JC
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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
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

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

JB Capital's JPM Position: Q2 2026 in Review

JB Capital increased its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, buying an estimated $1.28M and bringing the position to 77,083 shares worth $25.2M. The position accounts for 0.87% of the portfolio, ranked #23.

JB Capital first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • JB Capital held 77,083 shares of JPMorgan Chase worth $25.2M as of Q2 2026.
  • JB Capital bought 4,115 JPMorgan Chase shares in Q2 2026, an estimated $1.28M.
  • JPMorgan Chase made up 0.87% of JB Capital's portfolio in Q2 2026, its #23 holding.
  • JB Capital first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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