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JM2 Capital’s JPMorgan Chase JPM Stock Holding History

JM2 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 		$1.99M Sell
6,086
-66
-1% -$20.5K 1.37% 18
2026
Q1 		$1.81M Buy
6,152
+5
+0.1% +$1.52K 1.5% 16
2025
Q4 		$1.98M Buy
+6,147
New +$1.9M 1.59% 15

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JM2 Capital's JPM Position: Q2 2026 in Review

JM2 Capital reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $20.5K and leaving 6,086 shares worth $1.99M. The position accounts for 1.37% of the portfolio, ranked #18.

JM2 Capital first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • JM2 Capital held 6,086 shares of JPMorgan Chase worth $1.99M as of Q2 2026.
  • JM2 Capital sold 66 JPMorgan Chase shares in Q2 2026, an estimated $20.5K.
  • JPMorgan Chase made up 1.37% of JM2 Capital's portfolio in Q2 2026, its #18 holding.
  • JM2 Capital first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.