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Inscription Capital’s JPMorgan Chase JPM Stock Holding History

Inscription 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
Q1 		$3.67M Buy
12,472
+732
+6% +$222K 0.39% 42
2025
Q4 		$3.78M Sell
11,740
-41
-0.3% -$12.7K 0.39% 42
2025
Q3 		$3.72M Buy
11,781
+957
+9% +$285K 0.4% 41
2025
Q2 		$3.14M Sell
10,824
-21,491
-67% -$5.48M 0.45% 41
2025
Q1 		$6.47M Buy
+32,315
New +$8.24M 1.07% 17
2024
Q3 		$7.07M Buy
33,527
+764
+2% +$161K 1.05% 19
2024
Q2 		$6.63M Buy
32,763
+448
+1% +$87.6K 1.07% 19
2024
Q1 		$6.47M Buy
32,315
+20,377
+171% +$3.68M 1.07% 17
2023
Q4 		$2.03M Buy
11,938
+2,300
+24% +$349K 0.56% 38
2023
Q3 		$1.4M Sell
9,638
-1,337
-12% -$200K 0.46% 45
2023
Q2 		$1.6M Sell
10,975
-347
-3% -$47.7K 0.5% 41
2023
Q1 		$1.48M Buy
11,322
+2,313
+26% +$317K 0.39% 51
2022
Q4 		$1.21M Sell
9,009
-625
-6% -$79.2K 0.41% 58
2022
Q3 		$1.01M Sell
9,634
-19,169
-67% -$2.2M 0.28% 63
2022
Q2 		$3.24M Buy
28,803
+12,384
+75% +$1.53M 0.58% 35
2022
Q1 		$2.24M Sell
16,419
-1,065
-6% -$157K 0.64% 41
2021
Q4 		$2.77M Buy
17,484
+968
+6% +$159K 0.76% 35
2021
Q3 		$2.7M Sell
16,516
-317,619
-95% -$49.8M 0.85% 27
2021
Q2 		$52M Buy
334,135
+319,009
+2,109% +$50.1M 5.9% 1
2021
Q1 		$2.3M Buy
15,126
+1,265
+9% +$182K 0.79% 37
2020
Q4 		$1.76M Sell
13,861
-6,639
-32% -$742K 0.68% 45
2020
Q3 		$1.97M Sell
20,500
-68
-0.3% -$6.68K 0.88% 33
2020
Q2 		$1.94M Buy
20,568
+256
+1% +$24.3K 1.07% 27
2020
Q1 		$1.83M Sell
20,312
-1,956
-9% -$238K 1.22% 22
2019
Q4 		$3.1M Buy
22,268
+3,753
+20% +$481K 1.37% 14
2019
Q3 		$2.18M Buy
18,515
+9,377
+103% +$1.06M 1.2% 20
2019
Q2 		$1M Buy
9,138
+4,468
+96% +$493K 0.75% 27
2019
Q1 		$473K Buy
4,670
+366
+9% +$37.7K 0.25% 70
2018
Q4 		$420K Buy
+4,304
New +$459K 0.23% 77

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

Inscription Capital's JPM Position: Q1 2026 in Review

Inscription Capital increased its JPMorgan Chase (JPM) stake by 6.2% in Q1 2026, buying an estimated $222K and bringing the position to 12,472 shares worth $3.67M. The position accounts for 0.39% of the portfolio, ranked #42.

Inscription Capital first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $52M in Q2 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Inscription Capital held 12,472 shares of JPMorgan Chase worth $3.67M as of Q1 2026.
  • Inscription Capital bought 732 JPMorgan Chase shares in Q1 2026, an estimated $222K.
  • JPMorgan Chase made up 0.39% of Inscription Capital's portfolio in Q1 2026, its #42 holding.
  • Inscription Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Inscription Capital's JPMorgan Chase position peaked at $52M in Q2 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.