Family Capital Management’s JPMorgan Chase JPM Stock Holding History

Family Capital Management’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	$773K	Sell	2,362 -34	-1%	-$10.6K	0.3%	55
2026 Q1	$705K	Buy	2,396 +252	+12%	+$76.5K	0.31%	57
2025 Q4	$691K	Buy	2,144 +703	+49%	+$218K	0.31%	56
2025 Q3	$455K	Buy	1,441 +295	+26%	+$87.7K	0.22%	65
2025 Q2	$332K	Sell	1,146 -91	-7%	-$23.2K	0.17%	73
2025 Q1	$303K	Buy	+1,237	New	+$315K	0.19%	58
2023 Q3	–	Sell	-1,576	Closed	-$229K	–	86
2023 Q2	$229K	Buy	+1,576	New	+$217K	0.14%	67

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

Family Capital Management's JPM Position: Q2 2026 in Review

Family Capital Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $10.6K and leaving 2,362 shares worth $773K. The position accounts for 0.3% of the portfolio, ranked #55.

Family Capital Management first reported a position in JPM in Q2 2023 and has held it in 7 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Family Capital Management held 2,362 shares of JPMorgan Chase worth $773K as of Q2 2026.
Family Capital Management sold 34 JPMorgan Chase shares in Q2 2026, an estimated $10.6K.
JPMorgan Chase made up 0.3% of Family Capital Management's portfolio in Q2 2026, its #55 holding.
Family Capital Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 7 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.