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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cercano Management's JPM Position: Q1 2026 in Review

Cercano Management reduced its JPMorgan Chase (JPM) stake by 42% in Q1 2026, selling an estimated $6.36M and leaving 28,385 shares worth $8.35M. The position accounts for 0.36% of the portfolio, ranked #51.

Cercano Management first reported a position in JPM in Q3 2024 and has held it in 6 quarters since. The position peaked at $29.7M in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Cercano Management held 28,385 shares of JPMorgan Chase worth $8.35M as of Q1 2026.
Cercano Management sold 20,969 JPMorgan Chase shares in Q1 2026, an estimated $6.36M.
JPMorgan Chase made up 0.36% of Cercano Management's portfolio in Q1 2026, its #51 holding.
Cercano Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 6 quarters since.
Cercano Management's JPMorgan Chase position peaked at $29.7M in Q4 2024.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.