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Northside Capital Management’s JPMorgan Chase JPM Stock Holding History

Northside Capital 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 		$11.9M Sell
36,212
-4,937
-12% -$1.53M 0.97% 31
2026
Q1 		$12.1M Sell
41,149
-10,768
-21% -$3.27M 1.06% 31
2025
Q4 		$16.7M Sell
51,917
-9,435
-15% -$2.92M 1.45% 19
2025
Q3 		$19.4M Buy
61,352
+200
+0.3% +$59.5K 1.77% 17
2025
Q2 		$17.7M Buy
61,152
+53,970
+751% +$13.8M 1.35% 19
2025
Q1 		$1.76M Buy
7,182
+182
+3% +$46.4K 0.29% 37
2024
Q4 		$1.68M Buy
7,000
+250
+4% +$58.2K 0.45% 35
2024
Q3 		$1.42M Hold
6,750
– – 0.22% 38
2024
Q2 		$1.37M Buy
6,750
+50
+0.7% +$9.78K 0.23% 39
2024
Q1 		$1.34M Hold
6,700
– – 0.24% 38
2023
Q4 		$1.14M Hold
6,700
– – 0.36% 38
2023
Q3 		$972K Hold
6,700
– – 0.22% 39
2023
Q2 		$974K Sell
6,700
-150
-2% -$20.6K 0.34% 39
2023
Q1 		$893K Hold
6,850
– – 0.24% 42
2022
Q4 		$919K Buy
6,850
+127
+2% +$16.1K 0.28% 40
2022
Q3 		$703K Buy
6,723
+95
+1% +$10.9K 0.23% 44
2022
Q2 		$746K Hold
6,628
– – 0.24% 43
2022
Q1 		$904K Hold
6,628
– – 0.24% 43
2021
Q4 		$1.05M Sell
6,628
-393
-6% -$64.5K 0.28% 40
2021
Q3 		$1.15M Hold
7,021
– – 0.32% 40
2021
Q2 		$1.09M Sell
7,021
-1,325
-16% -$208K 0.27% 37
2021
Q1 		$1.27M Sell
8,346
-5,707
-41% -$821K 0.35% 30
2020
Q4 		$1.79M Sell
14,053
-2,305
-14% -$258K 0.53% 22
2020
Q3 		$1.57M Sell
16,358
-1,320
-7% -$130K 0.51% 24
2020
Q2 		$1.66M Buy
17,678
+4,180
+31% +$397K 0.57% 23
2020
Q1 		$1.22M Buy
13,498
+1,102
+9% +$134K 0.59% 25
2019
Q4 		$1.73M Hold
12,396
– – 0.59% 24
2019
Q3 		$1.46M Buy
12,396
+5,894
+91% +$667K 0.52% 27
2019
Q2 		$727K Hold
6,502
– – 0.29% 34
2019
Q1 		$658K Hold
6,502
– – 0.26% 34
2018
Q4 		$635K Hold
6,502
– – 0.28% 34
2018
Q3 		$734K Hold
6,502
– – 0.26% 31
2018
Q2 		$678K Sell
6,502
-105
-2% -$11.5K 0.24% 34
2018
Q1 		$727K Buy
6,607
+215
+3% +$24.3K 0.24% 36
2017
Q4 		$684K Hold
6,392
– – 0.2% 38
2017
Q3 		$610K Hold
6,392
– – 0.26% 32
2017
Q2 		$584K Sell
6,392
-22,460
-78% -$1.94M 0.25% 31
2017
Q1 		$2.53M Buy
28,852
+22,460
+351% +$1.98M 0.69% 13
2016
Q4 		$552K Hold
6,392
– – 0.2% 35
2016
Q3 		$426K Hold
6,392
– – 0.16% 43
2016
Q2 		$397K Buy
6,392
+327
+5% +$20.4K 0.19% 43
2016
Q1 		$359K Buy
+6,065
New +$354K 0.23% 46

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northside Capital Management's JPM Position: Q2 2026 in Review

Northside Capital Management reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $1.53M and leaving 36,212 shares worth $11.9M. The position accounts for 0.97% of the portfolio, ranked #31.

Northside Capital Management first reported a position in JPM in Q1 2016 and has held it in 42 quarters since. The position peaked at $19.4M in Q3 2025. 3,031 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Northside Capital Management held 36,212 shares of JPMorgan Chase worth $11.9M as of Q2 2026.
  • Northside Capital Management sold 4,937 JPMorgan Chase shares in Q2 2026, an estimated $1.53M.
  • JPMorgan Chase made up 0.97% of Northside Capital Management's portfolio in Q2 2026, its #31 holding.
  • Northside Capital Management first reported a position in JPMorgan Chase in Q1 2016 and has held it in 42 quarters since.
  • Northside Capital Management's JPMorgan Chase position peaked at $19.4M in Q3 2025.
  • 3,031 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.