Jackson Square Capital’s JPMorgan Chase JPM Stock Holding History

Jackson Square 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
2025 Q2	–	Sell	-3,524	Closed	-$864K	–	158
2025 Q1	$864K	Buy	+3,524	New	+$898K	0.28%	70
2022 Q3	–	Sell	-2,200	Closed	-$248K	–	135
2022 Q2	$248K	Sell	2,200 -12,223	-85%	-$1.51M	0.1%	120
2022 Q1	$1.97M	Sell	14,423 -16,394	-53%	-$2.42M	0.61%	52
2021 Q4	$4.88M	Sell	30,817 -117	-0.4%	-$19.2K	1.4%	20
2021 Q3	$5.06M	Sell	30,934 -501	-2%	-$78.5K	1.65%	20
2021 Q2	$4.89M	Buy	31,435 +2,164	+7%	+$340K	1.57%	23
2021 Q1	$4.46M	Buy	29,271 +11,323	+63%	+$1.63M	1.7%	17
2020 Q4	$2.28M	Buy	17,948 +14,867	+483%	+$1.66M	0.88%	41
2020 Q3	$297K	Sell	3,081 -7,338	-70%	-$721K	0.13%	106
2020 Q2	$980K	Buy	10,419 +9,180	+741%	+$871K	0.5%	54
2020 Q1	$112K	Sell	1,239 -455	-27%	-$55.3K	0.09%	90
2019 Q4	$236K	Buy	+1,694	New	+$217K	0.14%	94

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jackson Square Capital's JPM Position: Q2 2025 in Review

Jackson Square Capital sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 3,524 shares — an estimated $864K sold.

Jackson Square Capital first reported a position in JPM in Q4 2019 and held it in 12 quarters. The position peaked at $5.06M in Q3 2021. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Jackson Square Capital reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
Jackson Square Capital sold 3,524 JPMorgan Chase shares in Q2 2025, an estimated $864K.
Jackson Square Capital first reported a position in JPMorgan Chase in Q4 2019 and held it in 12 quarters.
Jackson Square Capital's JPMorgan Chase position peaked at $5.06M in Q3 2021.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Jackson Square Capital's 13F filing for Q2 2025, filed 10 Jul 2025.