Passive Capital Management’s JPMorgan Chase JPM Stock Holding History

Passive 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	–	Sell	-680	Closed	-$200K	–	104
2026 Q1	$200K	Buy	+680	New	+$206K	0.06%	104
2023 Q2	–	Sell	-10,377	Closed	-$1.35M	–	54
2023 Q1	$1.35M	Buy	10,377 +105	+1%	+$14.4K	0.59%	24
2022 Q4	$1.38M	Hold	10,272	–	–	0.63%	22
2022 Q3	$1.07M	Hold	10,272	–	–	0.57%	25
2022 Q2	$1.16M	Sell	10,272 -9,845	-49%	-$1.22M	0.59%	22
2022 Q1	$2.74M	Hold	20,117	–	–	1.47%	15
2021 Q4	$3.19M	Buy	+20,117	New	+$3.3M	1.8%	9

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Passive Capital Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 680 shares — an estimated $200K sold.

Passive Capital Management first reported a position in JPM in Q4 2021 and held it in 7 quarters. The position peaked at $3.19M in Q4 2021. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Passive Capital Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Passive Capital Management sold 680 JPMorgan Chase shares in Q2 2026, an estimated $200K.
Passive Capital Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 7 quarters.
Passive Capital Management's JPMorgan Chase position peaked at $3.19M in Q4 2021.
5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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