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Fourpath Capital Management’s JPMorgan Chase JPM Stock Holding History

Fourpath 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 		$733K Sell
2,241
-5
-0.2% -$1.55K 0.1% 141
2026
Q1 		$661K Sell
2,246
-10
-0.4% -$3.04K 0.09% 140
2025
Q4 		$727K Sell
2,256
-75
-3% -$23.2K 0.1% 118
2025
Q3 		$735K Sell
2,331
-324
-12% -$96.4K 0.1% 121
2025
Q2 		$770K Sell
2,655
-100
-4% -$25.5K 0.12% 107
2025
Q1 		$676K Sell
2,755
-108
-4% -$27.5K 0.12% 109
2024
Q4 		$686K Sell
2,863
-485
-14% -$113K 0.13% 112
2024
Q3 		$706K Buy
3,348
+392
+13% +$82.6K 0.13% 113
2024
Q2 		$598K Sell
2,956
-62
-2% -$12.1K 0.44% 54
2024
Q1 		$605K Sell
3,018
-467
-13% -$84.3K 0.42% 54
2023
Q4 		$593K Sell
3,485
-44
-1% -$6.67K 0.4% 51
2023
Q3 		$512K Sell
3,529
-11
-0.3% -$1.65K 0.38% 63
2023
Q2 		$515K Sell
3,540
-35
-1% -$4.81K 0.62% 51
2023
Q1 		$466K Sell
3,575
-4,773
-57% -$654K 0.33% 77
2022
Q4 		$1.12M Buy
8,348
+1,422
+21% +$180K 0.81% 29
2022
Q3 		$724K Buy
6,926
+3,552
+105% +$408K 0.49% 50
2022
Q2 		$380K Buy
3,374
+200
+6% +$24.8K 0.24% 90
2022
Q1 		$433K Buy
3,174
+1,016
+47% +$150K 0.17% 102
2021
Q4 		$342K Buy
+2,158
New +$354K 0.13% 114

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Fourpath Capital Management reduced its JPMorgan Chase (JPM) stake by 0.22% in Q2 2026, selling an estimated $1.55K and leaving 2,241 shares worth $733K. The position accounts for 0.1% of the portfolio, ranked #141.

Fourpath Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2022. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fourpath Capital Management held 2,241 shares of JPMorgan Chase worth $733K as of Q2 2026.
  • Fourpath Capital Management sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 0.1% of Fourpath Capital Management's portfolio in Q2 2026, its #141 holding.
  • Fourpath Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Fourpath Capital Management's JPMorgan Chase position peaked at $1.12M in Q4 2022.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.