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Stableford Capital II’s JPMorgan Chase JPM Stock Holding History

Stableford Capital II’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 		$2.71M Sell
8,265
-194
-2% -$60.2K 0.94% 20
2026
Q1 		$2.49M Sell
8,459
-993
-11% -$301K 0.92% 22
2025
Q4 		$3.05M Buy
9,452
+1,319
+16% +$408K 1.1% 24
2025
Q3 		$2.57M Sell
8,133
-42
-0.5% -$12.5K 0.93% 28
2025
Q2 		$2.44M Sell
8,175
-950
-10% -$242K 0.92% 24
2025
Q1 		$2.12M Sell
9,125
-1,212
-12% -$309K 0.9% 26
2024
Q4 		$2.48M Sell
10,337
-185
-2% -$43.1K 0.98% 26
2024
Q3 		$2.34M Sell
10,522
-160
-1% -$33.7K 0.93% 28
2024
Q2 		$2.32M Buy
10,682
+95
+0.9% +$18.6K 0.91% 27
2024
Q1 		$2.12M Sell
10,587
-1,277
-11% -$230K 0.85% 24
2023
Q4 		$2.02M Sell
11,864
-1,155
-9% -$175K 0.87% 26
2023
Q3 		$1.83M Sell
13,019
-239
-2% -$35.8K 0.84% 25
2023
Q2 		$2.04M Buy
+13,258
New +$1.82M 0.9% 24
2023
Q1 		– Sell
-19,595
Closed -$2.69M – 114
2022
Q4 		$2.69M Sell
19,595
-3,333
-15% -$422K 1.46% 17
2022
Q3 		$2.8M Sell
22,928
-99
-0.4% -$11.4K 1.36% 21
2022
Q2 		$2.67M Buy
23,027
+2,457
+12% +$304K 1.23% 21
2022
Q1 		$2.7M Buy
20,570
+556
+3% +$82.1K 1.14% 21
2021
Q4 		$2.9M Buy
20,014
+1,196
+6% +$196K 1.22% 21
2021
Q3 		$3.08M Sell
18,818
-414
-2% -$64.9K 1.56% 17
2021
Q2 		$2.99M Buy
19,232
+572
+3% +$89.8K 1.43% 17
2021
Q1 		$2.84M Buy
18,660
+9
+0% +$1.29K 1.44% 19
2020
Q4 		$2.37M Buy
18,651
+1,681
+10% +$188K 1.39% 15
2020
Q3 		$1.63M Buy
16,970
+315
+2% +$30.9K 1.11% 29
2020
Q2 		$1.57M Buy
+16,655
New +$1.58M 1.17% 32
2020
Q1 		– Sell
-17,335
Closed -$2.42M – 81
2019
Q4 		$2.42M Sell
17,335
-89
-0.5% -$11.4K 2.21% 12
2019
Q3 		$2.05M Sell
17,424
-889
-5% -$101K 1.93% 13
2019
Q2 		$2.05M Sell
18,313
-2,649
-13% -$292K 1.99% 13
2019
Q1 		$2.12M Sell
20,962
-1,594
-7% -$164K 1.77% 14
2018
Q4 		$2.2M Sell
22,556
-4,753
-17% -$506K 2.34% 11
2018
Q3 		$3.08M Buy
27,309
+41
+0.2% +$4.65K 2.04% 13
2018
Q2 		$2.84M Buy
27,268
+501
+2% +$55K 1.85% 15
2018
Q1 		$2.94M Sell
26,767
-1,601
-6% -$181K 2.07% 11
2017
Q4 		$3.03M Buy
28,368
+2,279
+9% +$231K 2.04% 13
2017
Q3 		$2.49M Buy
26,089
+1,275
+5% +$118K 1.81% 15
2017
Q2 		$2.27M Sell
24,814
-1,158
-4% -$99.9K 1.82% 13
2017
Q1 		$2.28M Buy
25,972
+206
+0.8% +$18.2K 1.98% 13
2016
Q4 		$2.22M Buy
+25,766
New +$1.96M 2.85% 10

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Stableford Capital II's JPM Position: Q2 2026 in Review

Stableford Capital II reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $60.2K and leaving 8,265 shares worth $2.71M. The position accounts for 0.94% of the portfolio, ranked #20.

Stableford Capital II first reported a position in JPM in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.08M in Q3 2018. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stableford Capital II held 8,265 shares of JPMorgan Chase worth $2.71M as of Q2 2026.
  • Stableford Capital II sold 194 JPMorgan Chase shares in Q2 2026, an estimated $60.2K.
  • JPMorgan Chase made up 0.94% of Stableford Capital II's portfolio in Q2 2026, its #20 holding.
  • Stableford Capital II first reported a position in JPMorgan Chase in Q4 2016 and has held it in 37 quarters since.
  • Stableford Capital II's JPMorgan Chase position peaked at $3.08M in Q3 2018.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.