Cultivar Capital’s JPMorgan Chase JPM Stock Holding History

Cultivar Capital’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	$1.33M	Hold	4,074	–	–	0.86%	10
2026 Q1	$1.2M	Hold	4,074	–	–	0.77%	13
2025 Q4	$1.31M	Buy	4,074 +242	+6%	+$74.9K	0.84%	13
2025 Q3	$1.21M	Hold	3,832	–	–	0.81%	12
2025 Q2	$1.11M	Buy	3,832 +1,632	+74%	+$416K	0.8%	12
2025 Q1	$540K	Hold	2,200	–	–	0.43%	15
2024 Q4	$527K	Hold	2,200	–	–	0.46%	15
2024 Q3	$464K	Hold	2,200	–	–	0.38%	16
2024 Q2	$445K	Hold	2,200	–	–	0.37%	17
2024 Q1	$441K	Hold	2,200	–	–	0.38%	18
2023 Q4	$374K	Buy	+2,200	New	+$333K	0.33%	19

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cultivar Capital's JPM Position: Q2 2026 in Review

Cultivar Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,074 shares worth $1.33M. The position accounts for 0.86% of the portfolio, ranked #10.

Cultivar Capital first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cultivar Capital held 4,074 shares of JPMorgan Chase worth $1.33M as of Q2 2026.
Cultivar Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.86% of Cultivar Capital's portfolio in Q2 2026, its #10 holding.
Cultivar Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.