Quadcap Wealth Management’s JPMorgan Chase JPM Stock Holding History

Quadcap Wealth 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	$5.89M	Buy	17,993 +823	+5%	+$256K	0.57%	45
2026 Q1	$5.05M	Sell	17,170 -245	-1%	-$74.4K	0.57%	43
2025 Q4	$5.61M	Sell	17,415 -233	-1%	-$72.1K	0.64%	40
2025 Q3	$5.57M	Sell	17,648 -378	-2%	-$112K	0.66%	39
2025 Q2	$5.23M	Sell	18,026 -14	-0.1%	-$3.57K	0.66%	35
2025 Q1	$4.43M	Sell	18,040 -863	-5%	-$220K	0.64%	35
2024 Q4	$4.53M	Sell	18,903 -931	-5%	-$217K	0.67%	30
2024 Q3	$4.18M	Buy	19,834 +116	+0.6%	+$24.4K	0.65%	29
2024 Q2	$3.99M	Sell	19,718 -333	-2%	-$65.1K	0.72%	27
2024 Q1	$4.02M	Sell	20,051 -2,502	-11%	-$451K	0.91%	20
2023 Q4	$3.84M	Buy	+22,553	New	+$3.42M	0.99%	17

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

Quadcap Wealth Management's JPM Position: Q2 2026 in Review

Quadcap Wealth Management increased its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, buying an estimated $256K and bringing the position to 17,993 shares worth $5.89M. The position accounts for 0.57% of the portfolio, ranked #45.

Quadcap Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Quadcap Wealth Management held 17,993 shares of JPMorgan Chase worth $5.89M as of Q2 2026.
Quadcap Wealth Management bought 823 JPMorgan Chase shares in Q2 2026, an estimated $256K.
JPMorgan Chase made up 0.57% of Quadcap Wealth Management's portfolio in Q2 2026, its #45 holding.
Quadcap Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.