Jacobsen Capital Management’s JPMorgan Chase JPM Stock Holding History

Jacobsen 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	$1.76M	Buy	5,373 +32	+0.6%	+$9.94K	0.51%	26
2026 Q1	$1.57M	Hold	5,341	–	–	0.53%	23
2025 Q4	$1.72M	Sell	5,341 -99	-2%	-$30.7K	0.56%	21
2025 Q3	$1.72M	Buy	5,440 +128	+2%	+$38.1K	0.58%	21
2025 Q2	$1.54M	Buy	5,312 +365	+7%	+$93.1K	0.57%	21
2025 Q1	$1.21M	Buy	4,947 +164	+3%	+$41.8K	0.53%	20
2024 Q4	$1.15M	Buy	4,783 +1	+0%	+$233	0.49%	21
2024 Q3	$1.01M	Buy	4,782 +201	+4%	+$42.3K	0.42%	22
2024 Q2	$926K	Buy	4,581 +506	+12%	+$98.9K	0.41%	24
2024 Q1	$816K	Sell	4,075 -193	-5%	-$34.8K	0.38%	25
2023 Q4	$726K	Buy	4,268 +509	+14%	+$77.1K	0.37%	26
2023 Q3	$545K	Buy	3,759 +278	+8%	+$41.7K	0.3%	34
2023 Q2	$506K	Sell	3,481 -137	-4%	-$18.8K	0.26%	38
2023 Q1	$471K	Buy	+3,618	New	+$496K	0.25%	40
2020 Q3	–	Sell	-2,708	Closed	-$254K	–	60
2020 Q2	$254K	Buy	+2,708	New	+$257K	0.19%	53
2019 Q4	$351K	Sell	2,520 -85	-3%	-$10.9K	0.35%	50
2019 Q3	$306K	Hold	2,605	–	–	0.29%	55
2019 Q2	$291K	Buy	+2,605	New	+$287K	0.29%	54

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Jacobsen Capital Management increased its JPMorgan Chase (JPM) stake by 0.6% in Q2 2026, buying an estimated $9.94K and bringing the position to 5,373 shares worth $1.76M. The position accounts for 0.51% of the portfolio, ranked #26.

Jacobsen Capital Management first reported a position in JPM in Q2 2019 and has held it in 18 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Jacobsen Capital Management held 5,373 shares of JPMorgan Chase worth $1.76M as of Q2 2026.
Jacobsen Capital Management bought 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
JPMorgan Chase made up 0.51% of Jacobsen Capital Management's portfolio in Q2 2026, its #26 holding.
Jacobsen Capital Management first reported a position in JPMorgan Chase in Q2 2019 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 Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.