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Cullen Investment Group’s JPMorgan Chase JPM Stock Holding History

Cullen Investment Group’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 		$29.2M Sell
89,073
-1,279
-1% -$397K 3.53% 6
2026
Q1 		$26.6M Sell
90,352
-6,786
-7% -$2.06M 3.51% 6
2025
Q4 		$32M Sell
97,138
-4,028
-4% -$1.25M 4.15% 6
2025
Q3 		$31.4M Sell
101,166
-2,304
-2% -$685K 4.15% 5
2025
Q2 		$30M Buy
103,470
+1,776
+2% +$453K 4.24% 5
2025
Q1 		$24.9M Buy
101,694
+195
+0.2% +$49.7K 3.78% 5
2024
Q4 		$24.3M Buy
101,499
+313
+0.3% +$72.9K 3.59% 5
2024
Q3 		$21.3M Buy
101,186
+319
+0.3% +$67.2K 3.18% 6
2024
Q2 		$20.4M Sell
100,867
-1,467
-1% -$287K 3.25% 6
2024
Q1 		$20.4M Buy
102,334
+1,233
+1% +$222K 3.21% 5
2023
Q4 		$17.2M Buy
+101,101
New +$15.3M 3.01% 4

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

Cullen Investment Group's JPM Position: Q2 2026 in Review

Cullen Investment Group reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $397K and leaving 89,073 shares worth $29.2M. The position accounts for 3.53% of the portfolio, ranked #6.

Cullen Investment Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $32M in Q4 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cullen Investment Group held 89,073 shares of JPMorgan Chase worth $29.2M as of Q2 2026.
  • Cullen Investment Group sold 1,279 JPMorgan Chase shares in Q2 2026, an estimated $397K.
  • JPMorgan Chase made up 3.53% of Cullen Investment Group's portfolio in Q2 2026, its #6 holding.
  • Cullen Investment Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Cullen Investment Group's JPMorgan Chase position peaked at $32M in Q4 2025.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.