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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Impact Capital Partners's JPM Position: Q2 2026 in Review

Impact Capital Partners increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $73.3K and bringing the position to 20,144 shares worth $6.59M. The position accounts for 1.8% of the portfolio, ranked #9.

Impact Capital Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,303 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Impact Capital Partners held 20,144 shares of JPMorgan Chase worth $6.59M as of Q2 2026.
  • Impact Capital Partners bought 236 JPMorgan Chase shares in Q2 2026, an estimated $73.3K.
  • JPMorgan Chase made up 1.8% of Impact Capital Partners's portfolio in Q2 2026, its #9 holding.
  • Impact Capital Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,303 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.