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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fulcrum Asset Management's JPM Position: Q1 2026 in Review

Fulcrum Asset Management increased its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, buying an estimated $474K and bringing the position to 38,377 shares worth $10.9M. The position accounts for 1.65% of the portfolio, ranked #16.

Fulcrum Asset Management first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $12M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Fulcrum Asset Management held 38,377 shares of JPMorgan Chase worth $10.9M as of Q1 2026.
Fulcrum Asset Management bought 1,562 JPMorgan Chase shares in Q1 2026, an estimated $474K.
JPMorgan Chase made up 1.65% of Fulcrum Asset Management's portfolio in Q1 2026, its #16 holding.
Fulcrum Asset Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
Fulcrum Asset Management's JPMorgan Chase position peaked at $12M in Q3 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.