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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
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
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

G2 Capital Management's JPM Position: Q1 2026 in Review

G2 Capital Management increased its JPMorgan Chase (JPM) stake by 10% in Q1 2026, buying an estimated $44.9K and bringing the position to 1,558 shares worth $458K. The position accounts for 0.11% of the portfolio, ranked #49.

G2 Capital Management first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • G2 Capital Management held 1,558 shares of JPMorgan Chase worth $458K as of Q1 2026.
  • G2 Capital Management bought 148 JPMorgan Chase shares in Q1 2026, an estimated $44.9K.
  • JPMorgan Chase made up 0.11% of G2 Capital Management's portfolio in Q1 2026, its #49 holding.
  • G2 Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on G2 Capital Management's 13F filing for Q1 2026, filed 12 May 2026.