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Marest Capital’s JPMorgan Chase JPM Stock Holding History

Marest 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 		$7.22M Buy
22,050
+103
+0.5% +$32K 3.59% 5
2026
Q1 		$6.46M Buy
21,947
+1,575
+8% +$478K 3.73% 5
2025
Q4 		$6.56M Buy
20,372
+838
+4% +$259K 3.67% 5
2025
Q3 		$6.16M Buy
19,534
+545
+3% +$162K 3.75% 5
2025
Q2 		$5.51M Buy
18,989
+1,941
+11% +$495K 4.28% 3
2025
Q1 		$4.18M Buy
17,048
+149
+0.9% +$38K 3.47% 4
2024
Q4 		$4.05M Buy
16,899
+132
+0.8% +$30.7K 3.27% 4
2024
Q3 		$3.54M Buy
16,767
+48
+0.3% +$10.1K 2.99% 4
2024
Q2 		$3.38M Buy
16,719
+101
+0.6% +$19.7K 3% 4
2024
Q1 		$3.33M Buy
16,618
+135
+0.8% +$24.4K 3.07% 4
2023
Q4 		$2.8M Buy
+16,483
New +$2.5M 2.87% 5

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

Marest Capital's JPM Position: Q2 2026 in Review

Marest Capital increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, buying an estimated $32K and bringing the position to 22,050 shares worth $7.22M. The position accounts for 3.59% of the portfolio, ranked #5.

Marest Capital first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Marest Capital held 22,050 shares of JPMorgan Chase worth $7.22M as of Q2 2026.
  • Marest Capital bought 103 JPMorgan Chase shares in Q2 2026, an estimated $32K.
  • JPMorgan Chase made up 3.59% of Marest Capital's portfolio in Q2 2026, its #5 holding.
  • Marest Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Marest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.