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Interchange Capital Partners’s JPMorgan Chase JPM Stock Holding History

Interchange 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 		$5.71M Buy
17,438
+2,716
+18% +$843K 1.07% 20
2026
Q1 		$3.82M Sell
14,722
-2,123
-13% -$644K 1.21% 18
2025
Q4 		$5.43M Buy
16,845
+431
+3% +$133K 1.01% 19
2025
Q3 		$5.18M Buy
16,414
+2,115
+15% +$629K 1.01% 18
2025
Q2 		$4.15M Buy
14,299
+350
+3% +$89.3K 0.96% 20
2025
Q1 		$3.42M Buy
13,949
+2,570
+23% +$655K 0.96% 20
2024
Q4 		$2.73M Sell
11,379
-723
-6% -$168K 0.98% 23
2024
Q3 		$2.55M Buy
12,102
+128
+1% +$27K 0.9% 25
2024
Q2 		$2.42M Buy
11,974
+8,771
+274% +$1.71M 0.88% 24
2024
Q1 		$654K Buy
3,203
+1,027
+47% +$185K 0.44% 59
2023
Q4 		$370K Sell
2,176
-696
-24% -$105K 0.28% 88
2023
Q3 		$416K Buy
2,872
+991
+53% +$149K 0.33% 78
2023
Q2 		$274K Sell
1,881
-3,596
-66% -$495K 0.21% 116
2023
Q1 		$708K Buy
+5,477
New +$750K 0.38% 68
2021
Q4 		– Sell
-4,969
Closed -$813K – 166
2021
Q3 		$813K Sell
4,969
-710
-13% -$111K 1.36% 22
2021
Q2 		$883K Sell
5,679
-1,308
-19% -$205K 1.37% 22
2021
Q1 		$1.17M Buy
6,987
+935
+15% +$135K 0.64% 39
2020
Q4 		$769K Buy
+6,052
New +$676K 0.42% 58

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 $3.37T AUM 44.26% 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

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

Interchange Capital Partners increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $843K and bringing the position to 17,438 shares worth $5.71M. The position accounts for 1.07% of the portfolio, ranked #20.

Interchange Capital Partners first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Interchange Capital Partners held 17,438 shares of JPMorgan Chase worth $5.71M as of Q2 2026.
  • Interchange Capital Partners bought 2,716 JPMorgan Chase shares in Q2 2026, an estimated $843K.
  • JPMorgan Chase made up 1.07% of Interchange Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Interchange Capital Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.