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Cumberland Advisors’s JPMorgan Chase JPM Stock Holding History

Cumberland Advisors’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 		$327K Hold
1,000
– – 0.12% 42
2026
Q1 		$294K Hold
1,000
– – 0.12% 42
2025
Q4 		$322K Hold
1,000
– – 0.12% 42
2025
Q3 		$315K Hold
1,000
– – 0.12% 42
2025
Q2 		$290K Sell
1,000
-367
-27% -$93.7K 0.12% 41
2025
Q1 		$335K Buy
1,367
+17
+1% +$4.33K 0.15% 39
2024
Q4 		$324K Hold
1,350
– – 0.13% 40
2024
Q3 		$285K Sell
1,350
-160
-11% -$33.7K 0.11% 42
2024
Q2 		$305K Sell
1,510
-15,180
-91% -$2.97M 0.13% 45
2024
Q1 		$3.34M Buy
16,690
+440
+3% +$79.4K 1.24% 17
2023
Q4 		$2.76M Sell
16,250
-170
-1% -$25.8K 1.19% 21
2023
Q3 		$2.38M Sell
16,420
-340
-2% -$51K 1.06% 24
2023
Q2 		$2.44M Sell
16,760
-13,010
-44% -$1.79M 1.11% 18
2023
Q1 		$3.88M Buy
29,770
+70
+0.2% +$9.59K 1.59% 13
2022
Q4 		$3.98M Sell
29,700
-17,915
-38% -$2.27M 1.73% 14
2022
Q3 		$4.98M Sell
47,615
-200
-0.4% -$23K 1.98% 14
2022
Q2 		$5.38M Sell
47,815
-4,625
-9% -$573K 1.79% 15
2022
Q1 		$7.15M Sell
52,440
-40
-0.1% -$5.9K 1.66% 16
2021
Q4 		$8.31M Buy
52,480
+2,655
+5% +$436K 1.74% 16
2021
Q3 		$8.16M Buy
49,825
+370
+0.7% +$58K 1.89% 15
2021
Q2 		$7.69M Buy
49,455
+8,105
+20% +$1.27M 1.8% 15
2021
Q1 		$6.29M Buy
41,350
+1,860
+5% +$268K 1.56% 19
2020
Q4 		$5.02M Buy
+39,490
New +$4.41M 1.84% 15
2020
Q1 		– Sell
-2,650
Closed -$369K – 69
2019
Q4 		$369K Hold
2,650
– – 0.13% 58
2019
Q3 		$312K Hold
2,650
– – 0.09% 63
2019
Q2 		$296K Hold
2,650
– – 0.1% 65
2019
Q1 		$268K Sell
2,650
-49
-2% -$5.05K 0.09% 66
2018
Q4 		$263K Buy
+2,699
New +$288K 0.09% 62

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

Cumberland Advisors's JPM Position: Q2 2026 in Review

Cumberland Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,000 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #42.

Cumberland Advisors first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.31M in Q4 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cumberland Advisors held 1,000 shares of JPMorgan Chase worth $327K as of Q2 2026.
  • Cumberland Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.12% of Cumberland Advisors's portfolio in Q2 2026, its #42 holding.
  • Cumberland Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • Cumberland Advisors's JPMorgan Chase position peaked at $8.31M in Q4 2021.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.