Cushing Capital Partners
JPM icon

Cushing Capital Partners’s JPMorgan Chase JPM Stock Holding History

Cushing Capital Partners’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
Q3 		$641K Buy
1,937
+180
+10% +$63K 0.39% 59
2026
Q2 		$575K Buy
1,757
+2
+0.1% +$621 0.4% 59
2026
Q1 		$516K Sell
1,755
-35
-2% -$10.6K 0.4% 65
2025
Q4 		$577K Sell
1,790
-56
-3% -$17.3K 0.43% 57
2025
Q3 		$582K Sell
1,846
-247
-12% -$73.5K 0.46% 60
2025
Q2 		$607K Sell
2,093
-303
-13% -$77.3K 0.51% 59
2025
Q1 		$588K Buy
2,396
+249
+12% +$63.5K 0.53% 57
2024
Q4 		$515K Buy
+2,147
New +$500K 0.5% 56

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Vanguard Portfolio Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cushing Capital Partners's JPM Position: Q3 2026 in Review

Cushing Capital Partners increased its JPMorgan Chase (JPM) stake by 10% in Q3 2026, buying an estimated $63K and bringing the position to 1,937 shares worth $641K. The position accounts for 0.39% of the portfolio, ranked #59.

Cushing Capital Partners first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Cushing Capital Partners held 1,937 shares of JPMorgan Chase worth $641K as of Q3 2026.
  • Cushing Capital Partners bought 180 JPMorgan Chase shares in Q3 2026, an estimated $63K.
  • JPMorgan Chase made up 0.39% of Cushing Capital Partners's portfolio in Q3 2026, its #59 holding.
  • Cushing Capital Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Cushing Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.