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Regatta Capital Group’s JPMorgan Chase JPM Stock Holding History

Regatta Capital Group’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 		$6.68M Sell
20,396
-3,822
-16% -$1.19M 0.9% 22
2026
Q1 		$7.12M Buy
24,218
+1,485
+7% +$451K 1.08% 18
2025
Q4 		$7.33M Sell
22,733
-199
-0.9% -$61.6K 1.11% 18
2025
Q3 		$7.23M Buy
22,932
+508
+2% +$151K 1.14% 19
2025
Q2 		$6.5M Buy
22,424
+292
+1% +$74.5K 1.12% 19
2025
Q1 		$5.43M Buy
22,132
+111
+0.5% +$28.3K 1.05% 19
2024
Q4 		$5.28M Buy
22,021
+607
+3% +$141K 1.02% 21
2024
Q3 		$4.52M Buy
21,414
+1,096
+5% +$231K 0.88% 21
2024
Q2 		$4.11M Buy
20,318
+700
+4% +$137K 0.89% 21
2024
Q1 		$3.93M Buy
19,618
+354
+2% +$63.9K 0.88% 22
2023
Q4 		$3.28M Buy
19,264
+38
+0.2% +$5.76K 0.86% 23
2023
Q3 		$2.79M Sell
19,226
-736
-4% -$110K 0.88% 21
2023
Q2 		$2.9M Sell
19,962
-286
-1% -$39.3K 0.92% 17
2023
Q1 		$2.72M Hold
20,248
– – 0.97% 15
2022
Q4 		$2.72M Buy
20,248
+6,708
+50% +$850K 0.97% 15
2022
Q3 		$1.52M Buy
13,540
+701
+5% +$80.4K 0.62% 41
2022
Q2 		$1.45M Buy
12,839
+174
+1% +$21.6K 0.69% 36
2022
Q1 		$1.73M Buy
12,665
+311
+3% +$45.9K 0.6% 39
2021
Q4 		$1.96M Buy
+12,354
New +$2.03M 0.68% 36

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Regatta Capital Group's JPM Position: Q2 2026 in Review

Regatta Capital Group reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $1.19M and leaving 20,396 shares worth $6.68M. The position accounts for 0.9% of the portfolio, ranked #22.

Regatta Capital Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.33M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Regatta Capital Group held 20,396 shares of JPMorgan Chase worth $6.68M as of Q2 2026.
  • Regatta Capital Group sold 3,822 JPMorgan Chase shares in Q2 2026, an estimated $1.19M.
  • JPMorgan Chase made up 0.9% of Regatta Capital Group's portfolio in Q2 2026, its #22 holding.
  • Regatta Capital Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's JPMorgan Chase position peaked at $7.33M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.