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 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 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

CIM LLC's JPM Position: Q1 2026 in Review

CIM LLC reduced its JPMorgan Chase (JPM) stake by 0.82% in Q1 2026, selling an estimated $20.9K and leaving 8,342 shares worth $2.45M. The position accounts for 0.35% of the portfolio, ranked #57.

CIM LLC first reported a position in JPM in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.71M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

CIM LLC held 8,342 shares of JPMorgan Chase worth $2.45M as of Q1 2026.
CIM LLC sold 69 JPMorgan Chase shares in Q1 2026, an estimated $20.9K.
JPMorgan Chase made up 0.35% of CIM LLC's portfolio in Q1 2026, its #57 holding.
CIM LLC first reported a position in JPMorgan Chase in Q3 2020 and has held it in 16 quarters since.
CIM LLC's JPMorgan Chase position peaked at $2.71M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CIM LLC's 13F filing for Q1 2026, filed 18 May 2026.