Miramontes Capital’s JPMorgan Chase JPM Stock Holding History

Miramontes 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	$979K	Sell	2,991 -36	-1%	-$11.2K	0.3%	48
2026 Q1	$890K	Buy	3,027 +80	+3%	+$24.3K	0.31%	50
2025 Q4	$950K	Buy	+2,947	New	+$912K	0.32%	47

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

Miramontes Capital's JPM Position: Q2 2026 in Review

Miramontes Capital reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $11.2K and leaving 2,991 shares worth $979K. The position accounts for 0.3% of the portfolio, ranked #48.

Miramontes Capital first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,151 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Miramontes Capital held 2,991 shares of JPMorgan Chase worth $979K as of Q2 2026.
Miramontes Capital sold 36 JPMorgan Chase shares in Q2 2026, an estimated $11.2K.
JPMorgan Chase made up 0.3% of Miramontes Capital's portfolio in Q2 2026, its #48 holding.
Miramontes Capital first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,151 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Miramontes Capital's 13F filing for Q2 2026, filed 9 Sep 2026.