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CIM LLC’s JPMorgan Chase JPM Stock Holding History

CIM LLC’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 		$2.83M Buy
8,651
+309
+4% +$96K 0.37% 58
2026
Q1 		$2.45M Sell
8,342
-69
-0.8% -$20.9K 0.35% 57
2025
Q4 		$2.71M Sell
8,411
-58
-0.7% -$18K 0.36% 52
2025
Q3 		$2.67M Sell
8,469
-131
-2% -$39K 0.35% 51
2025
Q2 		$2.49M Sell
8,600
-66
-0.8% -$16.8K 0.34% 49
2025
Q1 		$2.13M Buy
+8,666
New +$2.21M 0.32% 59
2023
Q2 		– Sell
-3,115
Closed -$406K – 163
2023
Q1 		$406K Sell
3,115
-132
-4% -$18.1K 0.08% 106
2022
Q4 		$456K Sell
3,247
-113
-3% -$14.3K 0.09% 104
2022
Q3 		$431K Buy
3,360
+245
+8% +$28.1K 0.09% 110
2022
Q2 		$356K Hold
3,115
– – 0.07% 111
2022
Q1 		$414K Sell
3,115
-407
-12% -$60.1K 0.08% 102
2021
Q4 		$516K Sell
3,522
-37
-1% -$6.08K 0.1% 96
2021
Q3 		$598K Hold
3,559
– – 0.09% 100
2021
Q2 		$561K Sell
3,559
-117
-3% -$18.4K 0.09% 99
2021
Q1 		$593K Sell
3,676
-134
-4% -$19.3K 0.11% 102
2020
Q4 		$526K Buy
3,810
+428
+13% +$47.8K 0.1% 105
2020
Q3 		$353K Buy
+3,382
New +$332K 0.07% 108

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 $3.37T AUM 44.26% 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

CIM LLC's JPM Position: Q2 2026 in Review

CIM LLC increased its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, buying an estimated $96K and bringing the position to 8,651 shares worth $2.83M. The position accounts for 0.37% of the portfolio, ranked #58.

CIM LLC first reported a position in JPM in Q3 2020 and has held it in 17 quarters since. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CIM LLC held 8,651 shares of JPMorgan Chase worth $2.83M as of Q2 2026.
  • CIM LLC bought 309 JPMorgan Chase shares in Q2 2026, an estimated $96K.
  • JPMorgan Chase made up 0.37% of CIM LLC's portfolio in Q2 2026, its #58 holding.
  • CIM LLC first reported a position in JPMorgan Chase in Q3 2020 and has held it in 17 quarters since.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CIM LLC's 13F filing for Q2 2026, filed 13 Aug 2026.