Opinicus Capital’s JPMorgan Chase JPM Stock Holding History

Opinicus 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	$4.92M	Sell	15,029 -127	-0.8%	-$39.4K	2.63%	9
2026 Q1	$4.46M	Sell	15,156 -1,581	-9%	-$480K	3.14%	6
2025 Q4	$5.39M	Sell	16,737 -933	-5%	-$289K	3.76%	4
2025 Q3	$5.57M	Sell	17,670 -487	-3%	-$145K	3.86%	4
2025 Q2	$5.26M	Sell	18,157 -16	-0.1%	-$4.08K	4%	4
2025 Q1	$4.46M	Sell	18,173 -1,152	-6%	-$294K	3.94%	4
2024 Q4	$4.63M	Sell	19,325 -152	-0.8%	-$35.4K	3.89%	4
2024 Q3	$4.11M	Buy	19,477 +68	+0.4%	+$14.3K	3.28%	6
2024 Q2	$3.93M	Buy	19,409 +341	+2%	+$66.7K	3.31%	6
2024 Q1	$3.82M	Buy	19,068 +2,112	+12%	+$381K	3.39%	6
2023 Q4	$2.88M	Buy	+16,956	New	+$2.57M	2.94%	7

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Opinicus Capital's JPM Position: Q2 2026 in Review

Opinicus Capital reduced its JPMorgan Chase (JPM) stake by 0.84% in Q2 2026, selling an estimated $39.4K and leaving 15,029 shares worth $4.92M. The position accounts for 2.63% of the portfolio, ranked #9.

Opinicus Capital first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.57M in Q3 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Opinicus Capital held 15,029 shares of JPMorgan Chase worth $4.92M as of Q2 2026.
Opinicus Capital sold 127 JPMorgan Chase shares in Q2 2026, an estimated $39.4K.
JPMorgan Chase made up 2.63% of Opinicus Capital's portfolio in Q2 2026, its #9 holding.
Opinicus Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Opinicus Capital's JPMorgan Chase position peaked at $5.57M in Q3 2025.
2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.