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
2026 Q2	$434K	Buy	+1,325	New	+$411K	0.06%	106
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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Jackson Square Capital's JPM Position: Q2 2026 in Review

Jackson Square Capital opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,325 shares worth $434K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings. This is a return to the name: Jackson Square Capital previously reported a position in JPM as recently as Q1 2025.

Jackson Square Capital first reported a position in JPM in Q4 2019 and has held it in 13 quarters since. The position peaked at $5.06M in Q3 2021. 1,162 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Jackson Square Capital held 1,325 shares of JPMorgan Chase worth $434K as of Q2 2026.
JPMorgan Chase was a new Jackson Square Capital position in Q2 2026.
JPMorgan Chase made up 0.06% of Jackson Square Capital's portfolio in Q2 2026, its #106 holding.
Jackson Square Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 13 quarters since.
Jackson Square Capital's JPMorgan Chase position peaked at $5.06M in Q3 2021.
1,162 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.