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Cavalier Investments’s JPMorgan Chase JPM Stock Holding History

Cavalier Investments’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 		– Sell
-8,249
Closed -$2.43M – 92
2026
Q1 		$2.43M Sell
8,249
-28,399
-77% -$8.62M 0.07% 83
2025
Q4 		$11.8M Buy
36,648
+1,102
+3% +$341K 0.61% 26
2025
Q3 		$8.74M Buy
35,546
+1,798
+5% +$535K 0.72% 27
2025
Q2 		$9.78M Sell
33,748
-667
-2% -$170K 2.96% 10
2025
Q1 		$8.44M Buy
34,415
+29,717
+633% +$7.58M 2.87% 11
2024
Q4 		$1.13M Buy
4,698
+192
+4% +$44.7K 0.38% 44
2024
Q3 		$950K Buy
4,506
+276
+7% +$58.1K 0.29% 63
2024
Q2 		$856K Buy
4,230
+124
+3% +$24.2K 0.26% 61
2024
Q1 		$822K Buy
4,106
+224
+6% +$40.4K 0.3% 62
2023
Q4 		$660K Buy
3,882
+79
+2% +$12K 0.24% 73
2023
Q3 		$552K Buy
3,803
+140
+4% +$21K 0.22% 76
2023
Q2 		$533K Buy
3,663
+220
+6% +$30.3K 0.19% 86
2023
Q1 		$449K Buy
3,443
+184
+6% +$25.2K 0.18% 57
2022
Q4 		$437K Sell
3,259
-160
-5% -$20.3K 0.16% 93
2022
Q3 		$357K Sell
3,419
-284
-8% -$32.6K 0.13% 95
2022
Q2 		$417K Buy
3,703
+24
+0.7% +$2.97K 0.15% 95
2022
Q1 		$502K Buy
3,679
+219
+6% +$32.3K 0.13% 99
2021
Q4 		$548K Buy
+3,460
New +$568K 0.14% 94
2018
Q2 		– Sell
-643
Closed -$71K – 178
2018
Q1 		$71K Buy
+643
New +$72.8K 0.03% 163

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 $3.38T AUM 44.17% 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

Cavalier Investments's JPM Position: Q2 2026 in Review

Cavalier Investments sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 8,249 shares — an estimated $2.43M sold.

Cavalier Investments first reported a position in JPM in Q1 2018 and held it in 19 quarters. The position peaked at $11.8M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cavalier Investments reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Cavalier Investments sold 8,249 JPMorgan Chase shares in Q2 2026, an estimated $2.43M.
  • Cavalier Investments first reported a position in JPMorgan Chase in Q1 2018 and held it in 19 quarters.
  • Cavalier Investments's JPMorgan Chase position peaked at $11.8M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.