Gould Capital’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.41M Buy
10,405
+210
+2% +$65.2K 1.9% 21
2026
Q1
$3M Buy
+10,195
New +$3.09M 1.81% 22
2022
Q1
Sell
-104
Closed -$17K 207
2021
Q4
$17K Buy
+104
New +$17.1K 0.01% 138

Other funds holding JPM

Gould Capital's JPM Position: Q2 2026 in Review

Gould Capital increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, buying an estimated $65.2K and bringing the position to 10,405 shares worth $3.41M. The position accounts for 1.9% of the portfolio, ranked #21.

Gould Capital first reported a position in JPM in Q4 2021 and has held it in 3 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gould Capital held 10,405 shares of JPMorgan Chase worth $3.41M as of Q2 2026.
  • Gould Capital bought 210 JPMorgan Chase shares in Q2 2026, an estimated $65.2K.
  • JPMorgan Chase made up 1.9% of Gould Capital's portfolio in Q2 2026, its #21 holding.
  • Gould Capital first reported a position in JPMorgan Chase in Q4 2021 and has held it in 3 quarters since.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.