Cambria Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.39M | Sell |
14,910
-6,585
| -31% | -$2M | 0.25% | 138 |
|
|
2025
Q4 | $6.93M | Buy |
21,495
+6,026
| +39% | +$1.87M | 0.4% | 130 |
|
|
2025
Q3 | $4.88M | Buy |
15,469
+3,068
| +25% | +$912K | 0.3% | 137 |
|
|
2025
Q2 | $3.6M | Buy |
+12,401
| New | +$3.16M | 0.24% | 137 |
|
|
2022
Q3 | – | Sell |
-28,800
| Closed | -$3.24M | – | 264 |
|
|
2022
Q2 | $3.24M | Buy |
28,800
+2,880
| +11% | +$357K | 0.42% | 116 |
|
|
2022
Q1 | $3.53M | Buy |
25,920
+8,640
| +50% | +$1.28M | 0.45% | 116 |
|
|
2021
Q4 | $2.74M | Buy |
17,280
+1,760
| +11% | +$289K | 0.46% | 106 |
|
|
2021
Q3 | $2.54M | Sell |
15,520
-640
| -4% | -$100K | 0.47% | 101 |
|
|
2021
Q2 | $2.51M | Buy |
16,160
+2,240
| +16% | +$352K | 0.43% | 117 |
|
|
2021
Q1 | $2.12M | Buy |
13,920
+8,292
| +147% | +$1.19M | 0.42% | 126 |
|
|
2020
Q4 | $715K | Sell |
5,628
-304
| -5% | -$34K | 0.24% | 112 |
|
|
2020
Q3 | $571K | Buy |
5,932
+152
| +3% | +$14.9K | 0.21% | 109 |
|
|
2020
Q2 | $544K | Sell |
5,780
-1,216
| -17% | -$115K | 0.2% | 105 |
|
|
2020
Q1 | $630K | Sell |
6,996
-1,672
| -19% | -$203K | 0.24% | 77 |
|
|
2019
Q4 | $1.21M | Sell |
8,668
-41,149
| -83% | -$5.28M | 0.32% | 69 |
|
|
2019
Q3 | $5.86M | Sell |
49,817
-383
| -0.8% | -$43.3K | 0.88% | 31 |
|
|
2019
Q2 | $5.61M | Buy |
50,200
+924
| +2% | +$102K | 0.86% | 33 |
|
|
2019
Q1 | $4.99M | Buy |
49,276
+610
| +1% | +$62.8K | 0.77% | 38 |
|
|
2018
Q4 | $4.75M | Sell |
48,666
-729
| -1% | -$77.7K | 0.81% | 32 |
|
|
2018
Q3 | $5.57M | Sell |
49,395
-2,652
| -5% | -$301K | 0.82% | 29 |
|
|
2018
Q2 | $5.58M | Sell |
52,047
-3,392
| -6% | -$372K | 0.83% | 29 |
|
|
2018
Q1 | $6.1M | Sell |
55,439
-16,857
| -23% | -$1.91M | 0.89% | 24 |
|
|
2017
Q4 | $7.73M | Sell |
72,296
-3,479
| -5% | -$352K | 1.08% | 14 |
|
|
2017
Q3 | $7.24M | Buy |
75,775
+41,918
| +124% | +$3.87M | 1.11% | 10 |
|
|
2017
Q2 | $3.1M | Buy |
33,857
+21,072
| +165% | +$1.82M | 0.67% | 46 |
|
|
2017
Q1 | $1.12M | Buy |
12,785
+157
| +1% | +$13.9K | 0.38% | 114 |
|
|
2016
Q4 | $1.09M | Buy |
+12,628
| New | +$963K | 0.45% | 108 |
|
|
2015
Q4 | – | Sell |
-179
| Closed | -$11K | – | 224 |
|
|
2015
Q3 | $11K | Hold |
179
| – | – | ﹤0.01% | 261 |
|
|
2015
Q2 | $12K | Buy |
179
+147
| +459% | +$9.6K | ﹤0.01% | 232 |
|
|
2015
Q1 | $2 | Buy |
+32
| New | +$1.9K | ﹤0.01% | 233 |
|
Other funds holding JPM
VCM
VPM
Cambria Investment Management's JPM Position: Q1 2026 in Review
Cambria Investment Management reduced its JPMorgan Chase (JPM) stake by 31% in Q1 2026, selling an estimated $2M and leaving 14,910 shares worth $4.39M. The position accounts for 0.25% of the portfolio, ranked #138.
Cambria Investment Management first reported a position in JPM in Q1 2015 and has held it in 30 quarters since. The position peaked at $7.73M in Q4 2017. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Cambria Investment Management held 14,910 shares of JPMorgan Chase worth $4.39M as of Q1 2026.
- Cambria Investment Management sold 6,585 JPMorgan Chase shares in Q1 2026, an estimated $2M.
- JPMorgan Chase made up 0.25% of Cambria Investment Management's portfolio in Q1 2026, its #138 holding.
- Cambria Investment Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 30 quarters since.
- Cambria Investment Management's JPMorgan Chase position peaked at $7.73M in Q4 2017.
- 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.