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Enhancing Capital’s JPMorgan Chase JPM Stock Holding History

Enhancing 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 		$6.77M Hold
23,000
– – 5.02% 4
2025
Q4 		$7.41M Hold
23,000
– – 5.3% 4
2025
Q3 		$7.25M Hold
23,000
– – 5.31% 3
2025
Q2 		$6.67M Hold
23,000
– – 5.08% 2
2025
Q1 		$5.64M Hold
23,000
– – 4.51% 3
2024
Q4 		$5.51M Buy
+23,000
New +$5.36M 4.39% 3
2022
Q3 		$2.91M Hold
27,477
– – 3.6% 4
2022
Q2 		$3.09M Sell
27,477
-13
-0% -$1.61K 3.69% 3
2022
Q1 		$3.75M Hold
27,490
– – 4% 3
2021
Q4 		$4.35M Buy
+27,490
New +$4.51M 4.73% 3

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

Enhancing Capital's JPM Position: Q1 2026 in Review

Enhancing Capital held its JPMorgan Chase (JPM) position steady in Q1 2026 at 23,000 shares worth $6.77M. The position accounts for 5.02% of the portfolio, ranked #4.

Enhancing Capital first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.41M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Enhancing Capital held 23,000 shares of JPMorgan Chase worth $6.77M as of Q1 2026.
  • Enhancing Capital left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 5.02% of Enhancing Capital's portfolio in Q1 2026, its #4 holding.
  • Enhancing Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
  • Enhancing Capital's JPMorgan Chase position peaked at $7.41M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Enhancing Capital's 13F filing for Q1 2026, filed 8 May 2026.