CX Institutional’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.64M | Sell |
29,458
-9,255
| -24% | -$2.87M | 0.28% | 81 |
|
|
2026
Q1 | $11.4M | Sell |
38,713
-893
| -2% | -$271K | 0.35% | 59 |
|
|
2025
Q4 | $12.8M | Sell |
39,606
-3,218
| -8% | -$996K | 0.38% | 54 |
|
|
2025
Q3 | $13.5M | Buy |
42,824
+16,994
| +66% | +$5.05M | 0.41% | 50 |
|
|
2025
Q2 | $7.49M | Buy |
25,830
+1,220
| +5% | +$311K | 0.26% | 81 |
|
|
2025
Q1 | $6.04M | Buy |
24,610
+1,073
| +5% | +$274K | 0.23% | 101 |
|
|
2024
Q4 | $5.64M | Buy |
23,537
+2,925
| +14% | +$681K | 0.22% | 103 |
|
|
2024
Q3 | $4.35M | Sell |
20,612
-1,397
| -6% | -$294K | 0.19% | 142 |
|
|
2024
Q2 | $4.45M | Sell |
22,009
-1,480
| -6% | -$289K | 0.21% | 121 |
|
|
2024
Q1 | $4.7M | Sell |
23,489
-16,020
| -41% | -$2.89M | 0.23% | 108 |
|
|
2023
Q4 | $6.72M | Buy |
39,509
+254
| +0.6% | +$38.5K | 0.36% | 77 |
|
|
2023
Q3 | $5.69M | Buy |
39,255
+19,729
| +101% | +$2.96M | 0.31% | 84 |
|
|
2023
Q2 | $2.84M | Buy |
19,526
+1,454
| +8% | +$200K | 0.15% | 191 |
|
|
2023
Q1 | $2.35M | Buy |
18,072
+3,394
| +23% | +$465K | 0.13% | 203 |
|
|
2022
Q4 | $1.97M | Buy |
14,678
+3,239
| +28% | +$410K | 0.12% | 197 |
|
|
2022
Q3 | $1.2M | Sell |
11,439
-21
| -0.2% | -$2.41K | 0.08% | 236 |
|
|
2022
Q2 | $1.29M | Sell |
11,460
-603
| -5% | -$74.7K | 0.1% | 222 |
|
|
2022
Q1 | $1.64M | Buy |
12,063
+426
| +4% | +$62.9K | 0.13% | 178 |
|
|
2021
Q4 | $1.84M | Sell |
11,637
-25
| -0.2% | -$4.11K | 0.15% | 156 |
|
|
2021
Q3 | $1.91M | Sell |
11,662
-392
| -3% | -$61.5K | 0.16% | 152 |
|
|
2021
Q2 | $1.88M | Sell |
12,054
-632
| -5% | -$99.3K | 0.15% | 160 |
|
|
2021
Q1 | $1.93M | Sell |
12,686
-21,051
| -62% | -$3.03M | 0.17% | 155 |
|
|
2020
Q4 | $4.29M | Sell |
33,737
-908
| -3% | -$101K | 0.41% | 63 |
|
|
2020
Q3 | $3.33M | Buy |
34,645
+4,313
| +14% | +$424K | 0.36% | 71 |
|
|
2020
Q2 | $2.85M | Buy |
30,332
+4,225
| +16% | +$401K | 0.37% | 57 |
|
|
2020
Q1 | $2.35M | Buy |
26,107
+16,462
| +171% | +$2M | 0.38% | 61 |
|
|
2019
Q4 | $1.34M | Buy |
9,645
+321
| +3% | +$41.2K | 0.23% | 88 |
|
|
2019
Q3 | $1.1M | Sell |
9,324
-11,633
| -56% | -$1.32M | 0.18% | 118 |
|
|
2019
Q2 | $2.34M | Buy |
20,957
+10,568
| +102% | +$1.17M | 0.37% | 66 |
|
|
2019
Q1 | $1.05M | Buy |
10,389
+324
| +3% | +$33.4K | 0.19% | 125 |
|
|
2018
Q4 | $983K | Buy |
10,065
+9,436
| +1,500% | +$1.01M | 0.21% | 88 |
|
|
2018
Q3 | $71K | Hold |
629
| – | – | 0.02% | 164 |
|
|
2018
Q2 | $66K | Buy |
+629
| New | +$69K | 0.02% | 142 |
|
Other funds holding JPM
CX Institutional's JPM Position: Q2 2026 in Review
CX Institutional reduced its JPMorgan Chase (JPM) stake by 24% in Q2 2026, selling an estimated $2.87M and leaving 29,458 shares worth $9.64M. The position accounts for 0.28% of the portfolio, ranked #81.
CX Institutional first reported a position in JPM in Q2 2018 and has held it in 33 quarters since. The position peaked at $13.5M in Q3 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- CX Institutional held 29,458 shares of JPMorgan Chase worth $9.64M as of Q2 2026.
- CX Institutional sold 9,255 JPMorgan Chase shares in Q2 2026, an estimated $2.87M.
- JPMorgan Chase made up 0.28% of CX Institutional's portfolio in Q2 2026, its #81 holding.
- CX Institutional first reported a position in JPMorgan Chase in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's JPMorgan Chase position peaked at $13.5M in Q3 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.