NewSquare Capital’s JPMorgan Chase JPM Stock Holding History

NewSquare 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 Q1	$14.6M	Buy	49,768 +599	+1%	+$182K	1.27%	12
2025 Q4	$15.8M	Sell	49,169 -20,019	-29%	-$6.2M	1.4%	12
2025 Q3	$21.8M	Sell	69,188 -20,338	-23%	-$6.05M	1.48%	14
2025 Q2	$25.7M	Buy	89,526 +3,620	+4%	+$924K	1.91%	9
2025 Q1	$20.9M	Buy	85,906 +789	+0.9%	+$201K	1.7%	11
2024 Q4	$20.2M	Buy	85,117 +1,981	+2%	+$461K	1.62%	14
2024 Q3	$17.4M	Buy	83,136 +2,136	+3%	+$450K	1.38%	18
2024 Q2	$16.2M	Buy	81,000 +4,757	+6%	+$930K	1.4%	18
2024 Q1	$15.1M	Buy	76,243 +138	+0.2%	+$24.9K	1.34%	18
2023 Q4	$12.8M	Buy	76,105 +1,356	+2%	+$205K	1.22%	23
2023 Q3	$10.7M	Buy	74,749 +4,540	+6%	+$681K	1.13%	23
2023 Q2	$10.2M	Buy	70,209 +24,552	+54%	+$3.38M	1.06%	24
2023 Q1	$5.95M	Buy	45,657 +3,401	+8%	+$466K	0.7%	48
2022 Q4	$5.67M	Buy	42,256 +2,533	+6%	+$321K	0.71%	48
2022 Q3	$4.15M	Buy	39,723 +2,205	+6%	+$253K	0.52%	59
2022 Q2	$4.22M	Buy	37,518 +3,757	+11%	+$465K	0.54%	60
2022 Q1	$4.6M	Buy	33,761 +4,338	+15%	+$640K	0.49%	56
2021 Q4	$4.66M	Buy	29,423 +2,840	+11%	+$466K	0.49%	46
2021 Q3	$4.35M	Buy	26,583 +685	+3%	+$107K	0.51%	37
2021 Q2	$4.03M	Buy	25,898 +2,263	+10%	+$355K	0.48%	48
2021 Q1	$3.6M	Buy	23,635 +15	+0.1%	+$2.16K	0.47%	52
2020 Q4	$3M	Buy	23,620 +305	+1%	+$34.1K	0.42%	54
2020 Q3	$2.25M	Buy	23,315 +22,021	+1,702%	+$2.16M	0.36%	75
2020 Q2	$122K	Sell	1,294 -553	-30%	-$52.5K	0.02%	141
2020 Q1	$166K	Buy	1,847 +202	+12%	+$24.5K	0.03%	140
2019 Q4	$229K	Buy	1,645 +492	+43%	+$63.1K	0.04%	119
2019 Q3	$136K	Sell	1,153 -599	-34%	-$67.8K	0.02%	118
2019 Q2	$196K	Sell	1,752 -15	-0.8%	-$1.65K	0.04%	121
2019 Q1	$179K	Hold	1,767	–	–	0.03%	121
2018 Q4	$172K	Buy	1,767 +114	+7%	+$12.1K	0.04%	116
2018 Q3	$187K	Buy	1,653 +18	+1%	+$2.04K	0.04%	124
2018 Q2	$182K	Sell	1,635 -166	-9%	-$18.2K	0.04%	117
2018 Q1	$198K	Buy	1,801 +74	+4%	+$8.38K	0.04%	108
2017 Q4	$185K	Buy	1,727 +697	+68%	+$70.6K	0.04%	105
2017 Q3	$98K	Buy	1,030 +501	+95%	+$46.2K	0.02%	112
2017 Q2	$48K	Buy	529 +89	+20%	+$7.68K	0.01%	131
2017 Q1	$39K	Hold	440	–	–	0.01%	139
2016 Q4	$38K	Sell	440 -532	-55%	-$40.6K	0.01%	154
2016 Q3	$65K	Buy	972 +77	+9%	+$5.02K	0.01%	147
2016 Q2	$56K	Sell	895 -116	-11%	-$7.25K	0.01%	159
2016 Q1	$60K	Buy	1,011 +449	+80%	+$26.2K	0.02%	159
2015 Q4	$37K	Sell	562 -88	-14%	-$5.73K	0.01%	165
2015 Q3	$40K	Hold	650	–	–	0.01%	155
2015 Q2	$44K	Buy	650 +170	+35%	+$11.1K	0.01%	160
2015 Q1	$29K	Hold	480	–	–	0.01%	176
2014 Q4	$30K	Hold	480	–	–	0.01%	181
2014 Q3	$29K	Hold	480	–	–	0.01%	187
2014 Q2	$28K	Hold	480	–	–	0.01%	175
2014 Q1	$29K	Hold	480	–	–	0.01%	160
2013 Q4	$28K	Hold	480	–	–	0.01%	146
2013 Q3	$25K	Hold	480	–	–	0.01%	140
2013 Q2	$25K	Buy	+480	New	+$24.4K	0.01%	130

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NewSquare Capital's JPM Position: Q1 2026 in Review

NewSquare Capital increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $182K and bringing the position to 49,768 shares worth $14.6M. The position accounts for 1.27% of the portfolio, ranked #12.

NewSquare Capital first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.7M in Q2 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

NewSquare Capital held 49,768 shares of JPMorgan Chase worth $14.6M as of Q1 2026.
NewSquare Capital bought 599 JPMorgan Chase shares in Q1 2026, an estimated $182K.
JPMorgan Chase made up 1.27% of NewSquare Capital's portfolio in Q1 2026, its #12 holding.
NewSquare Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
NewSquare Capital's JPMorgan Chase position peaked at $25.7M in Q2 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.