Northcape Wealth Management
JPM icon

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
Q3 		$5.78M Sell
17,457
-159
-0.9% -$55.6K 1.53% 15
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northcape Wealth Management's JPM Position: Q3 2026 in Review

Northcape Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.9% in Q3 2026, selling an estimated $55.6K and leaving 17,457 shares worth $5.78M. The position accounts for 1.53% of the portfolio, ranked #15.

Northcape Wealth Management first reported a position in JPM in Q4 2021 and has held it in 20 quarters since. The position peaked at $6M in Q3 2025. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Northcape Wealth Management held 17,457 shares of JPMorgan Chase worth $5.78M as of Q3 2026.
  • Northcape Wealth Management sold 159 JPMorgan Chase shares in Q3 2026, an estimated $55.6K.
  • JPMorgan Chase made up 1.53% of Northcape Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Northcape Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 20 quarters since.
  • Northcape Wealth Management's JPMorgan Chase position peaked at $6M in Q3 2025.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.