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Fusion Capital’s JPMorgan Chase JPM Stock Holding History

Fusion Capital’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 		$11.2M Sell
37,989
-537
-1% -$163K 3.02% 11
2025
Q4 		$12.4M Sell
38,526
-785
-2% -$243K 3.49% 10
2025
Q3 		$12.2M Sell
39,311
-642
-2% -$191K 3.56% 8
2025
Q2 		$11.6M Buy
39,953
+108
+0.3% +$27.6K 3.96% 6
2025
Q1 		$9.77M Sell
39,845
-443
-1% -$113K 3.72% 6
2024
Q4 		$9.66M Buy
40,288
+204
+0.5% +$47.5K 3.89% 6
2024
Q3 		$8.45M Sell
40,084
-50
-0.1% -$10.5K 3.63% 7
2024
Q2 		$8.12M Sell
40,134
-811
-2% -$159K 3.7% 7
2024
Q1 		$8.2M Sell
40,945
-799
-2% -$144K 3.75% 8
2023
Q4 		$7.1M Buy
41,744
+653
+2% +$99K 3.64% 9
2023
Q3 		$5.96M Buy
41,091
+1,391
+4% +$209K 3.36% 11
2023
Q2 		$5.77M Buy
39,700
+742
+2% +$102K 3.23% 11
2023
Q1 		$5.08M Sell
38,958
-315
-0.8% -$43.2K 2.9% 15
2022
Q4 		$5.27M Buy
39,273
+1,100
+3% +$139K 3.1% 14
2022
Q3 		$3.99M Buy
38,173
+329
+0.9% +$37.8K 2.6% 16
2022
Q2 		$4.26M Buy
+37,844
New +$4.69M 2.63% 15
2022
Q1 		– Sell
-33,167
Closed -$4.9M – 16
2021
Q4 		$5.25M Buy
33,167
+1,536
+5% +$252K 2.67% 14
2021
Q3 		$5.18M Buy
31,631
+1,497
+5% +$235K 3.07% 9
2021
Q2 		$4.69M Buy
30,134
+926
+3% +$145K 2.82% 13
2021
Q1 		$4.45M Buy
29,208
+307
+1% +$44.2K 2.89% 10
2020
Q4 		$3.67M Buy
28,901
+2,050
+8% +$229K 2.64% 14
2020
Q3 		$2.58M Buy
26,851
+1,123
+4% +$110K 2.25% 20
2020
Q2 		$2.42M Buy
25,728
+2,288
+10% +$217K 2.32% 21
2020
Q1 		$2.11M Buy
23,440
+490
+2% +$59.5K 2.52% 17
2019
Q4 		$3.2M Buy
+22,950
New +$2.94M 2.89% 8

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

Fusion Capital's JPM Position: Q1 2026 in Review

Fusion Capital reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $163K and leaving 37,989 shares worth $11.2M. The position accounts for 3.02% of the portfolio, ranked #11.

Fusion Capital first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $12.4M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fusion Capital held 37,989 shares of JPMorgan Chase worth $11.2M as of Q1 2026.
  • Fusion Capital sold 537 JPMorgan Chase shares in Q1 2026, an estimated $163K.
  • JPMorgan Chase made up 3.02% of Fusion Capital's portfolio in Q1 2026, its #11 holding.
  • Fusion Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • Fusion Capital's JPMorgan Chase position peaked at $12.4M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.