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 Q2	$6.86M	Sell	20,969 -658	-3%	-$204K	1.28%	16
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Second Line Capital's JPM Position: Q2 2026 in Review

Second Line Capital reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $204K and leaving 20,969 shares worth $6.86M. 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 11 quarters since. The position peaked at $7.3M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Second Line Capital held 20,969 shares of JPMorgan Chase worth $6.86M as of Q2 2026.
Second Line Capital sold 658 JPMorgan Chase shares in Q2 2026, an estimated $204K.
JPMorgan Chase made up 1.28% of Second Line Capital's portfolio in Q2 2026, its #16 holding.
Second Line Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Second Line Capital's JPMorgan Chase position peaked at $7.3M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.