Northern Capital Management (Washington)’s JPMorgan Chase JPM Stock Holding History

Northern Capital Management (Washington)’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	$460K	Hold	1,404	–	–	0.2%	27
2026 Q1	$413K	Hold	1,404	–	–	0.21%	27
2025 Q4	$452K	Sell	1,404 -3	-0.2%	-$929	0.24%	26
2025 Q3	$444K	Buy	1,407 +16	+1%	+$4.76K	0.24%	27
2025 Q2	$403K	Buy	1,391 +6	+0.4%	+$1.53K	0.24%	29
2025 Q1	$340K	Hold	1,385	–	–	0.22%	30
2024 Q4	$332K	Sell	1,385 -180	-12%	-$41.9K	0.2%	28
2024 Q3	$330K	Buy	1,565 +180	+13%	+$37.9K	0.21%	28
2024 Q2	$280K	Sell	1,385 -14	-1%	-$2.74K	0.19%	28
2024 Q1	$280K	Buy	1,399 +112	+9%	+$20.2K	0.2%	29
2023 Q4	$219K	Sell	1,287 -980	-43%	-$149K	0.2%	29
2023 Q3	$329K	Hold	2,267	–	–	0.31%	28
2023 Q2	$330K	Hold	2,267	–	–	0.25%	31
2023 Q1	$295K	Sell	2,267 -36	-2%	-$4.93K	0.25%	31
2022 Q4	$309K	Hold	2,303	–	–	0.3%	29
2022 Q3	$241K	Sell	2,303 -10	-0.4%	-$1.15K	0.25%	30
2022 Q2	$260K	Hold	2,313	–	–	0.25%	29
2022 Q1	$315K	Sell	2,313 -73	-3%	-$10.8K	0.26%	29
2021 Q4	$378K	Hold	2,386	–	–	0.3%	28
2021 Q3	$391K	Hold	2,386	–	–	0.33%	26
2021 Q2	$371K	Buy	2,386 +10	+0.4%	+$1.57K	0.32%	26
2021 Q1	$362K	Hold	2,376	–	–	0.33%	27
2020 Q4	$302K	Buy	+2,376	New	+$266K	0.29%	29

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Northern Capital Management (Washington)'s JPM Position: Q2 2026 in Review

Northern Capital Management (Washington) held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,404 shares worth $460K. The position accounts for 0.2% of the portfolio, ranked #27.

Northern Capital Management (Washington) first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Northern Capital Management (Washington) held 1,404 shares of JPMorgan Chase worth $460K as of Q2 2026.
Northern Capital Management (Washington) left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.2% of Northern Capital Management (Washington)'s portfolio in Q2 2026, its #27 holding.
Northern Capital Management (Washington) first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2026, filed 21 Jul 2026.