JM2 Capital
JPM icon

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
Q3 		$2.03M Buy
6,124
+38
+0.6% +$13.3K 1.34% 16
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

JM2 Capital's JPM Position: Q3 2026 in Review

JM2 Capital increased its JPMorgan Chase (JPM) stake by 0.62% in Q3 2026, buying an estimated $13.3K and bringing the position to 6,124 shares worth $2.03M. The position accounts for 1.34% of the portfolio, ranked #16.

JM2 Capital first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • JM2 Capital held 6,124 shares of JPMorgan Chase worth $2.03M as of Q3 2026.
  • JM2 Capital bought 38 JPMorgan Chase shares in Q3 2026, an estimated $13.3K.
  • JPMorgan Chase made up 1.34% of JM2 Capital's portfolio in Q3 2026, its #16 holding.
  • JM2 Capital first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.