Pointe Capital Management’s JPMorgan Chase JPM Stock Holding History

Pointe 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 Q1	$2.92M	Buy	9,939 +64	+0.6%	+$19.4K	1.45%	14
2025 Q4	$3.18M	Sell	9,875 -68	-0.7%	-$21.1K	1.58%	12
2025 Q3	$3.14M	Hold	9,943	–	–	1.53%	12
2025 Q2	$2.88M	Hold	9,943	–	–	1.5%	13
2025 Q1	$2.44M	Sell	9,943 -130	-1%	-$33.1K	1.43%	12
2024 Q4	$2.41M	Sell	10,073 -302	-3%	-$70.3K	1.39%	14
2024 Q3	$2.19M	Sell	10,375 -2,274	-18%	-$479K	1.28%	14
2024 Q2	$2.56M	Buy	12,649 +66	+0.5%	+$12.9K	1.59%	12
2024 Q1	$2.52M	Sell	12,583 -50	-0.4%	-$9.02K	1.54%	11
2023 Q4	$2.15M	Sell	12,633 -135	-1%	-$20.5K	1.49%	14
2023 Q3	$1.85M	Sell	12,768 -850	-6%	-$127K	1.37%	15
2023 Q2	$1.98M	Buy	13,618 +267	+2%	+$36.7K	1.5%	12
2023 Q1	$1.74M	Buy	13,351 +666	+5%	+$91.3K	1.25%	16
2022 Q4	$1.7M	Sell	12,685 -490	-4%	-$62.1K	1.31%	16
2022 Q3	$1.38M	Hold	13,175	–	–	1.1%	20
2022 Q2	$1.48M	Sell	13,175 -10	-0.1%	-$1.24K	1.11%	20
2022 Q1	$1.8M	Buy	13,185 +910	+7%	+$134K	1.15%	20
2021 Q4	$1.94M	Hold	12,275	–	–	1.18%	20
2021 Q3	$2.01M	Hold	12,275	–	–	1.39%	15
2021 Q2	$1.91M	Buy	12,275 +1,792	+17%	+$281K	1.34%	17
2021 Q1	$1.6M	Sell	10,483 -179	-2%	-$25.8K	1.13%	18
2020 Q4	$1.35M	Hold	10,662	–	–	1.16%	17
2020 Q3	$1.03M	Buy	10,662 +1,732	+19%	+$170K	0.9%	28
2020 Q2	$840K	Hold	8,930	–	–	0.76%	33
2020 Q1	$804K	Buy	8,930 +647	+8%	+$78.6K	0.78%	31
2019 Q4	$1.16M	Hold	8,283	–	–	0.97%	28
2019 Q3	$975K	Hold	8,283	–	–	0.83%	34
2019 Q2	$926K	Buy	8,283 +3,000	+57%	+$331K	0.76%	36
2019 Q1	$535K	Hold	5,283	–	–	0.45%	65
2018 Q4	$516K	Sell	5,283 -2,000	-27%	-$213K	0.5%	58
2018 Q3	$822K	Hold	7,283	–	–	0.65%	42
2018 Q2	$759K	Hold	7,283	–	–	0.65%	42
2018 Q1	$801K	Hold	7,283	–	–	0.69%	35
2017 Q4	$779K	Buy	7,283 +200	+3%	+$20.3K	0.62%	43
2017 Q3	$676K	Hold	7,083	–	–	0.5%	56
2017 Q2	$647K	Buy	7,083 +2,000	+39%	+$173K	0.46%	66
2017 Q1	$446K	Buy	5,083 +2,243	+79%	+$198K	0.34%	90
2016 Q4	$245K	Sell	2,840 -2,243	-44%	-$171K	0.14%	120
2016 Q3	$338K	Hold	5,083	–	–	0.25%	115
2016 Q2	$316K	Hold	5,083	–	–	0.23%	120
2016 Q1	$301K	Hold	5,083	–	–	0.24%	118
2015 Q4	$336K	Sell	5,083 -200	-4%	-$13K	0.24%	113
2015 Q3	$322K	Hold	5,283	–	–	0.2%	124
2015 Q2	$358K	Hold	5,283	–	–	0.16%	126
2015 Q1	$320K	Buy	+5,283	New	+$313K	0.15%	122

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pointe Capital Management's JPM Position: Q1 2026 in Review

Pointe Capital Management increased its JPMorgan Chase (JPM) stake by 0.65% in Q1 2026, buying an estimated $19.4K and bringing the position to 9,939 shares worth $2.92M. The position accounts for 1.45% of the portfolio, ranked #14.

Pointe Capital Management first reported a position in JPM in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.18M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Pointe Capital Management held 9,939 shares of JPMorgan Chase worth $2.92M as of Q1 2026.
Pointe Capital Management bought 64 JPMorgan Chase shares in Q1 2026, an estimated $19.4K.
JPMorgan Chase made up 1.45% of Pointe Capital Management's portfolio in Q1 2026, its #14 holding.
Pointe Capital Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 45 quarters since.
Pointe Capital Management's JPMorgan Chase position peaked at $3.18M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.