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Objective Capital Management’s JPMorgan Chase JPM Stock Holding History

Objective 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 		$941K Hold
2,874
– – 0.84% 32
2026
Q1 		$846K Buy
2,874
+172
+6% +$52.2K 0.85% 36
2025
Q4 		$871K Sell
2,702
-119
-4% -$36.8K 0.89% 31
2025
Q3 		$890K Sell
2,821
-25
-0.9% -$7.43K 0.92% 27
2025
Q2 		$825K Sell
2,846
-51
-2% -$13K 0.93% 29
2025
Q1 		$711K Sell
2,897
-3,693
-56% -$942K 0.91% 32
2024
Q4 		$1.58M Sell
6,590
-1,108
-14% -$258K 1.06% 26
2024
Q3 		$1.62M Buy
+7,698
New +$1.62M 0.95% 29
2024
Q1 		$1.49M Buy
7,441
+678
+10% +$122K 1.01% 30
2023
Q4 		$1.15M Sell
6,763
-243
-3% -$36.8K 0.88% 33
2023
Q3 		$1.02M Sell
7,006
-115
-2% -$17.2K 0.9% 34
2023
Q2 		$1.04M Sell
7,121
-382
-5% -$52.5K 0.91% 31
2023
Q1 		$978K Buy
7,503
+259
+4% +$35.5K 0.89% 33
2022
Q4 		$971K Buy
7,244
+80
+1% +$10.1K 0.97% 32
2022
Q3 		$749K Buy
7,164
+25
+0.4% +$2.87K 0.8% 35
2022
Q2 		$804K Buy
7,139
+31
+0.4% +$3.84K 0.81% 35
2022
Q1 		$969K Sell
7,108
-153
-2% -$22.6K 0.74% 34
2021
Q4 		$1.15M Buy
+7,261
New +$1.19M 0.81% 30

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Objective Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,874 shares worth $941K. The position accounts for 0.84% of the portfolio, ranked #32.

Objective Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2024. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Objective Capital Management held 2,874 shares of JPMorgan Chase worth $941K as of Q2 2026.
  • Objective Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.84% of Objective Capital Management's portfolio in Q2 2026, its #32 holding.
  • Objective Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Objective Capital Management's JPMorgan Chase position peaked at $1.62M in Q3 2024.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.