Fulcrum Capital’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 | $12.5M | Sell |
38,230
-1,828
| -5% | -$568K | 2.54% | 11 |
|
|
2026
Q1 | $11.8M | Sell |
40,058
-5,156
| -11% | -$1.56M | 2.56% | 13 |
|
|
2025
Q4 | $14.6M | Sell |
45,214
-186
| -0.4% | -$57.6K | 2.93% | 8 |
|
|
2025
Q3 | $14.3M | Sell |
45,400
-1,458
| -3% | -$434K | 2.94% | 9 |
|
|
2025
Q2 | $13.6M | Sell |
46,858
-1,703
| -4% | -$435K | 2.87% | 11 |
|
|
2025
Q1 | $11.9M | Sell |
48,561
-2,109
| -4% | -$538K | 2.64% | 11 |
|
|
2024
Q4 | $12.1M | Sell |
50,670
-269
| -0.5% | -$62.7K | 2.54% | 9 |
|
|
2024
Q3 | $10.7M | Sell |
50,939
-914
| -2% | -$193K | 2.34% | 12 |
|
|
2024
Q2 | $10.5M | Sell |
51,853
-1,036
| -2% | -$203K | 2.39% | 12 |
|
|
2024
Q1 | $10.6M | Sell |
52,889
-1,041
| -2% | -$188K | 2.51% | 12 |
|
|
2023
Q4 | $9.17M | Sell |
53,930
-2,985
| -5% | -$452K | 2.37% | 10 |
|
|
2023
Q3 | $8.25M | Sell |
56,915
-806
| -1% | -$121K | 2.4% | 11 |
|
|
2023
Q2 | $8.39M | Sell |
57,721
-1,931
| -3% | -$266K | 2.21% | 14 |
|
|
2023
Q1 | $7.77M | Buy |
59,652
+116
| +0.2% | +$15.9K | 2.09% | 16 |
|
|
2022
Q4 | $7.98M | Buy |
59,536
+417
| +0.7% | +$52.8K | 2.31% | 12 |
|
|
2022
Q3 | $6.18M | Sell |
59,119
-550
| -0.9% | -$63.1K | 1.84% | 24 |
|
|
2022
Q2 | $6.72M | Buy |
59,669
+3,330
| +6% | +$413K | 2.11% | 18 |
|
|
2022
Q1 | $7.68M | Buy |
56,339
+825
| +1% | +$122K | 2.06% | 20 |
|
|
2021
Q4 | $8.79M | Buy |
55,514
+1,350
| +2% | +$222K | 1.91% | 21 |
|
|
2021
Q3 | $8.87M | Buy |
54,164
+1,064
| +2% | +$167K | 2.12% | 19 |
|
|
2021
Q2 | $8.26M | Buy |
53,100
+1,976
| +4% | +$310K | 2.07% | 20 |
|
|
2021
Q1 | $7.78M | Sell |
51,124
-7,442
| -13% | -$1.07M | 2.23% | 15 |
|
|
2020
Q4 | $7.44M | Buy |
58,566
+3,942
| +7% | +$441K | 2.23% | 16 |
|
|
2020
Q3 | $5.26M | Sell |
54,624
-8,581
| -14% | -$843K | 1.9% | 28 |
|
|
2020
Q2 | $5.95M | Sell |
63,205
-2,264
| -3% | -$215K | 2.25% | 23 |
|
|
2020
Q1 | $5.89M | Sell |
65,469
-1,061
| -2% | -$129K | 2.68% | 14 |
|
|
2019
Q4 | $9.27M | Sell |
66,530
-927
| -1% | -$119K | 2.87% | 7 |
|
|
2019
Q3 | $7.94M | Buy |
67,457
+3,730
| +6% | +$422K | 2.71% | 9 |
|
|
2019
Q2 | $7.13M | Buy |
63,727
+1,042
| +2% | +$115K | 2.61% | 12 |
|
|
2019
Q1 | $6.35M | Buy |
62,685
+1,862
| +3% | +$192K | 2.4% | 16 |
|
|
2018
Q4 | $5.94M | Buy |
60,823
+4,237
| +7% | +$451K | 2.68% | 12 |
|
|
2018
Q3 | $6.38M | Buy |
56,586
+2,451
| +5% | +$278K | 2.49% | 14 |
|
|
2018
Q2 | $5.64M | Buy |
54,135
+5,909
| +12% | +$648K | 2.69% | 15 |
|
|
2018
Q1 | $5.3M | Buy |
48,226
+43,070
| +835% | +$4.88M | 1.73% | 22 |
|
|
2017
Q4 | $551K | Buy |
+5,156
| New | +$522K | 0.18% | 49 |
|
Other funds holding JPM
Fulcrum Capital's JPM Position: Q2 2026 in Review
Fulcrum Capital reduced its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, selling an estimated $568K and leaving 38,230 shares worth $12.5M. The position accounts for 2.54% of the portfolio, ranked #11.
Fulcrum Capital first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $14.6M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Fulcrum Capital held 38,230 shares of JPMorgan Chase worth $12.5M as of Q2 2026.
- Fulcrum Capital sold 1,828 JPMorgan Chase shares in Q2 2026, an estimated $568K.
- JPMorgan Chase made up 2.54% of Fulcrum Capital's portfolio in Q2 2026, its #11 holding.
- Fulcrum Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- Fulcrum Capital's JPMorgan Chase position peaked at $14.6M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.