Stance Capital’s JPMorgan Chase JPM Stock Holding History

Stance 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	–	Sell	-7,315	Closed	-$2.36M	–	298
2025 Q4	$2.36M	Buy	7,315 +2,824	+63%	+$874K	0.87%	34
2025 Q3	$1.42M	Sell	4,491 -4,156	-48%	-$1.24M	0.52%	59
2025 Q2	$2.51M	Buy	+8,647	New	+$2.21M	0.94%	18
2025 Q1	–	Sell	-24	Closed	-$5.75K	–	166
2024 Q4	$5.75K	Buy	+24	New	+$5.59K	﹤0.01%	187

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

Stance Capital's JPM Position: Q1 2026 in Review

Stance Capital sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 7,315 shares — an estimated $2.36M sold.

Stance Capital first reported a position in JPM in Q4 2024 and held it in 4 quarters. The position peaked at $2.51M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Stance Capital reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Stance Capital sold 7,315 JPMorgan Chase shares in Q1 2026, an estimated $2.36M.
Stance Capital first reported a position in JPMorgan Chase in Q4 2024 and held it in 4 quarters.
Stance Capital's JPMorgan Chase position peaked at $2.51M in Q2 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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