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Cutter & Co Brokerage’s JPMorgan Chase JPM Stock Holding History

Cutter & Co Brokerage’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
2025
Q2 		– Sell
-4,356
Closed -$1.07M – 88
2025
Q1 		$1.07M Buy
4,356
+38
+0.9% +$9.69K 0.25% 62
2024
Q4 		$1.04M Sell
4,318
-322
-7% -$75K 0.25% 63
2024
Q3 		$978K Buy
4,640
+17
+0.4% +$3.58K 0.22% 68
2024
Q2 		$935K Sell
4,623
-266
-5% -$52K 0.23% 64
2024
Q1 		$979K Sell
4,889
-378
-7% -$68.2K 0.24% 65
2023
Q4 		$896K Sell
5,267
-187
-3% -$28.3K 0.25% 68
2023
Q3 		$791K Buy
5,454
+1,919
+54% +$288K 0.23% 68
2023
Q2 		$514K Buy
3,535
+96
+3% +$13.2K 0.15% 94
2023
Q1 		$448K Buy
3,439
+248
+8% +$34K 0.14% 105
2022
Q4 		$428K Sell
3,191
-165
-5% -$20.9K 0.14% 108
2022
Q3 		$351K Sell
3,356
-510
-13% -$58.5K 0.13% 134
2022
Q2 		$435K Buy
+3,866
New +$479K 0.15% 119
2022
Q1 		– Sell
-8,848
Closed -$1.4M – 248
2021
Q4 		$1.4M Buy
8,848
+88
+1% +$14.5K 0.38% 64
2021
Q3 		$1.43M Buy
8,760
+661
+8% +$104K 0.34% 76
2021
Q2 		$1.26M Buy
8,099
+260
+3% +$40.8K 0.29% 87
2021
Q1 		$1.19M Sell
7,839
-487
-6% -$70.1K 0.29% 82
2020
Q4 		$1.06M Sell
8,326
-552
-6% -$61.7K 0.28% 82
2020
Q3 		$855K Sell
8,878
-775
-8% -$76.1K 0.25% 89
2020
Q2 		$908K Buy
9,653
+1,433
+17% +$136K 0.3% 83
2020
Q1 		$740K Sell
8,220
-70
-0.8% -$8.51K 0.28% 84
2019
Q4 		$1.16M Sell
8,290
-2,889
-26% -$371K 0.41% 66
2019
Q3 		$1.32M Sell
11,179
-82
-0.7% -$9.28K 0.42% 60
2019
Q2 		$1.26M Buy
11,261
+510
+5% +$56.2K 0.4% 66
2019
Q1 		$1.09M Buy
10,751
+853
+9% +$87.9K 0.31% 74
2018
Q4 		$966K Buy
+9,898
New +$1.05M 0.37% 77
2018
Q2 		– Sell
-7,530
Closed -$828K – 257
2018
Q1 		$828K Buy
7,530
+130
+2% +$14.7K 0.33% 81
2017
Q4 		$791K Buy
7,400
+350
+5% +$35.4K 0.33% 77
2017
Q3 		$673K Hold
7,050
– – 0.27% 88
2017
Q2 		$644K Buy
7,050
+50
+0.7% +$4.31K 0.25% 96
2017
Q1 		$615K Sell
7,000
-119
-2% -$10.5K 0.25% 90
2016
Q4 		$614K Sell
7,119
-95
-1% -$7.24K 0.25% 88
2016
Q3 		$480K Sell
7,214
-100
-1% -$6.52K 0.21% 101
2016
Q2 		$454K Sell
7,314
-248
-3% -$15.5K 0.19% 104
2016
Q1 		$448K Buy
7,562
+1,130
+18% +$66K 0.21% 105
2015
Q4 		$425K Buy
6,432
+50
+0.8% +$3.26K 0.2% 113
2015
Q3 		$389K Sell
6,382
-1,331
-17% -$87.2K 0.19% 112
2015
Q2 		$523K Buy
+7,713
New +$504K 0.21% 129
2015
Q1 		– Sell
-6,566
Closed -$411K – 248
2014
Q4 		$411K Buy
6,566
+1,892
+40% +$114K 0.16% 139
2014
Q3 		$282K Buy
4,674
+389
+9% +$22.7K 0.11% 169
2014
Q2 		$247K Hold
4,285
– – 0.09% 188
2014
Q1 		$260K Buy
4,285
+801
+23% +$46.3K 0.1% 171
2013
Q4 		$204K Sell
3,484
-1,087
-24% -$59.6K 0.09% 171
2013
Q3 		$236K Sell
4,571
-86
-2% -$4.61K 0.11% 175
2013
Q2 		$246K Buy
+4,657
New +$237K 0.12% 165

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cutter & Co Brokerage's JPM Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 4,356 shares — an estimated $1.07M sold.

Cutter & Co Brokerage first reported a position in JPM in Q2 2013 and held it in 44 quarters. The position peaked at $1.43M in Q3 2021. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 4,356 JPMorgan Chase shares in Q2 2025, an estimated $1.07M.
  • Cutter & Co Brokerage first reported a position in JPMorgan Chase in Q2 2013 and held it in 44 quarters.
  • Cutter & Co Brokerage's JPMorgan Chase position peaked at $1.43M in Q3 2021.
  • 4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.