North Capital’s JPMorgan Chase JPM Stock Holding History

North 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 Q3	$1.25M	Sell	3,779 -186	-5%	-$65.1K	0.89%	19
2026 Q2	$1.3M	Buy	3,965 +65	+2%	+$20.2K	0.98%	18
2026 Q1	$1.15M	Hold	3,900	–	–	0.97%	18
2025 Q4	$1.26M	Buy	3,900 +17	+0.4%	+$5.26K	1.08%	18
2025 Q3	$1.22M	Buy	3,883 +206	+6%	+$61.3K	0.95%	17
2025 Q2	$1.07M	Buy	3,677 +11	+0.3%	+$2.81K	0.92%	16
2025 Q1	$899K	Buy	+3,666	New	+$935K	0.85%	16

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

North Capital's JPM Position: Q3 2026 in Review

North Capital reduced its JPMorgan Chase (JPM) stake by 4.7% in Q3 2026, selling an estimated $65.1K and leaving 3,779 shares worth $1.25M. The position accounts for 0.89% of the portfolio, ranked #19.

North Capital first reported a position in JPM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.3M in Q2 2026. 2,259 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

North Capital held 3,779 shares of JPMorgan Chase worth $1.25M as of Q3 2026.
North Capital sold 186 JPMorgan Chase shares in Q3 2026, an estimated $65.1K.
JPMorgan Chase made up 0.89% of North Capital's portfolio in Q3 2026, its #19 holding.
North Capital first reported a position in JPMorgan Chase in Q1 2025 and has held it in 7 quarters since.
North Capital's JPMorgan Chase position peaked at $1.3M in Q2 2026.
2,259 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.