Second Line Capital’s JPMorgan Chase JPM Stock Holding History

Second Line Capital’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	$6.77M	Sell	21,627 -1,018	-4%	-$309K	1.28%	16
2025 Q4	$7.3M	Buy	22,645 +108	+0.5%	+$33.4K	1.5%	17
2025 Q3	$7.11M	Sell	22,537 -54	-0.2%	-$16.1K	1.47%	16
2025 Q2	$6.55M	Buy	22,591 +283	+1%	+$72.2K	1.52%	16
2025 Q1	$5.47M	Buy	22,308 +666	+3%	+$170K	1.41%	16
2024 Q4	$5.19M	Buy	21,642 +46	+0.2%	+$10.7K	1.4%	16
2024 Q3	$4.55M	Buy	21,596 +191	+0.9%	+$40.2K	1.24%	16
2024 Q2	$4.33M	Buy	21,405 +1,752	+9%	+$343K	1.32%	15
2024 Q1	$3.94M	Buy	19,653 +1,415	+8%	+$255K	1.28%	15
2023 Q4	$3.1M	Buy	+18,238	New	+$2.76M	1.24%	11

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Second Line Capital's JPM Position: Q1 2026 in Review

Second Line Capital reduced its JPMorgan Chase (JPM) stake by 4.5% in Q1 2026, selling an estimated $309K and leaving 21,627 shares worth $6.77M. The position accounts for 1.28% of the portfolio, ranked #16.

Second Line Capital first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.3M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Second Line Capital held 21,627 shares of JPMorgan Chase worth $6.77M as of Q1 2026.
Second Line Capital sold 1,018 JPMorgan Chase shares in Q1 2026, an estimated $309K.
JPMorgan Chase made up 1.28% of Second Line Capital's portfolio in Q1 2026, its #16 holding.
Second Line Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Second Line Capital's JPMorgan Chase position peaked at $7.3M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Second Line Capital's 13F filing for Q1 2026, filed 15 May 2026.