Family Capital Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.7M | Sell |
42,002
-2,120
| -5% | -$658K | 4.47% | 5 |
|
|
2026
Q1 | $13M | Sell |
44,122
-3,606
| -8% | -$1.09M | 4.7% | 4 |
|
|
2025
Q4 | $15.4M | Sell |
47,728
-217
| -0.5% | -$67.2K | 5.02% | 3 |
|
|
2025
Q3 | $15.1M | Sell |
47,945
-1,949
| -4% | -$580K | 5.06% | 2 |
|
|
2025
Q2 | $14.5M | Sell |
49,894
-2,109
| -4% | -$538K | 5.01% | 3 |
|
|
2025
Q1 | $12.8M | Sell |
52,003
-244
| -0.5% | -$62.2K | 4.57% | 4 |
|
|
2024
Q4 | $12.5M | Sell |
52,247
-1,877
| -3% | -$437K | 4.24% | 5 |
|
|
2024
Q3 | $11.4M | Sell |
54,124
-209
| -0.4% | -$44K | 3.67% | 5 |
|
|
2024
Q2 | $11M | Sell |
54,333
-546
| -1% | -$107K | 3.59% | 5 |
|
|
2024
Q1 | $11M | Sell |
54,879
-987
| -2% | -$178K | 3.77% | 3 |
|
|
2023
Q4 | $9.5M | Sell |
55,866
-227
| -0.4% | -$34.4K | 3% | 6 |
|
|
2023
Q3 | $8.13M | Sell |
56,093
-551
| -1% | -$82.6K | 2.88% | 6 |
|
|
2023
Q2 | $8.24M | Sell |
56,644
-77
| -0.1% | -$10.6K | 2.87% | 6 |
|
|
2023
Q1 | $7.39M | Sell |
56,721
-229
| -0.4% | -$31.4K | 2.86% | 7 |
|
|
2022
Q4 | $7.64M | Sell |
56,950
-67
| -0.1% | -$8.49K | 3.1% | 5 |
|
|
2022
Q3 | $5.96M | Sell |
57,017
-60
| -0.1% | -$6.89K | 2.73% | 12 |
|
|
2022
Q2 | $6.43M | Buy |
57,077
+730
| +1% | +$90.4K | 2.55% | 11 |
|
|
2022
Q1 | $7.68M | Sell |
56,347
-166
| -0.3% | -$24.5K | 2.49% | 9 |
|
|
2021
Q4 | $8.95M | Buy |
56,513
+319
| +0.6% | +$52.4K | 2.5% | 8 |
|
|
2021
Q3 | $9.2M | Buy |
56,194
+148
| +0.3% | +$23.2K | 2.62% | 6 |
|
|
2021
Q2 | $8.72M | Sell |
56,046
-247
| -0.4% | -$38.8K | 2.46% | 7 |
|
|
2021
Q1 | $8.57M | Sell |
56,293
-188
| -0.3% | -$27K | 2.69% | 5 |
|
|
2020
Q4 | $7.18M | Hold |
56,481
| – | – | 2.22% | 8 |
|
|
2020
Q3 | $5.44M | Sell |
56,481
-232
| -0.4% | -$22.8K | 1.77% | 15 |
|
|
2020
Q2 | $5.33M | Buy |
56,713
+673
| +1% | +$63.9K | 1.9% | 14 |
|
|
2020
Q1 | $6.51M | Sell |
56,040
-38
| -0.1% | -$4.62K | 2.55% | 3 |
|
|
2019
Q4 | $7.82M | Sell |
56,078
-760
| -1% | -$97.5K | 2.94% | 3 |
|
|
2019
Q3 | $6.69M | Buy |
56,838
+405
| +0.7% | +$45.8K | 2.74% | 5 |
|
|
2019
Q2 | $6.31M | Buy |
56,433
+341
| +0.6% | +$37.6K | 2.53% | 6 |
|
|
2019
Q1 | $5.68M | Buy |
56,092
+160
| +0.3% | +$16.5K | 2.4% | 6 |
|
|
2018
Q4 | $5.46M | Sell |
55,932
-1,285
| -2% | -$137K | 2.63% | 6 |
|
|
2018
Q3 | $6.46M | Sell |
57,217
-4,925
| -8% | -$559K | 2.7% | 5 |
|
|
2018
Q2 | $6.47M | Sell |
