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 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 $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

Spectrum Strategic Capital Management's JPM Position: Q1 2026 in Review

Spectrum Strategic Capital Management increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, buying an estimated $42.5K and bringing the position to 5,722 shares worth $1.68M. The position accounts for 0.91% of the portfolio, ranked #25.

Spectrum Strategic Capital Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Spectrum Strategic Capital Management held 5,722 shares of JPMorgan Chase worth $1.68M as of Q1 2026.
Spectrum Strategic Capital Management bought 140 JPMorgan Chase shares in Q1 2026, an estimated $42.5K.
JPMorgan Chase made up 0.91% of Spectrum Strategic Capital Management's portfolio in Q1 2026, its #25 holding.
Spectrum Strategic Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Spectrum Strategic Capital Management's JPMorgan Chase position peaked at $1.8M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Spectrum Strategic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.