MC
JPM icon

Miramar Capital’s JPMorgan Chase JPM Stock Holding History

Miramar 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
Q1 		$15.3M Buy
52,064
+650
+1% +$197K 3.41% 13
2025
Q4 		$16.6M Sell
51,414
-762
-1% -$236K 3.62% 8
2025
Q3 		$16.5M Buy
52,176
+909
+2% +$270K 3.65% 9
2025
Q2 		$14.9M Buy
51,267
+807
+2% +$206K 3.52% 12
2025
Q1 		$12.4M Sell
50,460
-1,618
-3% -$412K 2.94% 16
2024
Q4 		$12.5M Buy
52,078
+4
+0% +$932 2.98% 14
2024
Q3 		$11M Sell
52,074
-463
-0.9% -$97.5K 2.56% 23
2024
Q2 		$10.6M Sell
52,537
-738
-1% -$144K 2.66% 24
2024
Q1 		$10.2M Sell
53,275
-27,278
-34% -$4.92M 2.58% 22
2023
Q4 		$13.7M Sell
80,553
-17,966
-18% -$2.72M 3.57% 9
2023
Q3 		$14.3M Sell
98,519
-27,323
-22% -$4.1M 3.88% 6
2023
Q2 		$18.3M Sell
125,842
-1,104
-0.9% -$152K 4.64% 3
2023
Q1 		$16.5M Buy
126,946
+320
+0.3% +$43.8K 4.25% 4
2022
Q4 		$17M Buy
126,626
+574
+0.5% +$72.7K 4.45% 2
2022
Q3 		$16.4M Buy
126,052
+7,372
+6% +$846K 4.5% 2
2022
Q2 		$13.4M Buy
118,680
+34,080
+40% +$4.22M 3.78% 5
2022
Q1 		$11.5M Buy
84,600
+27,330
+48% +$4.03M 3.16% 6
2021
Q4 		$9.07M Buy
57,270
+327
+0.6% +$53.7K 3.08% 13
2021
Q3 		$9.32M Buy
56,943
+370
+0.7% +$58K 3.72% 6
2021
Q2 		$8.66M Sell
56,573
-308
-0.5% -$48.4K 3.5% 11
2021
Q1 		$8.66M Sell
56,881
-3,059
-5% -$440K 3.87% 4
2020
Q4 		$8.4M Buy
59,940
+5,232
+10% +$585K 3.74% 8
2020
Q3 		$5.6M Buy
54,708
+67
+0.1% +$6.58K 3.25% 15
2020
Q2 		$5.22M Buy
54,641
+3,744
+7% +$355K 3.22% 16
2020
Q1 		$4.58M Buy
50,897
+596
+1% +$72.4K 4.17% 9
2019
Q4 		$6.8M Sell
50,301
-898
-2% -$115K 4.16% 5
2019
Q3 		$6.33M Buy
51,199
+805
+2% +$91.1K 4.27% 7
2019
Q2 		$5.83M Sell
50,394
-670
-1% -$73.9K 4.13% 8
2019
Q1 		$5.17M Sell
51,064
-270
-0.5% -$27.8K 3.96% 9
2018
Q4 		$5.27M Buy
+51,334
New +$5.47M 4.12% 6

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Miramar Capital's JPM Position: Q1 2026 in Review

Miramar Capital increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $197K and bringing the position to 52,064 shares worth $15.3M. The position accounts for 3.41% of the portfolio, ranked #13.

Miramar Capital first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.3M in Q2 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Miramar Capital held 52,064 shares of JPMorgan Chase worth $15.3M as of Q1 2026.
  • Miramar Capital bought 650 JPMorgan Chase shares in Q1 2026, an estimated $197K.
  • JPMorgan Chase made up 3.41% of Miramar Capital's portfolio in Q1 2026, its #13 holding.
  • Miramar Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Miramar Capital's JPMorgan Chase position peaked at $18.3M in Q2 2023.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Miramar Capital's 13F filing for Q1 2026, filed 11 May 2026.