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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
2019
Q2 		– Sell
-3,400
Closed -$8K – 159
2019
Q1 		$8K Buy
+3,400
New +$350K ﹤0.01% 174

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.