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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cavalier Investments's JPM Position: Q1 2026 in Review

Cavalier Investments reduced its JPMorgan Chase (JPM) stake by 77% in Q1 2026, selling an estimated $8.62M and leaving 8,249 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #83.

Cavalier Investments first reported a position in JPM in Q1 2018 and has held it in 19 quarters since. The position peaked at $11.8M in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cavalier Investments held 8,249 shares of JPMorgan Chase worth $2.43M as of Q1 2026.
  • Cavalier Investments sold 28,399 JPMorgan Chase shares in Q1 2026, an estimated $8.62M.
  • JPMorgan Chase made up 0.07% of Cavalier Investments's portfolio in Q1 2026, its #83 holding.
  • Cavalier Investments first reported a position in JPMorgan Chase in Q1 2018 and has held it in 19 quarters since.
  • Cavalier Investments's JPMorgan Chase position peaked at $11.8M in Q4 2025.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.