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Cromwell Holdings’s JPMorgan Chase JPM Stock Holding History

Cromwell Holdings’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 		$3M Buy
9,150
+237
+3% +$73.6K 1.34% 14
2026
Q1 		$2.62M Hold
8,913
– – 1.47% 10
2025
Q4 		$2.87M Hold
8,913
– – 1.57% 10
2025
Q3 		$2.81M Hold
8,913
– – 1.5% 11
2025
Q2 		$2.58M Hold
8,913
– – 1.57% 8
2025
Q1 		$2.19M Hold
8,913
– – 1.41% 10
2024
Q4 		$2.14M Hold
8,913
– – 1.23% 14
2024
Q3 		$1.88M Hold
8,913
– – 1.21% 13
2024
Q2 		$1.8M Buy
+8,913
New +$1.74M 1.08% 15

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cromwell Holdings's JPM Position: Q2 2026 in Review

Cromwell Holdings increased its JPMorgan Chase (JPM) stake by 2.7% in Q2 2026, buying an estimated $73.6K and bringing the position to 9,150 shares worth $3M. The position accounts for 1.34% of the portfolio, ranked #14.

Cromwell Holdings first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cromwell Holdings held 9,150 shares of JPMorgan Chase worth $3M as of Q2 2026.
  • Cromwell Holdings bought 237 JPMorgan Chase shares in Q2 2026, an estimated $73.6K.
  • JPMorgan Chase made up 1.34% of Cromwell Holdings's portfolio in Q2 2026, its #14 holding.
  • Cromwell Holdings first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.