Cullinan Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19M | Sell |
64,633
-4,983
| -7% | -$1.51M | 1.54% | 14 |
|
|
2025
Q4 | $22.4M | Sell |
69,616
-11,616
| -14% | -$3.6M | 1.52% | 15 |
|
|
2025
Q3 | $25.6M | Buy |
81,232
+2,890
| +4% | +$860K | 1.67% | 14 |
|
|
2025
Q2 | $22.7M | Sell |
78,342
-2,041
| -3% | -$521K | 1.5% | 17 |
|
|
2025
Q1 | $19.7M | Sell |
80,383
-2,759
| -3% | -$703K | 1.39% | 19 |
|
|
2024
Q4 | $19.9M | Sell |
83,142
-8,710
| -9% | -$2.03M | 1.28% | 21 |
|
|
2024
Q3 | $20.5M | Buy |
91,852
+2,909
| +3% | +$613K | 1.16% | 23 |
|
|
2024
Q2 | $18M | Buy |
88,943
+28
| +0% | +$5.47K | 1.02% | 27 |
|
|
2024
Q1 | $17.8M | Sell |
88,915
-72,000
| -45% | -$13M | 1% | 27 |
|
|
2023
Q4 | $27.4M | Sell |
160,915
-18,289
| -10% | -$2.77M | 1.53% | 12 |
|
|
2023
Q3 | $26M | Buy |
179,204
+793
| +0.4% | +$119K | 1.51% | 13 |
|
|
2023
Q2 | $25.9M | Sell |
178,411
-1,465
| -0.8% | -$201K | 1.43% | 12 |
|
|
2023
Q1 | $23.4M | Buy |
179,876
+6,459
| +4% | +$885K | 1.37% | 14 |
|
|
2022
Q4 | $23.3M | Sell |
173,417
-21,358
| -11% | -$2.71M | 1.29% | 13 |
|
|
2022
Q3 | $20.4M | Buy |
194,775
+11,562
| +6% | +$1.33M | 1.29% | 12 |
|
|
2022
Q2 | $20.6M | Buy |
183,213
+13,054
| +8% | +$1.62M | 1.26% | 13 |
|
|
2022
Q1 | $23.2M | Buy |
170,159
+14,438
| +9% | +$2.13M | 1.22% | 13 |
|
|
2021
Q4 | $24.7M | Buy |
155,721
+18,796
| +14% | +$3.09M | 1.26% | 10 |
|
|
2021
Q3 | $22.4M | Sell |
136,925
-11,752
| -8% | -$1.84M | 1.24% | 14 |
|
|
2021
Q2 | $23.1M | Buy |
148,677
+32,404
| +28% | +$5.09M | 1.3% | 10 |
|
|
2021
Q1 | $17.7M | Sell |
116,273
-6,690
| -5% | -$962K | 1.02% | 15 |
|
|
2020
Q4 | $15.6M | Buy |
122,963
+1,092
| +0.9% | +$122K | 0.94% | 17 |
|
|
2020
Q3 | $11.7M | Sell |
121,871
-12,845
| -10% | -$1.26M | 0.76% | 26 |
|
|
2020
Q2 | $12.7M | Sell |
134,716
-715
| -0.5% | -$67.8K | 0.89% | 22 |
|
|
2020
Q1 | $12.2M | Sell |
135,431
-5,149
| -4% | -$626K | 1% | 13 |
|
|
2019
Q4 | $19.6M | Buy |
140,580
+664
| +0.5% | +$85.2K | 1.31% | 14 |
|
|
2019
Q3 | $16.5M | Buy |
139,916
+2,361
| +2% | +$267K | 1.17% | 14 |
|
|
2019
Q2 | $15.4M | Buy |
137,555
+502
| +0.4% | +$55.3K | 1.12% | 15 |
|
|
2019
Q1 | $13.9M | Buy |
137,053
+16,247
| +13% | +$1.67M | 1.04% | 17 |
|
|
2018
Q4 | $11.8M | Sell |
120,806
-15,513
| -11% | -$1.65M | 0.97% | 17 |
|
|
2018
Q3 | $15.4M | Buy |
136,319
+774
| +0.6% | +$87.9K | 1.11% | 14 |
|
|
2018
Q2 | $14.1M | Sell |
135,545
-1,762
