TCBWMS
JPM icon

Texas Capital Bank Wealth Management Services’s JPMorgan Chase JPM Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$17.6M Sell
59,979
-1,914
-3% -$581K 1.05% 16
2025
Q4 		$19.9M Buy
61,893
+16,351
+36% +$5.06M 1.15% 16
2025
Q3 		$14.4M Buy
45,542
+4,657
+11% +$1.39M 1.18% 14
2025
Q2 		$11.9M Sell
40,885
-1,841
-4% -$470K 1.11% 16
2025
Q1 		$10.5M Sell
42,726
-8,562
-17% -$2.18M 1.06% 17
2024
Q4 		$12.3M Sell
51,288
-741
-1% -$173K 1.26% 12
2024
Q3 		$11M Buy
52,029
+3,208
+7% +$676K 1.08% 17
2024
Q2 		$9.87M Buy
48,821
+3,325
+7% +$650K 1.03% 17
2024
Q1 		$9.11M Sell
45,496
-6,025
-12% -$1.09M 1% 19
2023
Q4 		$8.76M Sell
51,521
-1,432
-3% -$217K 1.04% 21
2023
Q3 		$7.68M Sell
52,953
-13,846
-21% -$2.08M 0.97% 27
2023
Q2 		$9.72M Buy
66,799
+412
+0.6% +$56.7K 1.04% 24
2023
Q1 		$8.65M Sell
66,387
-385
-0.6% -$52.8K 1% 33
2022
Q4 		$8.95M Sell
66,772
-12,324
-16% -$1.56M 1.09% 27
2022
Q3 		$8.27M Buy
79,096
+1,120
+1% +$129K 1.07% 27
2022
Q2 		$8.78M Sell
77,976
-7,378
-9% -$914K 1.02% 33
2022
Q1 		$11.6M Buy
85,354
+12,097
+17% +$1.79M 1.06% 34
2021
Q4 		$11.6M Sell
73,257
-1,913
-3% -$314K 1% 34
2021
Q3 		$12.3M Buy
75,170
+27,708
+58% +$4.34M 1.26% 20
2021
Q2 		$7.38M Buy
47,462
+5,572
+13% +$875K 0.92% 32
2021
Q1 		$6.38M Sell
41,890
-4,520
-10% -$650K 0.91% 31
2020
Q4 		$5.9M Buy
46,410
+359
+0.8% +$40.1K 0.87% 30
2020
Q3 		$4.43M Buy
46,051
+18,410
+67% +$1.81M 0.72% 28
2020
Q2 		$2.6M Buy
27,641
+9,788
+55% +$929K 0.58% 40
2020
Q1 		$1.61M Sell
17,853
-366
-2% -$44.5K 0.46% 48
2019
Q4 		$2.54M Buy
+18,219
New +$2.34M 0.56% 29

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

Texas Capital Bank Wealth Management Services's JPM Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, selling an estimated $581K and leaving 59,979 shares worth $17.6M. The position accounts for 1.05% of the portfolio, ranked #16.

Texas Capital Bank Wealth Management Services first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.9M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 59,979 shares of JPMorgan Chase worth $17.6M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 1,914 JPMorgan Chase shares in Q1 2026, an estimated $581K.
  • JPMorgan Chase made up 1.05% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #16 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's JPMorgan Chase position peaked at $19.9M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.