JP Morgan Chase’s Netcapital NCPL Stock Holding History

JP Morgan Chase’s Portfolio NCPL Stock Details NCPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$2	–	7614
2024 Q3	$2	Buy	+1	New	+$4	﹤0.01%	7358
2024 Q2	–	Hold	0	–	–	–	7625
2024 Q1	–	Hold	0	–	–	–	7721

Other funds holding NCPL

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase's NCPL Position: Q4 2024 in Review

JP Morgan Chase sold out of Netcapital (NCPL) in Q4 2024, closing a stake of 1 share — an estimated $2 sold.

JP Morgan Chase first reported a position in NCPL in Q3 2024 and held it in 1 quarter. The position peaked at $2 in Q3 2024. 6 funds tracked by Wall St. Rank hold NCPL as of Q4 2024.

JP Morgan Chase reported no remaining Netcapital position as of Q4 2024 after selling out during the quarter.
JP Morgan Chase sold 1 Netcapital share in Q4 2024, an estimated $2.
JP Morgan Chase first reported a position in Netcapital in Q3 2024 and held it in 1 quarter.
JP Morgan Chase's Netcapital position peaked at $2 in Q3 2024.
6 funds tracked by Wall St. Rank held Netcapital as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.