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Solstein Capital’s JPMorgan Chase JPM Stock Holding History

Solstein 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 		$2.12M Hold
6,473
– – 0.73% 30
2026
Q1 		$1.9M Buy
6,473
+80
+1% +$24.3K 0.78% 30
2025
Q4 		$2.06M Sell
6,393
-120
-2% -$37.2K 0.83% 32
2025
Q3 		$2.05M Hold
6,513
– – 0.47% 27
2025
Q2 		$1.89M Buy
6,513
+269
+4% +$68.6K 0.97% 22
2025
Q1 		$1.53M Hold
6,244
– – 0.89% 27
2024
Q4 		$1.5M Buy
6,244
+1
+0% +$233 0.84% 33
2024
Q3 		$1.32M Hold
6,243
– – 0.7% 36
2024
Q2 		$1.26M Buy
6,243
+1
+0% +$196 0.82% 33
2024
Q1 		$1.25M Hold
6,242
– – 0.87% 30
2023
Q4 		$1.06M Buy
6,242
+10
+0.2% +$1.51K 0.79% 30
2023
Q3 		$904K Hold
6,232
– – 0.78% 36
2023
Q2 		$906K Buy
6,232
+1
+0% +$138 0.76% 36
2023
Q1 		$812K Hold
6,231
– – 0.71% 36
2022
Q4 		$836K Buy
6,231
+1
+0% +$127 0.7% 33
2022
Q3 		$651K Buy
6,230
+1
+0% +$115 0.57% 43
2022
Q2 		$701K Hold
6,229
– – 0.54% 51
2022
Q1 		$849K Sell
6,229
-332
-5% -$49K 0.56% 47
2021
Q4 		$1.04M Hold
6,561
– – 0.63% 47
2021
Q3 		$1.07M Buy
6,561
+2,903
+79% +$455K 0.62% 45
2021
Q2 		$569K Buy
3,658
+1,705
+87% +$268K 0.7% 42
2021
Q1 		$297K Buy
1,953
+304
+18% +$43.7K 0.4% 75
2020
Q4 		$213K Buy
1,649
+258
+19% +$28.8K 0.09% 76
2020
Q3 		$134K Hold
1,391
– – 0.3% 76
2020
Q2 		$131K Sell
1,391
-100
-7% -$9.49K 0.31% 66
2020
Q1 		$134K Sell
1,491
-2,368
-61% -$288K 0.52% 39
2019
Q4 		$538K Buy
+3,859
New +$495K 1.08% 23

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

Solstein Capital's JPM Position: Q2 2026 in Review

Solstein Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,473 shares worth $2.12M. The position accounts for 0.73% of the portfolio, ranked #30.

Solstein Capital first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Solstein Capital held 6,473 shares of JPMorgan Chase worth $2.12M as of Q2 2026.
  • Solstein Capital left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.73% of Solstein Capital's portfolio in Q2 2026, its #30 holding.
  • Solstein Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Solstein Capital's 13F filing for Q2 2026, filed 13 Aug 2026.