62,142
-626
| -1% | -$68.7K | 2.88% | 4 |
|
|
2018
Q1 | $6.9M | Sell |
62,768
-2,685
| -4% | -$304K | 3.15% | 4 |
|
|
2017
Q4 | $7M | Sell |
65,453
-580
| -0.9% | -$58.7K | 3.29% | 3 |
|
|
2017
Q3 | $6.31M | Sell |
66,033
-35
| -0.1% | -$3.23K | 3.19% | 4 |
|
|
2017
Q2 | $6.04M | Hold |
66,068
| – | – | 3.12% | 3 |
|
|
2017
Q1 | $5.75M | Sell |
66,068
-2,560
| -4% | -$226K | 3.05% | 3 |
|
|
2016
Q4 | $5.92M | Sell |
68,628
-10,041
| -13% | -$766K | 3.41% | 2 |
|
|
2016
Q3 | $5.24M | Sell |
78,669
-650
| -0.8% | -$42.4K | 2.97% | 6 |
|
|
2016
Q2 | $4.93M | Sell |
79,319
-10,462
| -12% | -$653K | 2.92% | 7 |
|
|
2016
Q1 | $5.32M | Buy |
89,781
+12,252
| +16% | +$716K | 3.08% | 5 |
|
|
2015
Q4 | $5.12M | Buy |
77,529
+280
| +0.4% | +$18.2K | 2.79% | 10 |
|
|
2015
Q3 | $4.71M | Buy |
77,249
+3,305
| +4% | +$216K | 2.73% | 10 |
|
|
2015
Q2 | $5.01M | Buy |
73,944
+640
| +0.9% | +$41.8K | 2.81% | 7 |
|
|
2015
Q1 | $4.44M | Buy |
73,304
+563
| +0.8% | +$33.3K | 2.46% | 10 |
|
|
2014
Q4 | $4.55M | Buy |
72,741
+1,510
| +2% | +$90.9K | 2.37% | 9 |
|
|
2014
Q3 | $4.29M | Buy |
71,231
+2,325
| +3% | +$136K | 2.36% | 10 |
|
|
2014
Q2 | $3.97M | Buy |
68,906
+1,025
| +2% | +$57.6K | 2.04% | 11 |
|
|
2014
Q1 | $4.12M | Buy |
67,881
+875
| +1% | +$50.6K | 2.24% | 9 |
|
|
2013
Q4 | $3.92M | Buy |
67,006
+13,300
| +25% | +$729K | 2.13% | 11 |
|
|
2013
Q3 | $2.78M | Buy |
53,706
+1,341
| +3% | +$71.9K | 1.67% | 18 |
|
|
2013
Q2 | $2.76M | Buy |
+52,365
| New | +$2.66M | 1.76% | 16 |
|
Other funds holding JPM
Family Capital Trust's JPM Position: Q2 2026 in Review
Family Capital Trust reduced its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, selling an estimated $658K and leaving 42,002 shares worth $13.7M. The position accounts for 4.47% of the portfolio, ranked #5.
Family Capital Trust first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.4M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Family Capital Trust held 42,002 shares of JPMorgan Chase worth $13.7M as of Q2 2026.
- Family Capital Trust sold 2,120 JPMorgan Chase shares in Q2 2026, an estimated $658K.
- JPMorgan Chase made up 4.47% of Family Capital Trust's portfolio in Q2 2026, its #5 holding.
- Family Capital Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Family Capital Trust's JPMorgan Chase position peaked at $15.4M in Q4 2025.
- 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.