Cumberland Partners’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 | $11.2M | Buy |
37,958
+8,531
| +29% | +$2.59M | 0.85% | 32 |
|
|
2025
Q4 | $9.48M | Buy |
29,427
+16,913
| +135% | +$5.24M | 0.58% | 34 |
|
|
2025
Q3 | $3.95M | Buy |
+12,514
| New | +$3.72M | 0.26% | 73 |
|
|
2024
Q4 | – | Sell |
-1,700
| Closed | -$358K | – | 185 |
|
|
2024
Q3 | $358K | Sell |
1,700
-205
| -11% | -$43.2K | 0.02% | 163 |
|
|
2024
Q2 | $385K | Sell |
1,905
-318
| -14% | -$62.2K | 0.03% | 156 |
|
|
2024
Q1 | $445K | Buy |
+2,223
| New | +$401K | 0.03% | 168 |
|
|
2022
Q2 | – | Sell |
-172,420
| Closed | -$23.5M | – | 173 |
|
|
2022
Q1 | $23.5M | Sell |
172,420
-55,178
| -24% | -$8.14M | 1.78% | 17 |
|
|
2021
Q4 | $36M | Sell |
227,598
-18,950
| -8% | -$3.11M | 2.53% | 8 |
|
|
2021
Q3 | $40.4M | Sell |
246,548
-4,735
| -2% | -$742K | 3.31% | 5 |
|
|
2021
Q2 | $39.1M | Sell |
251,283
-2,351
| -0.9% | -$369K | 3.07% | 5 |
|
|
2021
Q1 | $38.6M | Sell |
253,634
-12,731
| -5% | -$1.83M | 3.18% | 5 |
|
|
2020
Q4 | $33.8M | Sell |
266,365
-47,998
| -15% | -$5.36M | 3.03% | 5 |
|
|
2020
Q3 | $30.3M | Buy |
314,363
+44,024
| +16% | +$4.32M | 3.16% | 5 |
|
|
2020
Q2 | $25.4M | Buy |
270,339
+7,444
| +3% | +$706K | 2.64% | 9 |
|
|
2020
Q1 | $23.7M | Sell |
262,895
-29,502
| -10% | -$3.58M | 2.85% | 6 |
|
|
2019
Q4 | $40.8M | Sell |
292,397
-6,731
| -2% | -$863K | 3.62% | 4 |
|
|
2019
Q3 | $35.2M | Sell |
299,128
-97,926
| -25% | -$11.1M | 3.38% | 5 |
|
|
2019
Q2 | $44.4M | Sell |
397,054
-15,560
| -4% | -$1.72M | 4.26% | 2 |
|
|
2019
Q1 | $41.8M | Sell |
412,614
-28,980
| -7% | -$2.99M | 4.2% | 3 |
|
|
2018
Q4 | $43.1M | Sell |
441,594
-12,478
| -3% | -$1.33M | 4.87% | 1 |
|
|
2018
Q3 | $51.2M | Sell |
454,072
-7,625
| -2% | -$866K | 4.89% | 1 |
|
|
2018
Q2 | $48.1M | Buy |
461,697
+40,385
| +10% | +$4.43M | 4.84% | 1 |
|
|
2018
Q1 | $46.3M | Sell |
421,312
-3,340
| -0.8% | -$378K | 6.54% | 1 |
|
|
2017
Q4 | $45.4M | Buy |
424,652
+5,102
| +1% | +$517K | 5.98% | 1 |
|
|
2017
Q3 | $40.1M | Buy |
419,550
+7,790
| +2% | +$718K | 5.4% | 1 |
|
|
2017
Q2 | $37.6M | Sell |
411,760
-5,945
| -1% | -$513K | 5.32% | 2 |
|
|
2017
Q1 | $36.7M | Sell |
417,705
-147,255
| -26% | -$13M | 5.36% | 1 |
|
|
2016
Q4 | $48.8M | Sell |
564,960
-187,410
| -25% | -$14.3M | 7.42% | 1 |
|
|
2016
Q3 | $50.1M | Sell |
752,370
-23,380
| -3% | -$1.52M | 7.04% | 1 |
|
|
2016
Q2 | $48.2M | Sell |
775,750
-34,143
| -4% | -$2.13M | 6.82% | 1 |
|
|
2016
Q1 | $48M | Sell |
809,893
-14,575
| -2% | -$851K | 6.65% | 1 |
|
|
2015
Q4 | $54.4M | Sell |
824,468
-21,125
| -2% | -$1.38M | 7.06% | 1 |
|
|
2015
Q3 | $51.6M | Sell |
845,593
-25,094
| -3% | -$1.64M | 6.39% | 1 |
|
|
2015
Q2 | $59M | Sell |
870,687
-16,525
| -2% | -$1.08M | 6.72% | 2 |
|
|
2015
Q1 | $53.7M | Sell |
887,212
-40,440
| -4% | -$2.39M | 5.9% | 3 |
|
|
2014
Q4 | $58.1M | Buy |
927,652
+13,966
| +2% | +$840K | 6.07% | 4 |
|
|
2014
Q3 | $55M | Sell |
913,686
-11,376
| -1% | -$665K | 6.74% | 3 |
|
|
2014
Q2 | $53.3M | Buy |
925,062
+5,459
| +0.6% | +$307K | 6.01% | 4 |
|
|
2014
Q1 | $55.8M | Buy |
919,603
+12,650
| +1% | +$731K | 6.53% | 3 |
|
|
2013
Q4 | $53M | Buy |
906,953
+36,446
| +4% | +$2M | 5.75% | 3 |
|
|
2013
Q3 | $45M | Buy |
870,507
+1,760
| +0.2% | +$94.4K | 5.53% | 4 |
|
|
2013
Q2 | $45.9M | Buy |
+868,747
| New | +$44.2M | 5.85% | 2 |
|
Other funds holding JPM
VCM
VPM
Cumberland Partners's JPM Position: Q1 2026 in Review
Cumberland Partners increased its JPMorgan Chase (JPM) stake by 29% in Q1 2026, buying an estimated $2.59M and bringing the position to 37,958 shares worth $11.2M. The position accounts for 0.85% of the portfolio, ranked #32.
Cumberland Partners first reported a position in JPM in Q2 2013 and has held it in 42 quarters since. The position peaked at $59M in Q2 2015. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Cumberland Partners held 37,958 shares of JPMorgan Chase worth $11.2M as of Q1 2026.
- Cumberland Partners bought 8,531 JPMorgan Chase shares in Q1 2026, an estimated $2.59M.
- JPMorgan Chase made up 0.85% of Cumberland Partners's portfolio in Q1 2026, its #32 holding.
- Cumberland Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 42 quarters since.
- Cumberland Partners's JPMorgan Chase position peaked at $59M in Q2 2015.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.