HCM
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Highview Capital Management’s JPMorgan Chase JPM Stock Holding History

Highview 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 		$4.16M Buy
14,149
+636
+5% +$193K 1.51% 19
2025
Q4 		$4.35M Buy
13,513
+123
+0.9% +$38.1K 1.54% 17
2025
Q3 		$4.22M Sell
13,390
-211
-2% -$62.8K 1.55% 18
2025
Q2 		$3.94M Buy
13,601
+295
+2% +$75.3K 1.52% 18
2025
Q1 		$3.26M Sell
13,306
-317
-2% -$80.8K 1.37% 23
2024
Q4 		$3.27M Buy
13,623
+1,893
+16% +$441K 1.25% 24
2024
Q3 		$2.47M Buy
11,730
+454
+4% +$95.6K 1.01% 28
2024
Q2 		$2.28M Buy
11,276
+1,088
+11% +$213K 0.95% 29
2024
Q1 		$2.04M Sell
10,188
-1,250
-11% -$226K 0.92% 29
2023
Q4 		$1.95M Buy
11,438
+147
+1% +$22.3K 1.04% 27
2023
Q3 		$1.64M Sell
11,291
-40
-0.4% -$6K 0.94% 28
2023
Q2 		$1.65M Sell
11,331
-22
-0.2% -$3.03K 0.89% 30
2023
Q1 		$1.48M Buy
11,353
+3,238
+40% +$444K 0.85% 34
2022
Q4 		$1.09M Sell
8,115
-4,339
-35% -$550K 0.66% 42
2022
Q3 		$1.3M Sell
12,454
-560
-4% -$64.3K 0.97% 27
2022
Q2 		$1.47M Sell
13,014
-150
-1% -$18.6K 1.13% 23
2022
Q1 		$1.79M Sell
13,164
-707
-5% -$104K 1.15% 23
2021
Q4 		$2.2M Buy
+13,871
New +$2.28M 1.42% 14

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

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

Highview Capital Management increased its JPMorgan Chase (JPM) stake by 4.7% in Q1 2026, buying an estimated $193K and bringing the position to 14,149 shares worth $4.16M. The position accounts for 1.51% of the portfolio, ranked #19.

Highview Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.35M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Highview Capital Management held 14,149 shares of JPMorgan Chase worth $4.16M as of Q1 2026.
  • Highview Capital Management bought 636 JPMorgan Chase shares in Q1 2026, an estimated $193K.
  • JPMorgan Chase made up 1.51% of Highview Capital Management's portfolio in Q1 2026, its #19 holding.
  • Highview Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Highview Capital Management's JPMorgan Chase position peaked at $4.35M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.