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Nelson Capital Management’s JPMorgan Chase JPM Stock Holding History

Nelson 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 		$13.6M Sell
41,528
-1,046
-2% -$325K 1.49% 13
2026
Q1 		$12.5M Sell
42,574
-946
-2% -$287K 1.53% 11
2025
Q4 		$14M Sell
43,520
-471
-1% -$146K 1.64% 11
2025
Q3 		$13.9M Buy
43,991
+2,243
+5% +$667K 1.65% 11
2025
Q2 		$12.1M Sell
41,748
-90
-0.2% -$23K 1.6% 12
2025
Q1 		$10.3M Sell
41,838
-147
-0.4% -$37.5K 1.77% 14
2024
Q4 		$10.1M Sell
41,985
-1,981
-5% -$461K 1.66% 13
2024
Q3 		$9.27M Sell
43,966
-424
-1% -$89.3K 1.56% 14
2024
Q2 		$8.98M Sell
44,390
-248
-0.6% -$48.5K 1.59% 15
2024
Q1 		$8.94M Sell
44,638
-614
-1% -$111K 1.71% 12
2023
Q4 		$7.7M Sell
45,252
-2,051
-4% -$311K 1.72% 14
2023
Q3 		$6.86M Buy
47,303
+10,034
+27% +$1.5M 1.68% 12
2023
Q2 		$5.42M Sell
37,269
-1,214
-3% -$167K 1.4% 22
2023
Q1 		$5.01M Sell
38,483
-2,221
-5% -$304K 1.42% 26
2022
Q4 		$5.46M Sell
40,704
-4,347
-10% -$551K 1.6% 23
2022
Q3 		$4.71M Sell
45,051
-669
-1% -$76.8K 1.38% 26
2022
Q2 		$5.15M Sell
45,720
-2,251
-5% -$279K 1.42% 28
2022
Q1 		$6.54M Sell
47,971
-508
-1% -$75K 1.28% 26
2021
Q4 		$7.68M Buy
48,479
+95
+0.2% +$15.6K 1.42% 22
2021
Q3 		$7.92M Sell
48,384
-155
-0.3% -$24.3K 1.58% 17
2021
Q2 		$7.55M Buy
48,539
+237
+0.5% +$37.2K 1.53% 21
2021
Q1 		$7.35M Sell
48,302
-4,413
-8% -$635K 1.57% 19
2020
Q4 		$6.7M Sell
52,715
-14,325
-21% -$1.6M 1.44% 24
2020
Q3 		$6.45M Sell
67,040
-2,421
-3% -$238K 1.13% 34
2020
Q2 		$6.53M Sell
69,461
-633
-0.9% -$60.1K 1.42% 30
2020
Q1 		$6.31M Buy
70,094
+318
+0.5% +$38.6K 1.69% 22
2019
Q4 		$9.73M Buy
69,776
+1,188
+2% +$152K 2.04% 14
2019
Q3 		$8.07M Buy
68,588
+612
+0.9% +$69.2K 1.91% 15
2019
Q2 		$7.6M Sell
67,976
-653
-1% -$72K 1.8% 20
2019
Q1 		$6.95M Sell
68,629
-519
-0.8% -$53.5K 1.73% 23
2018
Q4 		$6.75M Sell
69,148
-1,218
-2% -$130K 1.88% 17
2018
Q3 		$7.94M Buy
70,366
+1,875
+3% +$213K 1.83% 17
2018
Q2 		$7.14M Buy
68,491
+1,920
+3% +$211K 1.83% 16
2018
Q1 		$7.32M Sell
66,571
-250
-0.4% -$28.3K 1.9% 16
2017
Q4 		$7.15M Sell
66,821
-575
-0.9% -$58.2K 2.23% 14
2017
Q3 		$6.44M Buy
67,396
+470
+0.7% +$43.3K 2.12% 15
2017
Q2 		$6.12M Sell
66,926
-1,350
-2% -$116K 2.07% 17
2017
Q1 		$6M Buy
68,276
+580
+0.9% +$51.2K 2.02% 19
2016
Q4 		$5.84M Sell
67,696
-2,022
-3% -$154K 2.04% 17
2016
Q3 		$4.64M Buy
69,718
+2,222
+3% +$145K 1.65% 33
2016
Q2 		$4.19M Buy
67,496
+11
+0% +$687 1.58% 35
2016
Q1 		$4M Buy
67,485
+330
+0.5% +$19.3K 1.51% 35
2015
Q4 		$4.43M Buy
67,155
+760
+1% +$49.5K 1.7% 31
2015
Q3 		$4.05M Buy
66,395
+1,692
+3% +$111K 1.55% 35
2015
Q2 		$4.38M Buy
64,703
+1,424
+2% +$93K 1.59% 34
2015
Q1 		$3.83M Buy
63,279
+593
+0.9% +$35.1K 1.38% 38
2014
Q4 		$3.92M Buy
62,686
+1,567
+3% +$94.3K 1.45% 34
2014
Q3 		$3.68M Buy
61,119
+2,100
+4% +$123K 1.39% 34
2014
Q2 		$3.4M Buy
59,019
+2,854
+5% +$160K 1.36% 35
2014
Q1 		$3.41M Buy
56,165
+2,315
+4% +$134K 1.5% 32
2013
Q4 		$3.15M Buy
53,850
+53,745
+51,186% +$2.94M 1.4% 36
2013
Q3 		$5K Hold
105
– – ﹤0.01% 202
2013
Q2 		$6K Buy
+105
New +$5.34K ﹤0.01% 198

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Nelson Capital Management reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $325K and leaving 41,528 shares worth $13.6M. The position accounts for 1.49% of the portfolio, ranked #13.

Nelson Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $14M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Nelson Capital Management held 41,528 shares of JPMorgan Chase worth $13.6M as of Q2 2026.
  • Nelson Capital Management sold 1,046 JPMorgan Chase shares in Q2 2026, an estimated $325K.
  • JPMorgan Chase made up 1.49% of Nelson Capital Management's portfolio in Q2 2026, its #13 holding.
  • Nelson Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Nelson Capital Management's JPMorgan Chase position peaked at $14M in Q4 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.