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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
Q2 		$5.77M Sell
17,616
-393
-2% -$122K 1.51% 15
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northcape Wealth Management's JPM Position: Q2 2026 in Review

Northcape Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $122K and leaving 17,616 shares worth $5.77M. The position accounts for 1.51% of the portfolio, ranked #15.

Northcape Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Northcape Wealth Management held 17,616 shares of JPMorgan Chase worth $5.77M as of Q2 2026.
  • Northcape Wealth Management sold 393 JPMorgan Chase shares in Q2 2026, an estimated $122K.
  • JPMorgan Chase made up 1.51% of Northcape Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Northcape Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's JPMorgan Chase position peaked at $6M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.