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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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
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

Requisite Capital Management's JPM Position: Q1 2026 in Review

Requisite Capital Management reduced its JPMorgan Chase (JPM) stake by 6.3% in Q1 2026, selling an estimated $124K and leaving 6,041 shares worth $1.78M. The position accounts for 0.33% of the portfolio, ranked #24.

Requisite Capital Management first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.08M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Requisite Capital Management held 6,041 shares of JPMorgan Chase worth $1.78M as of Q1 2026.
  • Requisite Capital Management sold 407 JPMorgan Chase shares in Q1 2026, an estimated $124K.
  • JPMorgan Chase made up 0.33% of Requisite Capital Management's portfolio in Q1 2026, its #24 holding.
  • Requisite Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Requisite Capital Management's JPMorgan Chase position peaked at $2.08M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Requisite Capital Management's 13F filing for Q1 2026, filed 14 May 2026.