FCM
JPM icon

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
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
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

Family Capital Management's JPM Position: Q1 2026 in Review

Family Capital Management increased its JPMorgan Chase (JPM) stake by 12% in Q1 2026, buying an estimated $76.5K and bringing the position to 2,396 shares worth $705K. The position accounts for 0.31% of the portfolio, ranked #57.

Family Capital Management first reported a position in JPM in Q2 2023 and has held it in 6 quarters since. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Family Capital Management held 2,396 shares of JPMorgan Chase worth $705K as of Q1 2026.
  • Family Capital Management bought 252 JPMorgan Chase shares in Q1 2026, an estimated $76.5K.
  • JPMorgan Chase made up 0.31% of Family Capital Management's portfolio in Q1 2026, its #57 holding.
  • Family Capital Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 6 quarters since.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.