FAM
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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
2025
Q2 		– Sell
-36,538
Closed -$6.95M – 287
2025
Q1 		$6.95M Buy
+36,538
New +$9.32M 1.35% 17

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
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.