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Gibraltar Capital Management’s JPMorgan Chase JPM Stock Holding History

Gibraltar 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 		$1.32M Buy
4,046
+164
+4% +$50.9K 0.2% 81
2026
Q1 		$1.14M Sell
3,882
-700
-15% -$212K 0.2% 80
2025
Q4 		$1.48M Buy
4,582
+498
+12% +$154K 0.25% 74
2025
Q3 		$1.29M Sell
4,084
-150
-4% -$44.6K 0.23% 74
2025
Q2 		$1.23M Sell
4,234
-1,222
-22% -$312K 0.24% 71
2025
Q1 		$1.34M Sell
5,456
-1,635
-23% -$417K 0.29% 62
2024
Q4 		$1.7M Sell
7,091
-689
-9% -$160K 0.75% 28
2024
Q3 		$1.64M Sell
7,780
-24,570
-76% -$5.18M 0.74% 28
2024
Q2 		$6.54M Buy
32,350
+2,943
+10% +$575K 2.96% 19
2024
Q1 		$5.89M Sell
29,407
-14,413
-33% -$2.6M 2.74% 24
2023
Q4 		$7.45M Sell
43,820
-8,016
-15% -$1.21M 3.18% 12
2023
Q3 		$7.52M Buy
51,836
+95
+0.2% +$14.2K 3.33% 10
2023
Q2 		$7.53M Sell
51,741
-684
-1% -$94.1K 3.33% 11
2023
Q1 		$6.83M Buy
52,425
+1,570
+3% +$215K 3.19% 12
2022
Q4 		$6.82M Buy
50,855
+144
+0.3% +$18.2K 3.23% 12
2022
Q3 		$5.3M Buy
50,711
+2,082
+4% +$239K 2.71% 16
2022
Q2 		$5.48M Buy
48,629
+6,448
+15% +$799K 2.66% 17
2022
Q1 		$5.75M Buy
42,181
+1,042
+3% +$154K 2.39% 20
2021
Q4 		$6.51M Sell
41,139
-1,528
-4% -$251K 2.95% 14
2021
Q3 		$6.98M Buy
42,667
+139
+0.3% +$21.8K 3.55% 9
2021
Q2 		$6.42M Buy
42,528
+3,179
+8% +$499K 3.21% 16
2021
Q1 		$6.05M Buy
39,349
+4,754
+14% +$684K 3.11% 14
2020
Q4 		$4.4M Sell
34,595
-2,623
-7% -$293K 2.62% 20
2020
Q3 		$3.58M Buy
37,218
+2,434
+7% +$239K 2.5% 22
2020
Q2 		$3.27M Buy
34,784
+1,191
+4% +$113K 2.4% 23
2020
Q1 		$3.02M Buy
+33,593
New +$4.08M 2.15% 20

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Gibraltar Capital Management increased its JPMorgan Chase (JPM) stake by 4.2% in Q2 2026, buying an estimated $50.9K and bringing the position to 4,046 shares worth $1.32M. The position accounts for 0.2% of the portfolio, ranked #81.

Gibraltar Capital Management first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.53M in Q2 2023. 3,382 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gibraltar Capital Management held 4,046 shares of JPMorgan Chase worth $1.32M as of Q2 2026.
  • Gibraltar Capital Management bought 164 JPMorgan Chase shares in Q2 2026, an estimated $50.9K.
  • JPMorgan Chase made up 0.2% of Gibraltar Capital Management's portfolio in Q2 2026, its #81 holding.
  • Gibraltar Capital Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • Gibraltar Capital Management's JPMorgan Chase position peaked at $7.53M in Q2 2023.
  • 3,382 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.