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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
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 		$213 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 $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

Solstein Capital's JPM Position: Q1 2026 in Review

Solstein Capital increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $24.3K and bringing the position to 6,473 shares worth $1.9M. The position accounts for 0.78% of the portfolio, ranked #30.

Solstein Capital first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.06M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Solstein Capital held 6,473 shares of JPMorgan Chase worth $1.9M as of Q1 2026.
  • Solstein Capital bought 80 JPMorgan Chase shares in Q1 2026, an estimated $24.3K.
  • JPMorgan Chase made up 0.78% of Solstein Capital's portfolio in Q1 2026, its #30 holding.
  • Solstein Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Solstein Capital's JPMorgan Chase position peaked at $2.06M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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