Capstone Wealth Management Group, Inc.’s JPMorgan Chase JPM Stock Holding History

Capstone Wealth Management Group, Inc.’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	$668K	Buy	+2,039	New	+$633K	0.4%	55

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s JPM Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in JPMorgan Chase (JPM) in Q2 2026: 2,039 shares worth $668K. The stake represents 0.4% of the portfolio and ranks #55 among its holdings.

2,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Capstone Wealth Management Group, Inc. held 2,039 shares of JPMorgan Chase worth $668K as of Q2 2026.
JPMorgan Chase was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
JPMorgan Chase made up 0.4% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #55 holding.
2,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.