XY Capital’s JPMorgan Chase JPM Stock Holding History

XY 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 Q2	$164K	Buy	+500	New	+$155K	0.16%	52
2026 Q1	–	Sell	-2,900	Closed	-$934K	–	202
2025 Q4	$934K	Sell	2,900 -3,100	-52%	-$960K	0.59%	34
2025 Q3	$1.89M	Buy	+6,000	New	+$1.78M	1%	27
2025 Q2	–	Sell	-8,000	Closed	-$1.96M	–	123
2025 Q1	$1.96M	Buy	8,000 +600	+8%	+$153K	0.56%	37
2024 Q4	$1.77M	Buy	7,400 +3,400	+85%	+$792K	0.85%	29
2024 Q3	$843K	Sell	4,000 -5,800	-59%	-$1.22M	0.29%	55
2024 Q2	$1.98M	Sell	9,800 -10,500	-52%	-$2.05M	1.25%	17
2024 Q1	$4.07M	Buy	+20,300	New	+$3.66M	1.82%	16
2023 Q4	–	Sell	-4,000	Closed	-$580K	–	93
2023 Q3	$580K	Sell	4,000 -3,000	-43%	-$450K	0.33%	75
2023 Q2	$1.02M	Buy	7,000 +3,500	+100%	+$481K	0.73%	44
2023 Q1	$456K	Buy	+3,500	New	+$480K	0.18%	82

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

XY Capital's JPM Position: Q2 2026 in Review

XY Capital opened a new position in JPMorgan Chase (JPM) in Q2 2026: 166 shares worth $54.3K. The stake represents 0.05% of the portfolio and ranks #68 among its holdings. This is a return to the name: XY Capital previously reported a position in JPM as recently as Q1 2025.

XY Capital first reported a position in JPM in Q1 2023 and has held it in 5 quarters since. The position peaked at $938K in Q1 2023. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

XY Capital held 166 shares of JPMorgan Chase worth $54.3K as of Q2 2026.
JPMorgan Chase was a new XY Capital position in Q2 2026.
JPMorgan Chase made up 0.05% of XY Capital's portfolio in Q2 2026, its #68 holding.
XY Capital first reported a position in JPMorgan Chase in Q1 2023 and has held it in 5 quarters since.
XY Capital's JPMorgan Chase position peaked at $938K in Q1 2023.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on XY Capital's 13F filing for Q2 2026, filed 11 Aug 2026.