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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JB Capital's JPM Position: Q1 2026 in Review

JB Capital reduced its JPMorgan Chase (JPM) stake by 5.8% in Q1 2026, selling an estimated $1.35M and leaving 72,968 shares worth $21.5M. The position accounts for 0.87% of the portfolio, ranked #20.

JB Capital first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.9M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • JB Capital held 72,968 shares of JPMorgan Chase worth $21.5M as of Q1 2026.
  • JB Capital sold 4,459 JPMorgan Chase shares in Q1 2026, an estimated $1.35M.
  • JPMorgan Chase made up 0.87% of JB Capital's portfolio in Q1 2026, its #20 holding.
  • JB Capital first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's JPMorgan Chase position peaked at $24.9M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.