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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
Q2 		$12.6M Buy
38,487
+498
+1% +$155K 2.93% 11
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fusion Capital's JPM Position: Q2 2026 in Review

Fusion Capital increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $155K and bringing the position to 38,487 shares worth $12.6M. The position accounts for 2.93% of the portfolio, ranked #11.

Fusion Capital first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fusion Capital held 38,487 shares of JPMorgan Chase worth $12.6M as of Q2 2026.
  • Fusion Capital bought 498 JPMorgan Chase shares in Q2 2026, an estimated $155K.
  • JPMorgan Chase made up 2.93% of Fusion Capital's portfolio in Q2 2026, its #11 holding.
  • Fusion Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fusion Capital's 13F filing for Q2 2026, filed 5 Aug 2026.