Guidance Capital’s JPMorgan Chase JPM Stock Holding History

Guidance Capital’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	$1.1M	Hold	3,198	–	–	0.23%	100
2026 Q1	$990K	Buy	3,198 +589	+23%	+$179K	0.22%	108
2025 Q4	$792K	Buy	2,609 +421	+19%	+$130K	0.19%	120
2025 Q3	$657K	Hold	2,188	–	–	0.17%	132
2025 Q2	$633K	Hold	2,188	–	–	0.18%	120
2025 Q1	$553K	Sell	2,188 -482	-18%	-$123K	0.17%	122
2024 Q4	$707K	Sell	2,670 -4,587	-63%	-$1.07M	0.22%	106
2024 Q3	$1.64M	Sell	7,257 -597	-8%	-$126K	0.51%	37
2024 Q2	$1.67M	Buy	7,854 +190	+2%	+$37.1K	0.55%	36
2024 Q1	$1.4M	Buy	7,664 +4,552	+146%	+$821K	0.52%	39
2023 Q4	$536K	Sell	3,112 -51	-2%	-$7.73K	0.21%	105
2023 Q3	$451K	Buy	3,163 +56	+2%	+$8.39K	0.2%	96
2023 Q2	$480K	Buy	+3,107	New	+$427K	0.21%	96

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Guidance Capital's JPM Position: Q2 2026 in Review

Guidance Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,198 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #100.

Guidance Capital first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.67M in Q2 2024. 1,241 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Guidance Capital held 3,198 shares of JPMorgan Chase worth $1.1M as of Q2 2026.
Guidance Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.23% of Guidance Capital's portfolio in Q2 2026, its #100 holding.
Guidance Capital first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
Guidance Capital's JPMorgan Chase position peaked at $1.67M in Q2 2024.
1,241 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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