JB Capital
JPM icon

JB Capital’s JPMorgan Chase JPM Stock Holding History

JB 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
Q3 		$25.2M Sell
76,200
-883
-1% -$309K 0.86% 23
2026
Q2 		$25.2M Buy
77,083
+4,115
+6% +$1.28M 0.87% 23
2026
Q1 		$21.5M Sell
72,968
-4,459
-6% -$1.35M 0.87% 20
2025
Q4 		$24.9M Buy
77,427
+542
+0.7% +$168K 1.02% 21
2025
Q3 		$24.3M Buy
76,885
+2,294
+3% +$682K 1.05% 21
2025
Q2 		$21.6M Buy
74,591
+1,014
+1% +$259K 1.05% 21
2025
Q1 		$18M Buy
73,577
+486
+0.7% +$124K 0.99% 20
2024
Q4 		$17.5M Buy
73,091
+1,253
+2% +$292K 0.98% 17
2024
Q3 		$15.1M Buy
71,838
+1,046
+1% +$220K 0.87% 18
2024
Q2 		$14.3M Buy
70,792
+517
+0.7% +$101K 0.9% 19
2024
Q1 		$14.1M Sell
70,275
-26,001
-27% -$4.69M 0.94% 16
2023
Q4 		$16.4M Buy
96,276
+9,538
+11% +$1.45M 1.21% 16
2023
Q3 		$12.6M Buy
86,738
+5,736
+7% +$860K 1.06% 16
2023
Q2 		$11.8M Buy
81,002
+2,890
+4% +$397K 0.99% 16
2023
Q1 		$10.2M Buy
78,112
+2,086
+3% +$286K 0.93% 18
2022
Q4 		$10.2M Buy
76,026
+25,246
+50% +$3.2M 1% 18
2022
Q3 		$5.31M Buy
50,780
+16,772
+49% +$1.92M 0.58% 27
2022
Q2 		$3.83M Buy
34,008
+1,780
+6% +$221K 0.41% 33
2022
Q1 		$4.39M Buy
32,228
+6,393
+25% +$944K 0.43% 30
2021
Q4 		$4.09M Sell
25,835
-2,446
-9% -$402K 0.4% 30
2021
Q3 		$4.63M Buy
+28,281
New +$4.43M 0.6% 21

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

JB Capital's JPM Position: Q3 2026 in Review

JB Capital reduced its JPMorgan Chase (JPM) stake by 1.1% in Q3 2026, selling an estimated $309K and leaving 76,200 shares worth $25.2M. The position accounts for 0.86% of the portfolio, ranked #23.

JB Capital first reported a position in JPM in Q3 2021 and has held it in 21 quarters since. The position peaked at $25.2M in Q2 2026. 1,306 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • JB Capital held 76,200 shares of JPMorgan Chase worth $25.2M as of Q3 2026.
  • JB Capital sold 883 JPMorgan Chase shares in Q3 2026, an estimated $309K.
  • JPMorgan Chase made up 0.86% of JB Capital's portfolio in Q3 2026, its #23 holding.
  • JB Capital first reported a position in JPMorgan Chase in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's JPMorgan Chase position peaked at $25.2M in Q2 2026.
  • 1,306 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.