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Northcape Wealth Management’s JPMorgan Chase JPM Stock Holding History

Northcape Wealth 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 		$5.3M Sell
18,009
-225
-1% -$68.3K 1.44% 16
2025
Q4 		$5.88M Sell
18,234
-788
-4% -$244K 1.66% 11
2025
Q3 		$6M Sell
19,022
-300
-2% -$89.2K 1.75% 11
2025
Q2 		$5.6M Sell
19,322
-460
-2% -$117K 1.71% 13
2025
Q1 		$4.85M Sell
19,782
-436
-2% -$111K 1.57% 15
2024
Q4 		$4.85M Sell
20,218
-356
-2% -$82.9K 1.57% 15
2024
Q3 		$4.34M Sell
20,574
-291
-1% -$61.3K 1.42% 20
2024
Q2 		$4.22M Buy
20,865
+464
+2% +$90.7K 1.52% 17
2024
Q1 		$4.09M Sell
20,401
-1,841
-8% -$332K 1.49% 17
2023
Q4 		$3.78M Sell
22,242
-250
-1% -$37.9K 1.37% 20
2023
Q3 		$3.26M Sell
22,492
-330
-1% -$49.5K 1.25% 25
2023
Q2 		$3.32M Sell
22,822
-211
-0.9% -$29K 1.2% 26
2023
Q1 		$3M Buy
23,033
+4,713
+26% +$646K 1.09% 30
2022
Q4 		$2.46M Sell
18,320
-8,314
-31% -$1.05M 1.37% 23
2022
Q3 		$2.78M Buy
26,634
+4,531
+20% +$520K 0.99% 33
2022
Q2 		$2.49M Sell
22,103
-726
-3% -$89.9K 0.95% 34
2022
Q1 		$3.11M Buy
22,829
+1,211
+6% +$179K 0.91% 35
2021
Q4 		$3.42M Buy
+21,618
New +$3.55M 1.15% 27

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

Northcape Wealth Management's JPM Position: Q1 2026 in Review

Northcape Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $68.3K and leaving 18,009 shares worth $5.3M. The position accounts for 1.44% of the portfolio, ranked #16.

Northcape Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Northcape Wealth Management held 18,009 shares of JPMorgan Chase worth $5.3M as of Q1 2026.
  • Northcape Wealth Management sold 225 JPMorgan Chase shares in Q1 2026, an estimated $68.3K.
  • JPMorgan Chase made up 1.44% of Northcape Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Northcape Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Northcape Wealth Management's JPMorgan Chase position peaked at $6M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.