J2 Capital Management’s JPMorgan Chase JPM Stock Holding History

J2 Capital Management’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	$735K	Buy	2,247 +902	+67%	+$280K	0.49%	37
2026 Q1	$396K	Buy	1,345 +24	+2%	+$7.28K	0.27%	92
2025 Q4	$426K	Sell	1,321 -73	-5%	-$22.6K	0.31%	91
2025 Q3	$440K	Sell	1,394 -22	-2%	-$6.54K	0.33%	80
2025 Q2	$410K	Sell	1,416 -615	-30%	-$157K	0.33%	81
2025 Q1	$498K	Sell	2,031 -1,158	-36%	-$295K	0.46%	37
2024 Q4	$764K	Buy	+3,189	New	+$743K	0.72%	24
2023 Q3	$499K	Buy	3,440 +60	+2%	+$8.99K	0.63%	41
2023 Q2	$492K	Buy	3,380 +979	+41%	+$135K	0.58%	42
2023 Q1	$313K	Buy	+2,401	New	+$329K	0.48%	61
2022 Q3	–	Sell	-2,488	Closed	-$280K	–	87
2022 Q2	$280K	Buy	2,488 +26	+1%	+$3.22K	0.43%	58
2022 Q1	$336K	Sell	2,462 -1,885	-43%	-$278K	0.37%	59
2021 Q4	$688K	Buy	+4,347	New	+$714K	0.65%	29

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

J2 Capital Management's JPM Position: Q2 2026 in Review

J2 Capital Management increased its JPMorgan Chase (JPM) stake by 67% in Q2 2026, buying an estimated $280K and bringing the position to 2,247 shares worth $735K. The position accounts for 0.49% of the portfolio, ranked #37.

J2 Capital Management first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. The position peaked at $764K in Q4 2024. 2,655 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

J2 Capital Management held 2,247 shares of JPMorgan Chase worth $735K as of Q2 2026.
J2 Capital Management bought 902 JPMorgan Chase shares in Q2 2026, an estimated $280K.
JPMorgan Chase made up 0.49% of J2 Capital Management's portfolio in Q2 2026, its #37 holding.
J2 Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
J2 Capital Management's JPMorgan Chase position peaked at $764K in Q4 2024.
2,655 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.