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Howard Capital Management’s JPMorgan Chase JPM Stock Holding History

Howard 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 		$7.5M Buy
22,919
+10,014
+78% +$3.11M 0.09% 82
2026
Q1 		$3.8M Sell
12,905
-12,879
-50% -$3.91M 0.06% 87
2025
Q4 		$8.31M Buy
25,784
+3,976
+18% +$1.23M 0.11% 58
2025
Q3 		$6.88M Buy
21,808
+1,081
+5% +$322K 0.09% 61
2025
Q2 		$6.01M Sell
20,727
-1,550
-7% -$396K 0.09% 59
2025
Q1 		$5.46M Sell
22,277
-2,800
-11% -$714K 0.14% 52
2024
Q4 		$6.01M Buy
25,077
+1,270
+5% +$296K 0.09% 53
2024
Q3 		$5.02M Buy
+23,807
New +$5.01M 0.08% 61
2022
Q3 		– Sell
-1,809
Closed -$204K – 28
2022
Q2 		$204K Sell
1,809
-349
-16% -$43.2K 0.06% 31
2022
Q1 		$294K Buy
2,158
+490
+29% +$72.3K 0.07% 30
2021
Q4 		$264K Buy
+1,668
New +$274K 0.03% 62

Other funds holding JPM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Howard Capital Management increased its JPMorgan Chase (JPM) stake by 78% in Q2 2026, buying an estimated $3.11M and bringing the position to 22,919 shares worth $7.5M. The position accounts for 0.09% of the portfolio, ranked #82.

Howard Capital Management first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.31M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Howard Capital Management held 22,919 shares of JPMorgan Chase worth $7.5M as of Q2 2026.
  • Howard Capital Management bought 10,014 JPMorgan Chase shares in Q2 2026, an estimated $3.11M.
  • JPMorgan Chase made up 0.09% of Howard Capital Management's portfolio in Q2 2026, its #82 holding.
  • Howard Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
  • Howard Capital Management's JPMorgan Chase position peaked at $8.31M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.