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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return