Prelude Capital Management’s JPMorgan Chase JPM Stock Holding History

Prelude 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
2023 Q4	–	Sell	-1,900	Closed	-$276K	–	1232
2023 Q3	$276K	Sell	1,900 -3,600	-65%	-$540K	0.02%	716
2023 Q2	$800K	Buy	5,500 +500	+10%	+$68.8K	0.05%	342
2023 Q1	$652K	Buy	5,000 +3,000	+150%	+$411K	0.04%	387
2022 Q4	$268K	Buy	+2,000	New	+$253K	0.01%	835
2022 Q3	–	Sell	-4,000	Closed	-$450K	–	1754
2022 Q2	$450K	Buy	+4,000	New	+$496K	0.01%	862
2022 Q1	–	Sell	-7,400	Closed	-$1.17M	–	2031
2021 Q4	$1.17M	Hold	7,400	–	–	0.03%	528
2021 Q3	$1.21M	Buy	7,400 +3,600	+95%	+$564K	0.03%	480
2021 Q2	$500K	Buy	3,800 +800	+27%	+$126K	0.01%	946
2021 Q1	$457K	Sell	3,000 -200	-6%	-$28.8K	0.01%	946
2020 Q4	$407K	Sell	3,200 -5,800	-64%	-$648K	0.01%	795
2020 Q3	$866K	Buy	9,000 +6,000	+200%	+$589K	0.04%	297
2020 Q2	$282K	Sell	3,000 -17,800	-86%	-$1.69M	0.02%	633
2020 Q1	$1.87M	Sell	20,800 -39,200	-65%	-$4.76M	0.13%	113
2019 Q4	$8.36M	Buy	60,000 +56,200	+1,479%	+$7.21M	0.32%	33
2019 Q3	$447K	Sell	3,800 -13,300	-78%	-$1.5M	0.02%	549
2019 Q2	$1.91M	Buy	+17,100	New	+$1.89M	0.09%	208
2018 Q3	–	Sell	-29,900	Closed	-$3.12M	–	1881
2018 Q2	$3.12M	Buy	29,900 +13,100	+78%	+$1.44M	0.2%	78
2018 Q1	$1.85M	Buy	+16,800	New	+$1.9M	0.13%	136

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

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

Prelude Capital Management reduced its JPMorgan Chase (JPM) stake by 60% in Q2 2026, selling an estimated $500K and leaving 1,083 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #677.

Prelude Capital Management first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.82M in Q4 2019. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Prelude Capital Management held 1,083 shares of JPMorgan Chase worth $354K as of Q2 2026.
Prelude Capital Management sold 1,610 JPMorgan Chase shares in Q2 2026, an estimated $500K.
JPMorgan Chase made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #677 holding.
Prelude Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
Prelude Capital Management's JPMorgan Chase position peaked at $6.82M in Q4 2019.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.