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Kapstone Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Kapstone Financial Advisors’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 		$3.1M Buy
9,463
+313
+3% +$97.2K 1.3% 17
2026
Q1 		$2.69M Buy
9,150
+286
+3% +$86.8K 1.32% 17
2025
Q4 		$2.86M Sell
8,864
-66
-0.7% -$20.4K 1.42% 18
2025
Q3 		$2.82M Sell
8,930
-376
-4% -$112K 1.33% 18
2025
Q2 		$2.7M Sell
9,306
-20
-0.2% -$5.1K 1.35% 17
2025
Q1 		$2.29M Sell
9,326
-97
-1% -$24.7K 1.29% 17
2024
Q4 		$2.51M Sell
9,423
-345
-4% -$80.4K 1.34% 15
2024
Q3 		$2.06M Buy
9,768
+422
+5% +$88.9K 1.25% 16
2024
Q2 		$1.89M Buy
9,346
+227
+2% +$44.4K 1.24% 15
2024
Q1 		$1.83M Buy
9,119
+313
+4% +$56.5K 1.24% 16
2023
Q4 		$1.52M Sell
8,806
-5,663
-39% -$858K 1.19% 16
2023
Q3 		$2.1M Buy
14,469
+6,000
+71% +$899K 1.89% 10
2023
Q2 		$1.33M Sell
8,469
-391
-4% -$53.8K 1.1% 20
2023
Q1 		$1.14M Sell
8,860
-400
-4% -$54.8K 1.03% 20
2022
Q4 		$1.29M Buy
+9,260
New +$1.17M 1.17% 18

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kapstone Financial Advisors's JPM Position: Q2 2026 in Review

Kapstone Financial Advisors increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $97.2K and bringing the position to 9,463 shares worth $3.1M. The position accounts for 1.3% of the portfolio, ranked #17.

Kapstone Financial Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kapstone Financial Advisors held 9,463 shares of JPMorgan Chase worth $3.1M as of Q2 2026.
  • Kapstone Financial Advisors bought 313 JPMorgan Chase shares in Q2 2026, an estimated $97.2K.
  • JPMorgan Chase made up 1.3% of Kapstone Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Kapstone Financial Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.