Core Capital Management & Research, inc.’s JPMorgan Chase JPM Stock Holding History

Core Capital Management & Research, inc.’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	$1.11M	Buy	+3,102	New	+$963K	0.58%	35

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

Core Capital Management & Research, inc.'s JPM Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in JPMorgan Chase (JPM) in Q2 2026: 3,102 shares worth $1.11M. The stake represents 0.58% of the portfolio and ranks #35 among its holdings.

5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Core Capital Management & Research, inc. held 3,102 shares of JPMorgan Chase worth $1.11M as of Q2 2026.
JPMorgan Chase was a new Core Capital Management & Research, inc. position in Q2 2026.
JPMorgan Chase made up 0.58% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #35 holding.
5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.