M1 Capital Management’s JPMorgan Chase JPM Stock Holding History

M1 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 Q2	$734K	Sell	2,242 -6	-0.3%	-$1.86K	0.27%	59
2026 Q1	$661K	Hold	2,248	–	–	0.3%	56
2025 Q4	$724K	Buy	2,248 +2	+0.1%	+$619	0.3%	57
2025 Q3	$708K	Buy	2,246 +13	+0.6%	+$3.87K	0.31%	56
2025 Q2	$647K	Buy	2,233 +49	+2%	+$12.5K	0.33%	52
2025 Q1	$536K	Sell	2,184 -33	-1%	-$8.41K	0.34%	44
2024 Q4	$531K	Buy	+2,217	New	+$516K	0.29%	45

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

M1 Capital Management's JPM Position: Q2 2026 in Review

M1 Capital Management reduced its JPMorgan Chase (JPM) stake by 0.27% in Q2 2026, selling an estimated $1.86K and leaving 2,242 shares worth $734K. The position accounts for 0.27% of the portfolio, ranked #59.

M1 Capital Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,154 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

M1 Capital Management held 2,242 shares of JPMorgan Chase worth $734K as of Q2 2026.
M1 Capital Management sold 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 0.27% of M1 Capital Management's portfolio in Q2 2026, its #59 holding.
M1 Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,154 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.