NCM
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NCM Capital Management’s JPMorgan Chase JPM Stock Holding History

NCM 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 		$7.18M Buy
21,937
+452
+2% +$140K 2.21% 11
2026
Q1 		$6.32M Sell
21,485
-189
-0.9% -$57.4K 2.26% 11
2025
Q4 		$6.98M Sell
21,674
-720
-3% -$223K 2.59% 11
2025
Q3 		$7.06M Sell
22,394
-316
-1% -$94K 2.74% 8
2025
Q2 		$6.58M Buy
22,710
+51
+0.2% +$13K 2.7% 10
2025
Q1 		$5.56M Sell
22,659
-131
-0.6% -$33.4K 2.5% 9
2024
Q4 		$5.46M Buy
22,790
+16
+0.1% +$3.73K 2.46% 10
2024
Q3 		$4.8M Sell
22,774
-5
-0% -$1.05K 2.3% 10
2024
Q2 		$4.61M Buy
22,779
+5
+0% +$978 2.42% 9
2024
Q1 		$4.56M Sell
22,774
-22
-0.1% -$3.97K 2.56% 8
2023
Q4 		$3.88M Buy
22,796
+27
+0.1% +$4.09K 2.35% 10
2023
Q3 		$3.3M Sell
22,769
-153
-0.7% -$22.9K 2.35% 9
2023
Q2 		$3.33M Buy
22,922
+331
+1% +$45.5K 2.32% 11
2023
Q1 		$2.94M Buy
22,591
+12
+0.1% +$1.64K 2.2% 9
2022
Q4 		$3.03M Buy
22,579
+2
+0% +$253 2% 9
2022
Q3 		$2.36M Sell
22,577
-63
-0.3% -$7.23K 1.78% 7
2022
Q2 		$2.55M Buy
22,640
+11
+0% +$1.36K 1.79% 6
2022
Q1 		$3.08M Sell
22,629
-299
-1% -$44.1K 1.94% 7
2021
Q4 		$3.63M Buy
+22,928
New +$3.77M 3.22% 4

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

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

NCM Capital Management increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, buying an estimated $140K and bringing the position to 21,937 shares worth $7.18M. The position accounts for 2.21% of the portfolio, ranked #11.

NCM Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NCM Capital Management held 21,937 shares of JPMorgan Chase worth $7.18M as of Q2 2026.
  • NCM Capital Management bought 452 JPMorgan Chase shares in Q2 2026, an estimated $140K.
  • JPMorgan Chase made up 2.21% of NCM Capital Management's portfolio in Q2 2026, its #11 holding.
  • NCM Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NCM Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.