Malaga Cove Capital’s JPMorgan Chase JPM Stock Holding History

Malaga Cove Capital’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	$7.46M	Sell	22,793 -226	-1%	-$70.2K	2.38%	8
2026 Q1	$6.77M	Sell	23,019 -202	-0.9%	-$61.3K	2.43%	8
2025 Q4	$7.48M	Sell	23,221 -1,066	-4%	-$330K	2.59%	6
2025 Q3	$7.66M	Sell	24,287 -191	-0.8%	-$56.8K	2.78%	4
2025 Q2	$7.1M	Sell	24,478 -713	-3%	-$182K	2.79%	5
2025 Q1	$6.18M	Buy	25,191 +83	+0.3%	+$21.2K	2.67%	4
2024 Q4	$6.02M	Sell	25,108 -505	-2%	-$118K	2.36%	4
2024 Q3	$5.4M	Sell	25,613 -76	-0.3%	-$16K	2.17%	6
2024 Q2	$5.2M	Sell	25,689 -76	-0.3%	-$14.9K	2.11%	4
2024 Q1	$5.16M	Sell	25,765 -198	-0.8%	-$35.7K	2.1%	7
2023 Q4	$4.42M	Sell	25,963 -1,269	-5%	-$192K	1.86%	8
2023 Q3	$3.95M	Sell	27,232 -285	-1%	-$42.7K	1.82%	8
2023 Q2	$4M	Sell	27,517 -78	-0.3%	-$10.7K	1.85%	6
2023 Q1	$3.6M	Sell	27,595 -12	-0%	-$1.64K	1.78%	8
2022 Q4	$3.7M	Sell	27,607 -51	-0.2%	-$6.46K	2.02%	6
2022 Q3	$2.89M	Buy	27,658 +1,256	+5%	+$144K	1.65%	9
2022 Q2	$2.96M	Buy	26,402 +943	+4%	+$117K	1.65%	8
2022 Q1	$3.47M	Buy	25,459 +587	+2%	+$86.6K	1.58%	9
2021 Q4	$3.94M	Sell	24,872 -79	-0.3%	-$13K	1.54%	10
2021 Q3	$4.08M	Sell	24,951 -177	-0.7%	-$27.7K	1.68%	9
2021 Q2	$3.91M	Buy	25,128 +264	+1%	+$41.5K	1.67%	9
2021 Q1	$3.8M	Sell	24,864 -453	-2%	-$65.2K	1.62%	10
2020 Q4	$3.2M	Buy	25,317 +91	+0.4%	+$10.2K	1.5%	10
2020 Q3	$2.43M	Buy	25,226 +1,814	+8%	+$178K	1.41%	12
2020 Q2	$2.2M	Buy	23,412 +4,263	+22%	+$404K	1.34%	12
2020 Q1	$1.74M	Buy	19,149 +91	+0.5%	+$11.1K	1.43%	12
2019 Q4	$2.66M	Sell	19,058 -58	-0.3%	-$7.44K	1.65%	10
2019 Q3	$2.25M	Buy	19,116 +1,271	+7%	+$144K	1.52%	12
2019 Q2	$2M	Sell	17,845 -60	-0.3%	-$6.62K	1.29%	14
2019 Q1	$1.81M	Sell	17,905 -1,443	-7%	-$149K	1.11%	21
2018 Q4	$1.88M	Buy	19,348 +2,739	+16%	+$292K	1.3%	18
2018 Q3	$1.9M	Sell	16,609 -121	-0.7%	-$13.7K	1.03%	25
2018 Q2	$1.74M	Sell	16,730 -92	-0.5%	-$10.1K	0.88%	33
2018 Q1	$1.85M	Sell	16,822 -52	-0.3%	-$5.89K	0.99%	27
2017 Q4	$1.8M	Hold	16,874	–	–	1.01%	31
2017 Q3	$1.63M	Sell	16,874 -109	-0.6%	-$10.1K	0.94%	34
2017 Q2	$1.55M	Buy	16,983 +71	+0.4%	+$6.13K	0.93%	37
2017 Q1	$1.48M	Sell	16,912 -109	-0.6%	-$9.62K	0.9%	37
2016 Q4	$1.47M	Sell	17,021 -15	-0.1%	-$1.14K	0.96%	36
2016 Q3	$1.13M	Hold	17,036	–	–	0.82%	41
2016 Q2	$1.01M	Hold	17,036	–	–	0.83%	42
2016 Q1	$1.01M	Sell	17,036 -203	-1%	-$11.9K	0.83%	42
2015 Q4	$1.15M	Sell	17,239 -25	-0.1%	-$1.63K	0.82%	48
2015 Q3	$1.05M	Sell	17,264 -299	-2%	-$19.6K	0.84%	43
2015 Q2	$1.18M	Hold	17,563	–	–	0.85%	30
2015 Q1	$1.05M	Hold	17,563	–	–	0.83%	34
2014 Q4	$1.11M	Sell	17,563 -114	-0.6%	-$6.86K	0.89%	35
2014 Q3	$1.06M	Hold	17,677	–	–	0.86%	27
2014 Q2	$1.02M	Buy	17,677 +7,711	+77%	+$434K	0.85%	29
2014 Q1	$605K	Buy	+9,966	New	+$576K	0.51%	37

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Malaga Cove Capital's JPM Position: Q2 2026 in Review

Malaga Cove Capital reduced its JPMorgan Chase (JPM) stake by 0.98% in Q2 2026, selling an estimated $70.2K and leaving 22,793 shares worth $7.46M. The position accounts for 2.38% of the portfolio, ranked #8.

Malaga Cove Capital first reported a position in JPM in Q1 2014 and has held it in 50 quarters since. The position peaked at $7.66M in Q3 2025. 3,100 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Malaga Cove Capital held 22,793 shares of JPMorgan Chase worth $7.46M as of Q2 2026.
Malaga Cove Capital sold 226 JPMorgan Chase shares in Q2 2026, an estimated $70.2K.
JPMorgan Chase made up 2.38% of Malaga Cove Capital's portfolio in Q2 2026, its #8 holding.
Malaga Cove Capital first reported a position in JPMorgan Chase in Q1 2014 and has held it in 50 quarters since.
Malaga Cove Capital's JPMorgan Chase position peaked at $7.66M in Q3 2025.
3,100 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Malaga Cove Capital's 13F filing for Q2 2026, filed 24 Jul 2026.