Fielder Capital Group’s JPMorgan Chase JPM Stock Holding History

Fielder Capital Group’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	$2.05M	Buy	6,258 +38	+0.6%	+$11.8K	0.44%	46
2026 Q1	$1.83M	Sell	6,220 -257	-4%	-$78K	0.4%	48
2025 Q4	$2.09M	Sell	6,477 -969	-13%	-$300K	0.44%	46
2025 Q3	$2.35M	Sell	7,446 -267	-3%	-$79.4K	0.53%	43
2025 Q2	$2.24M	Sell	7,713 -785	-9%	-$200K	0.6%	39
2025 Q1	$2.08M	Buy	8,498 +390	+5%	+$99.4K	0.6%	34
2024 Q4	$1.94M	Sell	8,108 -17	-0.2%	-$3.96K	0.61%	36
2024 Q3	$1.71M	Buy	8,125 +485	+6%	+$102K	0.57%	35
2024 Q2	$1.55M	Sell	7,640 -1,786	-19%	-$349K	0.59%	32
2024 Q1	$1.89M	Buy	9,426 +21	+0.2%	+$3.79K	0.84%	27
2023 Q4	$1.6M	Buy	+9,405	New	+$1.43M	0.97%	24

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

Fielder Capital Group's JPM Position: Q2 2026 in Review

Fielder Capital Group increased its JPMorgan Chase (JPM) stake by 0.61% in Q2 2026, buying an estimated $11.8K and bringing the position to 6,258 shares worth $2.05M. The position accounts for 0.44% of the portfolio, ranked #46.

Fielder Capital Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q3 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fielder Capital Group held 6,258 shares of JPMorgan Chase worth $2.05M as of Q2 2026.
Fielder Capital Group bought 38 JPMorgan Chase shares in Q2 2026, an estimated $11.8K.
JPMorgan Chase made up 0.44% of Fielder Capital Group's portfolio in Q2 2026, its #46 holding.
Fielder Capital Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Fielder Capital Group's JPMorgan Chase position peaked at $2.35M in Q3 2025.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.