NC
JPM icon

NovaPoint Capital’s JPMorgan Chase JPM Stock Holding History

NovaPoint Capital’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 		$691K Buy
+2,111
New +$656K 0.14% 88
2025
Q4 		– Sell
-2,161
Closed -$682K – 113
2025
Q3 		$682K Buy
+2,161
New +$643K 0.17% 83
2025
Q2 		– Sell
-2,110
Closed -$518K – 108
2025
Q1 		$518K Sell
2,110
-112
-5% -$28.6K 0.16% 87
2024
Q4 		$533K Sell
2,222
-147
-6% -$34.2K 0.16% 86
2024
Q3 		$499K Sell
2,369
-137
-5% -$28.9K 0.15% 88
2024
Q2 		$507K Sell
2,506
-386
-13% -$75.5K 0.17% 88
2024
Q1 		$579K Buy
2,892
+327
+13% +$59K 0.2% 80
2023
Q4 		$436K Buy
2,565
+73
+3% +$11.1K 0.16% 90
2023
Q3 		$361K Buy
2,492
+72
+3% +$10.8K 0.14% 96
2023
Q2 		$352K Buy
2,420
+1
+0% +$138 0.13% 100
2023
Q1 		$315K Buy
2,419
+363
+18% +$49.7K 0.13% 101
2022
Q4 		$276K Sell
2,056
-90
-4% -$11.4K 0.12% 106
2022
Q3 		$224K Hold
2,146
– – 0.1% 114
2022
Q2 		$242K Sell
2,146
-260
-11% -$32.2K 0.11% 111
2022
Q1 		$328K Buy
2,406
+15
+0.6% +$2.21K 0.12% 99
2021
Q4 		$379K Buy
2,391
+100
+4% +$16.4K 0.14% 93
2021
Q3 		$375K Buy
2,291
+230
+11% +$36.1K 0.15% 88
2021
Q2 		$321K Hold
2,061
– – 0.13% 92
2021
Q1 		$314K Hold
2,061
– – 0.15% 89
2020
Q4 		$262K Sell
2,061
-803
-28% -$89.8K 0.14% 95
2020
Q3 		$276K Buy
2,864
+518
+22% +$50.9K 0.18% 81
2020
Q2 		$221K Buy
2,346
+72
+3% +$6.83K 0.16% 82
2020
Q1 		$205K Buy
2,274
+720
+46% +$87.5K 0.19% 87
2019
Q4 		$217K Buy
+1,554
New +$199K 0.17% 101

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

NovaPoint Capital's JPM Position: Q2 2026 in Review

NovaPoint Capital opened a new position in JPMorgan Chase (JPM) in Q2 2026: 2,111 shares worth $691K. The stake represents 0.14% of the portfolio and ranks #88 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in JPM as recently as Q3 2025.

NovaPoint Capital first reported a position in JPM in Q4 2019 and has held it in 24 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NovaPoint Capital held 2,111 shares of JPMorgan Chase worth $691K as of Q2 2026.
  • JPMorgan Chase was a new NovaPoint Capital position in Q2 2026.
  • JPMorgan Chase made up 0.14% of NovaPoint Capital's portfolio in Q2 2026, its #88 holding.
  • NovaPoint Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 24 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.