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Morton Capital Management’s JPMorgan Chase JPM Stock Holding History

Morton 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 		$3.51M Sell
10,708
-110
-1% -$34.2K 0.48% 22
2026
Q1 		$3.18M Sell
10,818
-555
-5% -$168K 0.47% 21
2025
Q4 		$3.66M Sell
11,373
-409
-3% -$127K 0.56% 20
2025
Q3 		$3.72M Sell
11,782
-891
-7% -$265K 0.61% 19
2025
Q2 		$3.67M Buy
12,673
+1,004
+9% +$256K 0.65% 18
2025
Q1 		$2.86M Buy
11,669
+95
+0.8% +$24.2K 0.55% 18
2024
Q4 		$2.77M Buy
11,574
+4
+0% +$932 0.52% 17
2024
Q3 		$2.44M Buy
11,570
+1,963
+20% +$413K 0.48% 19
2024
Q2 		$1.94M Sell
9,607
-4
-0% -$782 0.46% 20
2024
Q1 		$1.93M Buy
9,611
+106
+1% +$19.1K 0.52% 19
2023
Q4 		$1.62M Buy
9,505
+32
+0.3% +$4.85K 0.48% 21
2023
Q3 		$1.37M Hold
9,473
– – 0.49% 20
2023
Q2 		$1.38M Hold
9,473
– – 0.47% 19
2023
Q1 		$1.23M Hold
9,473
– – 0.44% 23
2022
Q4 		$1.27M Sell
9,473
-296
-3% -$37.5K 0.5% 22
2022
Q3 		$1.02M Sell
9,769
-125
-1% -$14.3K 0.46% 20
2022
Q2 		$1.11M Buy
9,894
+366
+4% +$45.3K 0.49% 22
2022
Q1 		$1.3M Buy
9,528
+51
+0.5% +$7.53K 0.53% 18
2021
Q4 		$1.5M Buy
+9,477
New +$1.56M 0.61% 14

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

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

Morton Capital Management reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $34.2K and leaving 10,708 shares worth $3.51M. The position accounts for 0.48% of the portfolio, ranked #22.

Morton Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.72M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Morton Capital Management held 10,708 shares of JPMorgan Chase worth $3.51M as of Q2 2026.
  • Morton Capital Management sold 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
  • JPMorgan Chase made up 0.48% of Morton Capital Management's portfolio in Q2 2026, its #22 holding.
  • Morton Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's JPMorgan Chase position peaked at $3.72M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.