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Joseph Group Capital Management’s JPMorgan Chase JPM Stock Holding History

Joseph Group Capital Management’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 		$7.07M Buy
24,045
+2,666
+12% +$809K 1.77% 14
2025
Q4 		$6.89M Buy
21,379
+598
+3% +$185K 1.81% 16
2025
Q3 		$6.56M Buy
20,781
+1,063
+5% +$316K 1.85% 13
2025
Q2 		$5.72M Sell
19,718
-1,642
-8% -$419K 1.92% 12
2025
Q1 		$5.24M Buy
21,360
+1,349
+7% +$344K 2% 9
2024
Q4 		$4.8M Buy
20,011
+1,858
+10% +$433K 1.89% 12
2024
Q3 		$3.83M Buy
18,153
+1,256
+7% +$265K 1.46% 19
2024
Q2 		$3.42M Buy
16,897
+1,074
+7% +$210K 1.77% 13
2024
Q1 		$3.17M Buy
15,823
+2,280
+17% +$411K 1.59% 10
2023
Q4 		$2.3M Buy
13,543
+250
+2% +$37.9K 1.34% 15
2023
Q3 		$1.93M Buy
13,293
+335
+3% +$50.2K 1.39% 17
2023
Q2 		$1.88M Buy
12,958
+916
+8% +$126K 1.58% 16
2023
Q1 		$1.57M Sell
12,042
-899
-7% -$123K 1.38% 18
2022
Q4 		$1.74M Sell
12,941
-220
-2% -$27.9K 1.65% 9
2022
Q3 		$1.38M Buy
13,161
+3,333
+34% +$382K 1.5% 17
2022
Q2 		$1.11M Buy
9,828
+834
+9% +$103K 1.11% 30
2022
Q1 		$1.23M Buy
8,994
+452
+5% +$66.7K 1.24% 29
2021
Q4 		$1.35M Buy
+8,542
New +$1.4M 1.3% 29

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

Joseph Group Capital Management's JPM Position: Q1 2026 in Review

Joseph Group Capital Management increased its JPMorgan Chase (JPM) stake by 12% in Q1 2026, buying an estimated $809K and bringing the position to 24,045 shares worth $7.07M. The position accounts for 1.77% of the portfolio, ranked #14.

Joseph Group Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Joseph Group Capital Management held 24,045 shares of JPMorgan Chase worth $7.07M as of Q1 2026.
  • Joseph Group Capital Management bought 2,666 JPMorgan Chase shares in Q1 2026, an estimated $809K.
  • JPMorgan Chase made up 1.77% of Joseph Group Capital Management's portfolio in Q1 2026, its #14 holding.
  • Joseph Group Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.