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Thrive Capital Management (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$617K Sell
1,885
-487
-21% -$151K 0.12% 121
2026
Q1 		$698K Sell
2,372
-177
-7% -$53.7K 0.15% 116
2025
Q4 		$821K Buy
2,549
+38
+2% +$11.8K 0.18% 109
2025
Q3 		$792K Buy
2,511
+751
+43% +$223K 0.2% 110
2025
Q2 		$510K Buy
1,760
+400
+29% +$102K 0.16% 122
2025
Q1 		$333K Buy
+1,360
New +$347K 0.2% 95
2024
Q4 		– Sell
-1,536
Closed -$324K – 137
2024
Q3 		$324K Sell
1,536
-261
-15% -$55K 0.15% 147
2024
Q2 		$364K Buy
1,797
+197
+12% +$38.5K 0.17% 146
2024
Q1 		$321K Sell
1,600
-1,146
-42% -$207K 0.17% 75
2023
Q4 		$467K Buy
2,746
+521
+23% +$79K 0.25% 66
2023
Q3 		$323K Buy
2,225
+341
+18% +$51.1K 0.18% 92
2023
Q2 		$274K Buy
1,884
+157
+9% +$21.6K 0.16% 101
2023
Q1 		$222K Sell
1,727
-2,254
-57% -$309K 0.14% 113
2022
Q4 		$534K Buy
3,981
+772
+24% +$97.8K 0.35% 58
2022
Q3 		$335K Buy
+3,209
New +$368K 0.23% 76
2022
Q2 		– Sell
-1,935
Closed -$264K – 110
2022
Q1 		$264K Sell
1,935
-3,219
-62% -$475K 0.16% 80
2021
Q4 		$816K Sell
5,154
-3,473
-40% -$570K 0.53% 43
2021
Q3 		$1.41M Buy
8,627
+1,240
+17% +$194K 1.04% 28
2021
Q2 		$1.15M Buy
7,387
+2,123
+40% +$333K 0.89% 35
2021
Q1 		$801K Buy
5,264
+951
+22% +$137K 0.75% 35
2020
Q4 		$548K Buy
+4,313
New +$482K 0.58% 44

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s JPM Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its JPMorgan Chase (JPM) stake by 21% in Q2 2026, selling an estimated $151K and leaving 1,885 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #121.

Thrive Capital Management (Pennsylvania) first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.41M in Q3 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 1,885 shares of JPMorgan Chase worth $617K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) sold 487 JPMorgan Chase shares in Q2 2026, an estimated $151K.
  • JPMorgan Chase made up 0.12% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #121 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Thrive Capital Management (Pennsylvania)'s JPMorgan Chase position peaked at $1.41M in Q3 2021.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.