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Cutler Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Cutler Investment Counsel’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 		$14.9M Sell
45,620
-301
-0.7% -$93.5K 1.41% 24
2026
Q1 		$13.5M Buy
45,921
+15
+0% +$4.55K 1.39% 23
2025
Q4 		$14.8M Sell
45,906
-1,954
-4% -$605K 1.54% 21
2025
Q3 		$15.1M Sell
47,860
-202
-0.4% -$60.1K 1.58% 21
2025
Q2 		$13.9M Sell
48,062
-734
-2% -$187K 1.55% 21
2025
Q1 		$12M Sell
48,796
-688
-1% -$175K 1.44% 23
2024
Q4 		$11.9M Sell
49,484
-1,169
-2% -$272K 1.48% 23
2024
Q3 		$10.7M Sell
50,653
-1,623
-3% -$342K 1.35% 30
2024
Q2 		$10.6M Sell
52,276
-159
-0.3% -$31.1K 1.44% 28
2024
Q1 		$10.5M Buy
52,435
+12
+0% +$2.17K 1.41% 32
2023
Q4 		$8.92M Sell
52,423
-765
-1% -$116K 1.27% 35
2023
Q3 		$7.71M Sell
53,188
-46
-0.1% -$6.9K 1.22% 35
2023
Q2 		$7.74M Sell
53,234
-251
-0.5% -$34.5K 1.17% 34
2023
Q1 		$6.97M Sell
53,485
-596
-1% -$81.7K 1.08% 36
2022
Q4 		$7.25M Sell
54,081
-2,277
-4% -$289K 1.11% 34
2022
Q3 		$5.89M Sell
56,358
-124
-0.2% -$14.2K 0.98% 38
2022
Q2 		$6.36M Buy
56,482
+302
+0.5% +$37.4K 1% 39
2022
Q1 		$7.66M Buy
56,180
+1,445
+3% +$213K 1.06% 37
2021
Q4 		$8.67M Buy
54,735
+386
+0.7% +$63.4K 1.3% 32
2021
Q3 		$8.9M Sell
54,349
-3,023
-5% -$474K 1.4% 30
2021
Q2 		$8.92M Sell
57,372
-1,686
-3% -$265K 1.4% 30
2021
Q1 		$8.99M Buy
59,058
+410
+0.7% +$59K 1.56% 27
2020
Q4 		$7.45M Buy
58,648
+418
+0.7% +$46.7K 1.37% 31
2020
Q3 		$5.61M Buy
58,230
+167
+0.3% +$16.4K 1.09% 38
2020
Q2 		$5.46M Buy
+58,063
New +$5.51M 1.16% 38
2019
Q4 		– Sell
-2,284
Closed -$269K – 96
2019
Q3 		$269K Buy
2,284
+233
+11% +$26.4K 0.05% 76
2019
Q2 		$229K Buy
+2,051
New +$226K 0.04% 85
2018
Q4 		– Sell
-1,861
Closed -$210K – 93
2018
Q3 		$210K Buy
+1,861
New +$211K 0.04% 90

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cutler Investment Counsel's JPM Position: Q2 2026 in Review

Cutler Investment Counsel reduced its JPMorgan Chase (JPM) stake by 0.66% in Q2 2026, selling an estimated $93.5K and leaving 45,620 shares worth $14.9M. The position accounts for 1.41% of the portfolio, ranked #24.

Cutler Investment Counsel first reported a position in JPM in Q3 2018 and has held it in 28 quarters since. The position peaked at $15.1M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cutler Investment Counsel held 45,620 shares of JPMorgan Chase worth $14.9M as of Q2 2026.
  • Cutler Investment Counsel sold 301 JPMorgan Chase shares in Q2 2026, an estimated $93.5K.
  • JPMorgan Chase made up 1.41% of Cutler Investment Counsel's portfolio in Q2 2026, its #24 holding.
  • Cutler Investment Counsel first reported a position in JPMorgan Chase in Q3 2018 and has held it in 28 quarters since.
  • Cutler Investment Counsel's JPMorgan Chase position peaked at $15.1M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.