Interchange Capital Partners Q2 2026 Portfolio Activity: Focus on Technology and JPMorgan ETFs
Interchange Capital Partners' portfolio saw significant changes in Q2 2026, with notable increases in holdings like JANUS DETROIT STR TR (JAAA) and J P MORGAN EXCHANGE TRADED FUND (JMST), alongside substantial additions to NVIDIA Corporation.
Interchange Capital Partners, Llc's portfolio underwent considerable changes during the quarter ending June 30, 2026. The filing reveals specific adjustments across various holdings, providing insight into their investment strategy.
The investor demonstrated a strong focus on Technology stocks this period. Notable purchases include significant increases in NVIDIA Corporation (NVDA), adding over 31,987 shares (NVIDIA Corp). They also substantially increased their position in JANUS DETROIT STR TR (JAAA) by nearly 207,405 shares (JANUS DETROIT STR TR), representing a massive 1326.03% increase in the quarter.
In addition to Technology, Interchange Capital Partners significantly bolstered their exposure to J P MORGAN Exchange Traded Funds (ETFs). This includes substantial increases in JMST (J P MORGAN EXCHANGE TRADED FUND) with a 64.34% share growth, and JPST (J P MORGAN ETF) with a 62.84% increase.
Other sectors also saw activity. The investor added shares to the American Century ETF Trust (AVDE) (American Century ETF) and Capital Grp Fixed Incm ETF T (CGMU) (Capital GRP FIXED INCM ETF T), indicating interest in fixed income or related strategies. They also increased their position in NU HLDGS LTD (G6683N103) (NU Holdings Ltd) and added a small amount to ISHARES TR (IDEV) (ISHares Inc ETF). Cryptocurrency exposure was noted through additions to GRAYSLE ETHEREUM STAKING ETF (ETHE) and the GRAYSLE BITCOIN MINI TR ET (BTC) (Grayscale Bitcoin Mini Trust).
The investor also engaged in sales during this quarter. Notable exits include selling substantial amounts of ISHARES INC (EMXC) (-58.04% change), VANGUARD INDEX FDS ETF Shares (VTV) (-8.94%), and ISHARES TR (IDEV). They sold other positions like the Capital GRP FIXED INCM ETF T (CGMU) saw a significant reduction, though it was still listed as an addition in this quarter's changed_holdings.
Interchange Capital Partners appears to be actively managing their portfolio structure. Their Technology holdings include major names like Apple Inc (AAPL), Microsoft Corp (MSFT), and NVIDIA Corporation (NVDA). The significant growth across J P Morgan ETFs suggests a strategic allocation towards these financial products, which are highlighted in the top holdings list.