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
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 $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

NCM Capital Management's JPM Position: Q1 2026 in Review

NCM Capital Management reduced its JPMorgan Chase (JPM) stake by 0.87% in Q1 2026, selling an estimated $57.4K and leaving 21,485 shares worth $6.32M. The position accounts for 2.26% of the portfolio, ranked #11.

NCM Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.06M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • NCM Capital Management held 21,485 shares of JPMorgan Chase worth $6.32M as of Q1 2026.
  • NCM Capital Management sold 189 JPMorgan Chase shares in Q1 2026, an estimated $57.4K.
  • JPMorgan Chase made up 2.26% of NCM Capital Management's portfolio in Q1 2026, its #11 holding.
  • NCM Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • NCM Capital Management's JPMorgan Chase position peaked at $7.06M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on NCM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.