05%	96
2023 Q2	–	Sell	-3	Closed	-$391	–	580
2023 Q1	$391	Buy	+3	New	+$411	﹤0.01%	281
2022 Q2	–	Sell	-17	Closed	-$2K	–	416
2022 Q1	$2K	Sell	17 -6	-26%	-$886	﹤0.01%	260
2021 Q4	$4K	Buy	+23	New	+$3.78K	﹤0.01%	20

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Elequin Capital's JPM Position: Q2 2026 in Review

Elequin Capital reduced its JPMorgan Chase (JPM) stake by 76% in Q2 2026, selling an estimated $636K and leaving 662 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #195.

Elequin Capital first reported a position in JPM in Q4 2021 and has held it in 8 quarters since. The position peaked at $797K in Q1 2026. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Elequin Capital held 662 shares of JPMorgan Chase worth $217K as of Q2 2026.
Elequin Capital sold 2,049 JPMorgan Chase shares in Q2 2026, an estimated $636K.
JPMorgan Chase made up 0.01% of Elequin Capital's portfolio in Q2 2026, its #195 holding.
Elequin Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 8 quarters since.
Elequin Capital's JPMorgan Chase position peaked at $797K in Q1 2026.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.