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Requisite Capital Management’s JPMorgan Chase JPM Stock Holding History

Requisite 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 		$1.55M Sell
4,734
-1,307
-22% -$406K 0.26% 28
2026
Q1 		$1.78M Sell
6,041
-407
-6% -$124K 0.33% 24
2025
Q4 		$2.08M Buy
6,448
+1,093
+20% +$338K 0.39% 23
2025
Q3 		$1.69M Buy
5,355
+922
+21% +$274K 0.28% 25
2025
Q2 		$1.29M Buy
4,433
+223
+5% +$56.9K 0.28% 26
2025
Q1 		$1.03M Sell
4,210
-522
-11% -$133K 0.23% 28
2024
Q4 		$1.13M Sell
4,732
-5
-0.1% -$1.17K 0.23% 30
2024
Q3 		$999K Buy
4,737
+294
+7% +$61.9K 0.21% 21
2024
Q2 		$899K Buy
4,443
+2,363
+114% +$462K 0.2% 31
2024
Q1 		$417K Hold
2,080
– – 0.09% 55
2023
Q4 		$354K Sell
2,080
-2,608
-56% -$395K 0.09% 48
2023
Q3 		$680K Hold
4,688
– – 0.17% 28
2023
Q2 		$682K Hold
4,688
– – 0.17% 25
2023
Q1 		$611K Sell
4,688
-795
-14% -$109K 0.19% 19
2022
Q4 		$735K Buy
5,483
+510
+10% +$64.6K 0.24% 19
2022
Q3 		$520K Buy
4,973
+428
+9% +$49.1K 0.18% 25
2022
Q2 		$512K Buy
4,545
+581
+15% +$72K 0.17% 32
2022
Q1 		$540K Hold
3,964
– – 0.17% 47
2021
Q4 		$628K Hold
3,964
– – 0.19% 45
2021
Q3 		$649K Hold
3,964
– – 0.14% 48
2021
Q2 		$617K Hold
3,964
– – 0.11% 48
2021
Q1 		$603K Buy
3,964
+555
+16% +$79.8K 0.14% 38
2020
Q4 		$433K Sell
3,409
-1,839
-35% -$206K 0.14% 43
2020
Q3 		$505K Sell
5,248
-2,517
-32% -$247K 0.18% 32
2020
Q2 		$730K Sell
7,765
-1,100
-12% -$104K 0.28% 32
2020
Q1 		$798K Sell
8,865
-354
-4% -$43K 0.34% 19
2019
Q4 		$1.28M Buy
9,219
+754
+9% +$96.7K 0.44% 25
2019
Q3 		$996K Sell
8,465
-6
-0.1% -$679 0.38% 30
2019
Q2 		$947K Hold
8,471
– – 0.37% 37
2019
Q1 		$858K Buy
8,471
+6
+0.1% +$618 0.33% 33
2018
Q4 		$826K Buy
+8,465
New +$902K 0.32% 27

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

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

Requisite Capital Management reduced its JPMorgan Chase (JPM) stake by 22% in Q2 2026, selling an estimated $406K and leaving 4,734 shares worth $1.55M. The position accounts for 0.26% of the portfolio, ranked #28.

Requisite Capital Management first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.08M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Requisite Capital Management held 4,734 shares of JPMorgan Chase worth $1.55M as of Q2 2026.
  • Requisite Capital Management sold 1,307 JPMorgan Chase shares in Q2 2026, an estimated $406K.
  • JPMorgan Chase made up 0.26% of Requisite Capital Management's portfolio in Q2 2026, its #28 holding.
  • Requisite Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • Requisite Capital Management's JPMorgan Chase position peaked at $2.08M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Requisite Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.