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IEQ Capital’s JPMorgan Chase JPM Stock Holding History

IEQ 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 		$122M Sell
374,144
-20,745
-5% -$6.44M 0.56% 29
2026
Q1 		$116M Buy
394,889
+3,277
+0.8% +$995K 0.54% 27
2025
Q4 		$126M Sell
391,612
-7,894
-2% -$2.44M 0.38% 25
2025
Q3 		$126M Buy
399,506
+52,732
+15% +$15.7M 0.38% 27
2025
Q2 		$101M Buy
346,774
+23,757
+7% +$6.06M 0.62% 23
2025
Q1 		$79.2M Buy
323,017
+21,020
+7% +$5.36M 0.63% 24
2024
Q4 		$72.4M Buy
301,997
+21,662
+8% +$5.05M 0.7% 24
2024
Q3 		$59.1M Buy
280,335
+10,089
+4% +$2.13M 0.73% 24
2024
Q2 		$54.7M Buy
270,246
+16,765
+7% +$3.28M 0.74% 24
2024
Q1 		$50.8M Buy
253,481
+10,851
+4% +$1.96M 0.73% 24
2023
Q4 		$41.3M Buy
242,630
+9,832
+4% +$1.49M 0.69% 26
2023
Q3 		$33.8M Buy
232,798
+3,871
+2% +$580K 0.69% 25
2023
Q2 		$33.3M Buy
228,927
+9,984
+5% +$1.37M 0.67% 24
2023
Q1 		$28.5M Buy
218,943
+5,104
+2% +$699K 0.66% 27
2022
Q4 		$28.7M Buy
213,839
+9,934
+5% +$1.26M 0.8% 23
2022
Q3 		$21.3M Buy
203,905
+32,439
+19% +$3.72M 0.58% 29
2022
Q2 		$19.3M Sell
171,466
-5,807
-3% -$719K 0.59% 32
2022
Q1 		$24.2M Sell
177,273
-4,638
-3% -$685K 0.58% 30
2021
Q4 		$28.8M Buy
181,911
+3,681
+2% +$605K 0.67% 25
2021
Q3 		$29.2M Buy
178,230
+7,213
+4% +$1.13M 0.77% 23
2021
Q2 		$26.6M Buy
171,017
+16,985
+11% +$2.67M 0.78% 23
2021
Q1 		$23.4M Buy
154,032
+9,606
+7% +$1.38M 0.97% 20
2020
Q4 		$18.4M Buy
144,426
+13,094
+10% +$1.46M 0.82% 28
2020
Q3 		$12.6M Buy
131,332
+1,387
+1% +$136K 0.68% 28
2020
Q2 		$12.2M Sell
129,945
-16,149
-11% -$1.53M 0.79% 27
2020
Q1 		$13.2M Buy
146,094
+45,063
+45% +$5.47M 1.06% 20
2019
Q4 		$14.1M Buy
+101,031
New +$13M 1.23% 14

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IEQ Capital's JPM Position: Q2 2026 in Review

IEQ Capital reduced its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, selling an estimated $6.44M and leaving 374,144 shares worth $122M. The position accounts for 0.56% of the portfolio, ranked #29.

IEQ Capital first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $126M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • IEQ Capital held 374,144 shares of JPMorgan Chase worth $122M as of Q2 2026.
  • IEQ Capital sold 20,745 JPMorgan Chase shares in Q2 2026, an estimated $6.44M.
  • JPMorgan Chase made up 0.56% of IEQ Capital's portfolio in Q2 2026, its #29 holding.
  • IEQ Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's JPMorgan Chase position peaked at $126M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.