CCP
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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
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

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

Cushing Capital Partners's JPM Position: Q2 2026 in Review

Cushing Capital Partners increased its JPMorgan Chase (JPM) stake by 0.11% in Q2 2026, buying an estimated $621 and bringing the position to 1,757 shares worth $575K. The position accounts for 0.4% of the portfolio, ranked #59.

Cushing Capital Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q2 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cushing Capital Partners held 1,757 shares of JPMorgan Chase worth $575K as of Q2 2026.
  • Cushing Capital Partners bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.4% of Cushing Capital Partners's portfolio in Q2 2026, its #59 holding.
  • Cushing Capital Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Cushing Capital Partners's JPMorgan Chase position peaked at $607K in Q2 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cushing Capital Partners's 13F filing for Q2 2026, filed 29 Jul 2026.