Impact Capital Partners
JPM icon

Impact Capital Partners’s JPMorgan Chase JPM Stock Holding History

Impact Capital Partners’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
Q3 		$6.65M Sell
20,113
-31
-0.2% -$10.8K 1.82% 9
2026
Q2 		$6.59M Buy
20,144
+236
+1% +$73.3K 1.8% 9
2026
Q1 		$5.86M Sell
19,908
-429
-2% -$130K 1.77% 10
2025
Q4 		$6.55M Buy
20,337
+282
+1% +$87.3K 1.94% 7
2025
Q3 		$6.33M Buy
20,055
+595
+3% +$177K 1.9% 8
2025
Q2 		$5.64M Buy
19,460
+2,202
+13% +$562K 1.85% 9
2025
Q1 		$4.23M Buy
17,258
+694
+4% +$177K 1.53% 9
2024
Q4 		$3.97M Buy
+16,564
New +$3.86M 1.41% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Impact Capital Partners's JPM Position: Q3 2026 in Review

Impact Capital Partners reduced its JPMorgan Chase (JPM) stake by 0.15% in Q3 2026, selling an estimated $10.8K and leaving 20,113 shares worth $6.65M. The position accounts for 1.82% of the portfolio, ranked #9.

Impact Capital Partners first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Impact Capital Partners held 20,113 shares of JPMorgan Chase worth $6.65M as of Q3 2026.
  • Impact Capital Partners sold 31 JPMorgan Chase shares in Q3 2026, an estimated $10.8K.
  • JPMorgan Chase made up 1.82% of Impact Capital Partners's portfolio in Q3 2026, its #9 holding.
  • Impact Capital Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.