| -1% | -$193K | 1.08% | 15 |
|
|
2018
Q1 | $15.1M | Buy |
137,307
+18,005
| +15% | +$2.04M | 1.14% | 14 |
|
|
2017
Q4 | $12.8M | Sell |
119,302
-5,979
| -5% | -$605K | 0.94% | 21 |
|
|
2017
Q3 | $12M | Buy |
125,281
+2,627
| +2% | +$242K | 0.92% | 24 |
|
|
2017
Q2 | $11.2M | Buy |
122,654
+2,931
| +2% | +$253K | 0.87% | 27 |
|
|
2017
Q1 | $10.5M | Sell |
119,723
-38,681
| -24% | -$3.41M | 0.86% | 24 |
|
|
2016
Q4 | $13.7M | Sell |
158,404
-5,260
| -3% | -$401K | 1.16% | 14 |
|
|
2016
Q3 | $10.9M | Buy |
163,664
+1,493
| +0.9% | +$97.3K | 0.93% | 21 |
|
|
2016
Q2 | $10.1M | Buy |
162,171
+7,610
| +5% | +$475K | 0.82% | 27 |
|
|
2016
Q1 | $9.15M | Sell |
154,561
-650
| -0.4% | -$38K | 0.78% | 29 |
|
|
2015
Q4 | $10.2M | Buy |
155,211
+8,423
| +6% | +$548K | 0.89% | 22 |
|
|
2015
Q3 | $8.95M | Buy |
146,788
+2,785
| +2% | +$182K | 0.82% | 23 |
|
|
2015
Q2 | $9.76M | Buy |
144,003
+4,305
| +3% | +$281K | 0.8% | 20 |
|
|
2015
Q1 | $8.46M | Sell |
139,698
-415
| -0.3% | -$24.6K | 0.66% | 33 |
|
|
2014
Q4 | $8.77M | Buy |
140,113
+11,735
| +9% | +$706K | 0.93% | 20 |
|
|
2014
Q3 | $7.73M | Buy |
128,378
+55,537
| +76% | +$3.25M | 0.88% | 20 |
|
|
2014
Q2 | $3.85M | Sell |
72,841
-53,095
| -42% | -$2.99M | 0.63% | 25 |
|
|
2014
Q1 | $7.65M | Buy |
125,936
+10,204
| +9% | +$590K | 0.87% | 21 |
|
|
2013
Q4 | $6.77M | Sell |
115,732
-165
| -0.1% | -$9.04K | 0.78% | 22 |
|
|
2013
Q3 | $5.99M | Buy |
115,897
+18,925
| +20% | +$1.02M | 0.8% | 24 |
|
|
2013
Q2 | $5.12M | Buy |
+96,972
| New | +$4.93M | 0.69% | 26 |
|
Other funds holding JPM
VCM
VPM
Cullinan Associates's JPM Position: Q1 2026 in Review
Cullinan Associates reduced its JPMorgan Chase (JPM) stake by 7.2% in Q1 2026, selling an estimated $1.51M and leaving 64,633 shares worth $19M. The position accounts for 1.54% of the portfolio, ranked #14.
Cullinan Associates first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.4M in Q4 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Cullinan Associates held 64,633 shares of JPMorgan Chase worth $19M as of Q1 2026.
- Cullinan Associates sold 4,983 JPMorgan Chase shares in Q1 2026, an estimated $1.51M.
- JPMorgan Chase made up 1.54% of Cullinan Associates's portfolio in Q1 2026, its #14 holding.
- Cullinan Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Cullinan Associates's JPMorgan Chase position peaked at $27.4M in Q4 2023.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.