Cercano Management’s JPMorgan Chase JPM Stock Holding History

Cercano Management’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	$2.63M	Sell	8,022 -20,363	-72%	-$6.32M	0.35%	43
2026 Q1	$8.35M	Sell	28,385 -20,969	-42%	-$6.36M	0.36%	51
2025 Q4	$15.9M	Hold	49,354	–	–	0.6%	33
2025 Q3	$15.6M	Sell	49,354 -44,719	-48%	-$13.3M	0.6%	32
2025 Q2	$27.3M	Buy	+94,073	New	+$24M	0.78%	32
2025 Q1	–	Sell	-124,024	Closed	-$29.7M	–	166
2024 Q4	$29.7M	Buy	124,024 +121,591	+4,998%	+$28.3M	0.76%	32
2024 Q3	$513K	Buy	+2,433	New	+$512K	0.01%	112

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

Cercano Management's JPM Position: Q2 2026 in Review

Cercano Management reduced its JPMorgan Chase (JPM) stake by 72% in Q2 2026, selling an estimated $6.32M and leaving 8,022 shares worth $2.63M. The position accounts for 0.35% of the portfolio, ranked #43.

Cercano Management first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.7M in Q4 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cercano Management held 8,022 shares of JPMorgan Chase worth $2.63M as of Q2 2026.
Cercano Management sold 20,363 JPMorgan Chase shares in Q2 2026, an estimated $6.32M.
JPMorgan Chase made up 0.35% of Cercano Management's portfolio in Q2 2026, its #43 holding.
Cercano Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
Cercano Management's JPMorgan Chase position peaked at $29.7M in Q4 2024.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.