FEM
JPM icon

Fulcrum Equity Management’s JPMorgan Chase JPM Stock Holding History

Fulcrum Equity 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 		$1.23M Buy
3,757
+11
+0.3% +$3.42K 0.9% 24
2026
Q1 		$1.1M Buy
3,746
+72
+2% +$21.9K 1.06% 21
2025
Q4 		$1.18M Buy
3,674
+2,175
+145% +$673K 1.13% 21
2025
Q3 		$473K Sell
1,499
-31
-2% -$9.22K 0.48% 52
2025
Q2 		$444K Sell
1,530
-35
-2% -$8.93K 0.46% 55
2025
Q1 		$384K Sell
1,565
-13
-0.8% -$3.31K 0.42% 58
2024
Q4 		$378K Sell
1,578
-1,555
-50% -$362K 0.37% 71
2024
Q3 		$661K Buy
3,133
+21
+0.7% +$4.42K 0.56% 54
2024
Q2 		$629K Buy
3,112
+117
+4% +$22.9K 0.57% 57
2024
Q1 		$600K Buy
2,995
+883
+42% +$159K 0.71% 49
2023
Q4 		$359K Sell
2,112
-228
-10% -$34.6K 0.44% 59
2023
Q3 		$339K Buy
+2,340
New +$351K 0.4% 63
2022
Q1 		– Sell
-2,428
Closed -$384K – 159
2021
Q4 		$384K Sell
2,428
-433
-15% -$71.1K 0.14% 106
2021
Q3 		$468K Buy
2,861
+1,281
+81% +$201K 0.18% 91
2021
Q2 		$246K Buy
+1,580
New +$248K 0.09% 162

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Fulcrum Equity Management increased its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,757 shares worth $1.23M. The position accounts for 0.9% of the portfolio, ranked #24.

Fulcrum Equity Management first reported a position in JPM in Q2 2021 and has held it in 15 quarters since. 3,078 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fulcrum Equity Management held 3,757 shares of JPMorgan Chase worth $1.23M as of Q2 2026.
  • Fulcrum Equity Management bought 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.9% of Fulcrum Equity Management's portfolio in Q2 2026, its #24 holding.
  • Fulcrum Equity Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 15 quarters since.
  • 3,078 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.