PCM
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Pennsylvania Capital Management’s JPMorgan Chase JPM Stock Holding History

Pennsylvania 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 		$1.16M Buy
3,546
+830
+31% +$258K 0.29% 45
2026
Q1 		$799K Buy
2,716
+701
+35% +$213K 0.23% 50
2025
Q4 		$649K Buy
2,015
+148
+8% +$45.8K 0.18% 62
2025
Q3 		$589K Buy
1,867
+29
+2% +$8.63K 0.17% 63
2025
Q2 		$533K Sell
1,838
-95
-5% -$24.2K 0.17% 70
2025
Q1 		$474K Sell
1,933
-5
-0.3% -$1.27K 0.17% 66
2024
Q4 		$465K Buy
1,938
+383
+25% +$89.2K 0.16% 67
2024
Q3 		$328K Sell
1,555
-676
-30% -$142K 0.12% 77
2024
Q2 		$451K Sell
2,231
-1
-0% -$196 0.17% 58
2024
Q1 		$447K Buy
2,232
+78
+4% +$14.1K 0.18% 60
2023
Q4 		$366K Sell
2,154
-591
-22% -$89.6K 0.15% 68
2023
Q3 		$398K Buy
2,745
+45
+2% +$6.75K 0.17% 60
2023
Q2 		$393K Sell
2,700
-48
-2% -$6.6K 0.17% 63
2023
Q1 		$358K Hold
2,748
– – 0.17% 62
2022
Q4 		$384K Buy
2,748
+100
+4% +$12.7K 0.2% 65
2022
Q3 		$277K Hold
2,648
– – 0.15% 65
2022
Q2 		$298K Hold
2,648
– – 0.16% 61
2022
Q1 		$361K Hold
2,648
– – 0.15% 59
2021
Q4 		$419K Hold
2,648
– – 0.14% 73
2021
Q3 		$455K Sell
2,648
-35
-1% -$5.49K 0.2% 58
2021
Q2 		$418K Sell
2,683
-310
-10% -$48.7K 0.21% 51
2021
Q1 		$455K Sell
2,993
-400
-12% -$57.5K 0.27% 48
2020
Q4 		$477K Hold
3,393
– – 0.31% 42
2020
Q3 		$337K Sell
3,393
-14,337
-81% -$1.41M 0.26% 44
2020
Q2 		$1.67M Buy
17,730
+14,150
+395% +$1.34M 0.89% 21
2020
Q1 		$301K Hold
3,580
– – 0.39% 35
2019
Q4 		$499K Buy
+3,580
New +$459K 0.47% 34

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

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

Pennsylvania Capital Management increased its JPMorgan Chase (JPM) stake by 31% in Q2 2026, buying an estimated $258K and bringing the position to 3,546 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #45.

Pennsylvania Capital Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.67M in Q2 2020. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pennsylvania Capital Management held 3,546 shares of JPMorgan Chase worth $1.16M as of Q2 2026.
  • Pennsylvania Capital Management bought 830 JPMorgan Chase shares in Q2 2026, an estimated $258K.
  • JPMorgan Chase made up 0.29% of Pennsylvania Capital Management's portfolio in Q2 2026, its #45 holding.
  • Pennsylvania Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Pennsylvania Capital Management's JPMorgan Chase position peaked at $1.67M in Q2 2020.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.