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 Q2	$392K	Buy	1,198 +10	+0.8%	+$3.1K	0.1%	90
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	-$155K	–	84
2016 Q2	$155K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cutler Capital Management's JPM Position: Q2 2026 in Review

Cutler Capital Management increased its JPMorgan Chase (JPM) stake by 0.84% in Q2 2026, buying an estimated $3.1K and bringing the position to 1,198 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #90.

Cutler Capital Management first reported a position in JPM in Q2 2013 and has held it in 24 quarters since. The position peaked at $736K in Q2 2013. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cutler Capital Management held 1,198 shares of JPMorgan Chase worth $392K as of Q2 2026.
Cutler Capital Management bought 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
JPMorgan Chase made up 0.1% of Cutler Capital Management's portfolio in Q2 2026, its #90 holding.
Cutler Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 24 quarters since.
Cutler Capital Management's JPMorgan Chase position peaked at $736K in Q2 2013.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cutler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.