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	-100,000	Closed	-$29.4M	–	93
2026 Q1	$29.4M	Hold	100,000	–	–	0.8%	15
2025 Q4	$32.2M	Buy	+100,000	New	+$31M	1.66%	8

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

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. 5,125 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.
5,125 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.