Cutler Capital Management’s JPMorgan Chase JPM Stock Holding History

Cutler Capital Management’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 Q1	$349K	Hold	1,188	–	–	0.09%	92
2025 Q4	$383K	Hold	1,188	–	–	0.11%	95
2025 Q3	$375K	Hold	1,188	–	–	0.12%	93
2025 Q2	$344K	Sell	1,188 -122	-9%	-$31.1K	0.12%	90
2025 Q1	$321K	Buy	1,310 +122	+10%	+$31.1K	0.11%	93
2024 Q4	$285K	Buy	1,188 +688	+138%	+$160K	0.1%	97
2024 Q3	$105K	Hold	500	–	–	0.04%	109
2024 Q2	$101K	Hold	500	–	–	0.04%	111
2024 Q1	$100K	Buy	+500	New	+$90.2K	0.04%	109
2021 Q4	–	Sell	-1,000	Closed	-$164K	–	107
2021 Q3	$164K	Hold	1,000	–	–	0.06%	95
2021 Q2	$155K	Hold	1,000	–	–	0.06%	95
2021 Q1	$152K	Hold	1,000	–	–	0.06%	92
2020 Q4	$127K	Buy	+1,000	New	+$112K	0.06%	89
2020 Q1	–	Sell	-1,014	Closed	-$141K	–	104
2019 Q4	$141K	Buy	1,014 +14	+1%	+$1.8K	0.05%	108
2019 Q3	$118K	Buy	+1,000	New	+$113K	0.04%	113
2017 Q3	–	Sell	-1,500	Closed	-$137K	–	94
2017 Q2	$137K	Buy	+1,500	New	+$129K	0.07%	74
2016 Q3	–	Sell	-2,500	Closed	-$155	–	84
2016 Q2	$155	Sell	2,500 -6,000	-71%	-$375K	0.04%	84
2016 Q1	$503K	Buy	8,500 +3,000	+55%	+$175K	0.24%	56
2015 Q4	$363K	Hold	5,500	–	–	0.17%	63
2015 Q3	$335K	Buy	+5,500	New	+$360K	0.15%	61
2015 Q2	–	Sell	-2,500	Closed	-$151K	–	93
2015 Q1	$151K	Buy	+2,500	New	+$148K	0.07%	81
2013 Q4	–	Sell	-4,190	Closed	-$216K	–	104
2013 Q3	$216K	Sell	4,190 -9,745	-70%	-$523K	0.09%	97
2013 Q2	$736K	Buy	+13,935	New	+$708K	0.32%	43

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cutler Capital Management's JPM Position: Q1 2026 in Review

Cutler Capital Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,188 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #92.

Cutler Capital Management first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $736K in Q2 2013. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Cutler Capital Management held 1,188 shares of JPMorgan Chase worth $349K as of Q1 2026.
Cutler Capital Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.09% of Cutler Capital Management's portfolio in Q1 2026, its #92 holding.
Cutler Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
Cutler Capital Management's JPMorgan Chase position peaked at $736K in Q2 2013.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cutler Capital Management's 13F filing for Q1 2026, filed 15 May 2026.