Gouws Capital LLC’s JPMorgan Chase JPM Stock Holding History

Gouws Capital LLC’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	$1.12M	Hold	3,433	–	–	0.52%	25
2026 Q1	$1.01M	Sell	3,433 -140	-4%	-$42.5K	0.53%	29
2025 Q4	$1.15M	Hold	3,573	–	–	0.61%	28
2025 Q3	$1.13M	Buy	3,573 +140	+4%	+$41.6K	0.62%	29
2025 Q2	$995K	Hold	3,433	–	–	0.55%	30
2025 Q1	$842K	Buy	3,433 +1,933	+129%	+$493K	0.5%	29
2024 Q4	$360K	Hold	1,500	–	–	0.25%	34
2024 Q3	$316K	Hold	1,500	–	–	0.21%	38
2024 Q2	$303K	Hold	1,500	–	–	0.22%	36
2024 Q1	$300K	Sell	1,500 -70	-4%	-$12.6K	0.23%	38
2023 Q4	$267K	Sell	1,570 -655	-29%	-$99.3K	0.22%	39
2023 Q3	$323K	Hold	2,225	–	–	0.27%	40
2023 Q2	$324K	Hold	2,225	–	–	0.27%	41
2023 Q1	$290K	Hold	2,225	–	–	0.26%	42
2022 Q4	$298K	Hold	2,225	–	–	0.28%	41
2022 Q3	$233K	Hold	2,225	–	–	0.23%	43
2022 Q2	$251K	Hold	2,225	–	–	0.24%	44
2022 Q1	$303K	Sell	2,225 -300	-12%	-$44.3K	0.25%	44
2021 Q4	$400K	Buy	+2,525	New	+$415K	0.32%	42

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Gouws Capital LLC's JPM Position: Q2 2026 in Review

Gouws Capital LLC held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,433 shares worth $1.12M. The position accounts for 0.52% of the portfolio, ranked #25.

Gouws Capital LLC first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q4 2025. 3,192 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Gouws Capital LLC held 3,433 shares of JPMorgan Chase worth $1.12M as of Q2 2026.
Gouws Capital LLC left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.52% of Gouws Capital LLC's portfolio in Q2 2026, its #25 holding.
Gouws Capital LLC first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Gouws Capital LLC's JPMorgan Chase position peaked at $1.15M in Q4 2025.
3,192 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gouws Capital LLC's 13F filing for Q2 2026, filed 13 Jul 2026.