Spectrum Strategic Capital Management’s JPMorgan Chase JPM Stock Holding History

Spectrum Strategic 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
2026 Q2	$1.97M	Buy	6,016 +294	+5%	+$91.3K	0.98%	24
2026 Q1	$1.68M	Buy	5,722 +140	+3%	+$42.5K	0.91%	25
2025 Q4	$1.8M	Buy	5,582 +793	+17%	+$246K	0.96%	23
2025 Q3	$1.51M	Sell	4,789 -88	-2%	-$26.2K	0.77%	28
2025 Q2	$1.41M	Buy	4,877 +3,945	+423%	+$1.01M	0.71%	30
2025 Q1	$229K	Sell	932 -1	-0.1%	-$255	0.14%	29
2024 Q4	$224K	Buy	+933	New	+$217K	0.14%	28

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

Spectrum Strategic Capital Management's JPM Position: Q2 2026 in Review

Spectrum Strategic Capital Management increased its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, buying an estimated $91.3K and bringing the position to 6,016 shares worth $1.97M. The position accounts for 0.98% of the portfolio, ranked #24.

Spectrum Strategic Capital Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Spectrum Strategic Capital Management held 6,016 shares of JPMorgan Chase worth $1.97M as of Q2 2026.
Spectrum Strategic Capital Management bought 294 JPMorgan Chase shares in Q2 2026, an estimated $91.3K.
JPMorgan Chase made up 0.98% of Spectrum Strategic Capital Management's portfolio in Q2 2026, its #24 holding.
Spectrum Strategic Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.