Fulcrum Asset Management’s JPMorgan Chase JPM Stock Holding History

Fulcrum Asset 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	$4.96M	Sell	15,051 -23,326	-61%	-$7.24M	0.49%	52
2026 Q1	$10.9M	Buy	38,377 +1,562	+4%	+$474K	1.65%	16
2025 Q4	$11.9M	Sell	36,815 -1,091	-3%	-$338K	3.31%	7
2025 Q3	$12M	Sell	37,906 -1,053	-3%	-$313K	3.31%	5
2025 Q2	$11.3M	Buy	+38,959	New	+$9.94M	3.22%	5
2022 Q1	–	Hold	0	–	–	–	66
2021 Q4	–	Hold	0	–	–	–	18
2021 Q3	–	Hold	0	–	–	–	18
2021 Q2	–	Hold	0	–	–	–	24
2021 Q1	–	Hold	0	–	–	–	10

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

Fulcrum Asset Management's JPM Position: Q2 2026 in Review

Fulcrum Asset Management reduced its JPMorgan Chase (JPM) stake by 61% in Q2 2026, selling an estimated $7.24M and leaving 15,051 shares worth $4.96M. The position accounts for 0.49% of the portfolio, ranked #52.

Fulcrum Asset Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $12M in Q3 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Fulcrum Asset Management held 15,051 shares of JPMorgan Chase worth $4.96M as of Q2 2026.
Fulcrum Asset Management sold 23,326 JPMorgan Chase shares in Q2 2026, an estimated $7.24M.
JPMorgan Chase made up 0.49% of Fulcrum Asset Management's portfolio in Q2 2026, its #52 holding.
Fulcrum Asset Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's JPMorgan Chase position peaked at $12M in Q3 2025.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.