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Jag Capital Management’s JPMorgan Chase JPM Stock Holding History

Jag 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 		$229K Hold
700
– – 0.02% 134
2026
Q1 		$206K Buy
+700
New +$212K 0.02% 137
2025
Q3 		– Sell
-1,475
Closed -$427K – 154
2025
Q2 		$427K Buy
1,475
+1
+0.1% +$255 0.05% 84
2025
Q1 		$362K Hold
1,474
– – 0.05% 89
2024
Q4 		$353K Buy
1,474
+140
+10% +$32.6K 0.05% 84
2024
Q3 		$281K Sell
1,334
-425
-24% -$89.5K 0.03% 104
2024
Q2 		$356K Sell
1,759
-500
-22% -$97.8K 0.05% 85
2024
Q1 		$452K Sell
2,259
-691
-23% -$125K 0.06% 88
2023
Q4 		$502K Sell
2,950
-1,375
-32% -$208K 0.08% 79
2023
Q3 		$627K Hold
4,325
– – 0.08% 109
2023
Q2 		$629K Sell
4,325
-211
-5% -$29K 0.07% 113
2023
Q1 		$591K Buy
4,536
+2,042
+82% +$280K 0.08% 116
2022
Q4 		$334K Sell
2,494
-145
-5% -$18.4K 0.05% 141
2022
Q3 		$276K Sell
2,639
-36
-1% -$4.13K 0.04% 152
2022
Q2 		$301K Buy
+2,675
New +$331K 0.04% 156
2020
Q4 		– Sell
-3,368
Closed -$324K – 197
2020
Q3 		$324K Sell
3,368
-393
-10% -$38.6K 0.03% 148
2020
Q2 		$354K Hold
3,761
– – 0.04% 133
2020
Q1 		$339K Sell
3,761
-390
-9% -$47.4K 0.05% 136
2019
Q4 		$579K Buy
4,151
+1,232
+42% +$158K 0.07% 141
2019
Q3 		$344K Sell
2,919
-6,959
-70% -$787K 0.04% 164
2019
Q2 		$1.1M Buy
+9,878
New +$1.09M 0.12% 108

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

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

Jag Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 700 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #134.

Jag Capital Management first reported a position in JPM in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.1M in Q2 2019. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jag Capital Management held 700 shares of JPMorgan Chase worth $229K as of Q2 2026.
  • Jag Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.02% of Jag Capital Management's portfolio in Q2 2026, its #134 holding.
  • Jag Capital Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 21 quarters since.
  • Jag Capital Management's JPMorgan Chase position peaked at $1.1M in Q2 2019.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.