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Cloud Capital Management’s JPMorgan Chase JPM Stock Holding History

Cloud Capital 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 		$458K Sell
1,400
-67
-5% -$20.8K 0.17% 74
2026
Q1 		$431K Sell
1,467
-246
-14% -$74.7K 0.19% 70
2025
Q4 		$552K Buy
1,713
+682
+66% +$211K 0.26% 53
2025
Q3 		$325K Buy
1,031
+103
+11% +$30.6K 0.17% 63
2025
Q2 		$273K Buy
928
+408
+78% +$104K 0.17% 69
2025
Q1 		$127K Buy
+520
New +$133K 0.09% 94

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

Cloud Capital Management's JPM Position: Q2 2026 in Review

Cloud Capital Management reduced its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, selling an estimated $20.8K and leaving 1,400 shares worth $458K. The position accounts for 0.17% of the portfolio, ranked #74.

Cloud Capital Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $552K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cloud Capital Management held 1,400 shares of JPMorgan Chase worth $458K as of Q2 2026.
  • Cloud Capital Management sold 67 JPMorgan Chase shares in Q2 2026, an estimated $20.8K.
  • JPMorgan Chase made up 0.17% of Cloud Capital Management's portfolio in Q2 2026, its #74 holding.
  • Cloud Capital Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Cloud Capital Management's JPMorgan Chase position peaked at $552K in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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