Next Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.11M | Buy |
3,380
+87
| +3% | +$27K | 0.3% | 58 |
|
|
2026
Q1 | $969K | Buy |
3,293
+222
| +7% | +$67.4K | 0.29% | 60 |
|
|
2025
Q4 | $990K | Sell |
3,071
-1,134
| -27% | -$351K | 0.32% | 57 |
|
|
2025
Q3 | $1.33M | Sell |
4,205
-5,439
| -56% | -$1.62M | 0.44% | 45 |
|
|
2025
Q2 | $1.49M | Buy |
9,644
+6,734
| +231% | +$1.72M | 0.55% | 39 |
|
|
2025
Q1 | $714K | Sell |
2,910
-760
| -21% | -$194K | 0.34% | 59 |
|
|
2024
Q4 | $880K | Sell |
3,670
-608
| -14% | -$142K | 0.36% | 57 |
|
|
2024
Q3 | $902K | Sell |
4,278
-10,640
| -71% | -$2.24M | 0.37% | 57 |
|
|
2024
Q2 | $3.02M | Sell |
14,918
-592
| -4% | -$116K | 1.26% | 21 |
|
|
2024
Q1 | $3.11M | Buy |
15,510
+395
| +3% | +$71.3K | 1.25% | 24 |
|
|
2023
Q4 | $2.57M | Buy |
15,115
+298
| +2% | +$45.2K | 1.09% | 24 |
|
|
2023
Q3 | $2.15M | Hold |
14,817
| – | – | 0.96% | 28 |
|
|
2023
Q2 | $2.16M | Buy |
14,817
+571
| +4% | +$78.5K | 1% | 26 |
|
|
2023
Q1 | $1.86M | Sell |
14,246
-130
| -0.9% | -$17.8K | 0.9% | 28 |
|
|
2022
Q4 | $1.93M | Buy |
14,376
+395
| +3% | +$50K | 1.04% | 24 |
|
|
2022
Q3 | $1.46M | Buy |
13,981
+65
| +0.5% | +$7.46K | 1.1% | 26 |
|
|
2022
Q2 | $1.57M | Buy |
13,916
+26
| +0.2% | +$3.22K | 1.14% | 25 |
|
|
2022
Q1 | $1.89M | Buy |
13,890
+2,915
| +27% | +$430K | 1.28% | 19 |
|
|
2021
Q4 | $1.74M | Sell |
10,975
-6,470
| -37% | -$1.06M | 1.17% | 23 |
|
|
2021
Q3 | $2.86M | Hold |
17,445
| – | – | 2.07% | 13 |
|
|
2021
Q2 | $2.71M | Sell |
17,445
-3,879
| -18% | -$609K | 1.73% | 17 |
|
|
2021
Q1 | $3.25M | Sell |
21,324
-209
| -1% | -$30.1K | 2.11% | 15 |
|
|
2020
Q4 | $2.74M | Buy |
21,533
+1,045
| +5% | +$117K | 1.92% | 17 |
|
|
2020
Q3 | $1.97M | Buy |
+20,488
| New | +$2.01M | 1.31% | 24 |
|
|
2020
Q2 | – | Sell |
-1,370
| Closed | -$123K | – | 101 |
|
|
2020
Q1 | $123K | Buy |
+1,370
| New | +$166K | 0.1% | 89 |
|
|
2019
Q4 | – | Sell |
-75
| Closed | -$9K | – | 156 |
|
|
2019
Q3 | $9K | Sell |
75
-958
| -93% | -$108K | 0.01% | 233 |
|
|
2019
Q2 | $115K | Buy |
1,033
+958
| +1,277% | +$106K | 0.08% | 110 |
|
|
2019
Q1 | $8K | Hold |
75
| – | – | 0.01% | 232 |
|
|
2018
Q4 | $7K | Buy |
+75
| New | +$7.99K | 0.01% | 211 |
|
Other funds holding JPM
Next Capital Management's JPM Position: Q2 2026 in Review
Next Capital Management increased its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, buying an estimated $27K and bringing the position to 3,380 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #58.
Next Capital Management first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.25M in Q1 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Next Capital Management held 3,380 shares of JPMorgan Chase worth $1.11M as of Q2 2026.
- Next Capital Management bought 87 JPMorgan Chase shares in Q2 2026, an estimated $27K.
- JPMorgan Chase made up 0.3% of Next Capital Management's portfolio in Q2 2026, its #58 holding.
- Next Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
- Next Capital Management's JPMorgan Chase position peaked at $3.25M in Q1 2021.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.