CG
JPM icon

Curat Global’s JPMorgan Chase JPM Stock Holding History

Curat Global’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 		$52.9K Hold
180
– – 0.04% 176
2026
Q1 		$52.9K Hold
180
– – 0.05% 173
2025
Q4 		$58K Hold
180
– – 0.06% 160
2025
Q3 		$56.8K Hold
180
– – 0.05% 169
2025
Q2 		$52.2K Buy
180
+45
+33% +$11.5K 0.05% 174
2025
Q1 		$33.1K Buy
+135
New +$34.4K 0.04% 202

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

Curat Global's JPM Position: Q2 2026 in Review

Curat Global held its JPMorgan Chase (JPM) position steady in Q2 2026 at 180 shares worth $52.9K. The position accounts for 0.04% of the portfolio, ranked #176.

Curat Global first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $58K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Curat Global held 180 shares of JPMorgan Chase worth $52.9K as of Q2 2026.
  • Curat Global left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.04% of Curat Global's portfolio in Q2 2026, its #176 holding.
  • Curat Global first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Curat Global's JPMorgan Chase position peaked at $58K in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.