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QRG Capital Management’s JPMorgan Chase JPM Stock Holding History

QRG 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 		$169M Buy
517,473
+39,973
+8% +$12.4M 1.4% 12
2026
Q1 		$140M Buy
477,500
+29,555
+7% +$8.97M 1.45% 10
2025
Q4 		$144M Buy
447,945
+26,763
+6% +$8.29M 1.61% 10
2025
Q3 		$133M Sell
421,182
-140,027
-25% -$41.6M 1.61% 10
2025
Q2 		$163M Buy
561,209
+38,718
+7% +$9.88M 1.42% 8
2025
Q1 		$128M Buy
522,491
+19,925
+4% +$5.08M 1.33% 11
2024
Q4 		$120M Buy
502,566
+16,384
+3% +$3.82M 1.24% 11
2024
Q3 		$103M Buy
486,182
+23,567
+5% +$4.96M 1.11% 13
2024
Q2 		$93.6M Buy
462,615
+27,160
+6% +$5.31M 1.11% 12
2024
Q1 		$87.2M Buy
435,455
+22,783
+6% +$4.11M 1.11% 12
2023
Q4 		$70.2M Buy
412,672
+20,205
+5% +$3.06M 1.04% 13
2023
Q3 		$56.9M Buy
+392,467
New +$58.8M 0.99% 15

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

QRG Capital Management increased its JPMorgan Chase (JPM) stake by 8.4% in Q2 2026, buying an estimated $12.4M and bringing the position to 517,473 shares worth $169M. The position accounts for 1.4% of the portfolio, ranked #12.

QRG Capital Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 2,786 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • QRG Capital Management held 517,473 shares of JPMorgan Chase worth $169M as of Q2 2026.
  • QRG Capital Management bought 39,973 JPMorgan Chase shares in Q2 2026, an estimated $12.4M.
  • JPMorgan Chase made up 1.4% of QRG Capital Management's portfolio in Q2 2026, its #12 holding.
  • QRG Capital Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 2,786 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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