G2 Capital Management’s JPMorgan Chase JPM Stock Holding History

G2 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	$510K	Hold	1,558	–	–	0.11%	44
2026 Q1	$458K	Buy	1,558 +148	+10%	+$44.9K	0.11%	49
2025 Q4	$454K	Buy	1,410 +30	+2%	+$9.29K	0.11%	46
2025 Q3	$435K	Buy	1,380 +136	+11%	+$40.4K	0.11%	43
2025 Q2	$361K	Sell	1,244 -36	-3%	-$9.19K	0.1%	50
2025 Q1	$314K	Buy	1,280 +33	+3%	+$8.41K	0.1%	56
2024 Q4	$299K	Hold	1,247	–	–	0.09%	55
2024 Q3	$263K	Buy	1,247 +1	+0.1%	+$211	0.08%	56
2024 Q2	$252K	Hold	1,246	–	–	0.08%	57
2024 Q1	$250K	Hold	1,246	–	–	0.08%	58
2023 Q4	$212K	Buy	+1,246	New	+$189K	0.07%	60
2023 Q3	–	Sell	-2,121	Closed	-$309K	–	44
2023 Q2	$309K	Hold	2,121	–	–	0.13%	38
2023 Q1	$276K	Buy	2,121 +30	+1%	+$4.11K	0.12%	50
2022 Q4	$280K	Buy	2,091 +1	+0%	+$127	0.1%	58
2022 Q3	$218K	Hold	2,090	–	–	0.1%	50
2022 Q2	$235K	Hold	2,090	–	–	0.11%	44
2022 Q1	$285K	Hold	2,090	–	–	0.12%	40
2021 Q4	$331K	Buy	+2,090	New	+$343K	0.12%	72

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 $3.38T AUM 44.17% 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

G2 Capital Management's JPM Position: Q2 2026 in Review

G2 Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,558 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #44.

G2 Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

G2 Capital Management held 1,558 shares of JPMorgan Chase worth $510K as of Q2 2026.
G2 Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.11% of G2 Capital Management's portfolio in Q2 2026, its #44 holding.
G2 Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on G2 Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.