JP Morgan Chase
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JP Morgan Chase’s Climb Global Solutions CLMB Stock Holding History

JP Morgan Chase’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Buy
7,040
+401
+6% +$8.6K ﹤0.01% 5748
2026
Q1 		$129K Sell
6,639
-525
-7% -$13.6K ﹤0.01% 5700
2025
Q4 		$184K Sell
7,164
-34,756
-83% -$1.01M ﹤0.01% 5584
2025
Q3 		$1.41M Sell
41,920
-89,736
-68% -$2.66M ﹤0.01% 4336
2025
Q2 		$3.52M Buy
131,656
+90,704
+221% +$2.39M ﹤0.01% 3470
2025
Q1 		$1.13M Sell
40,952
-23,400
-36% -$722K ﹤0.01% 4256
2024
Q4 		$2.04M Buy
64,352
+34,120
+113% +$1.01M ﹤0.01% 4150
2024
Q3 		$752K Buy
30,232
+22,844
+309% +$457K ﹤0.01% 4648
2024
Q2 		$116K Buy
7,388
+548
+8% +$8.31K ﹤0.01% 5441
2024
Q1 		$121K Sell
6,840
-4,448
-39% -$66.9K ﹤0.01% 5583
2023
Q4 		$155K Hold
11,288
– – ﹤0.01% 5524
2023
Q3 		$121K Sell
11,288
-1,608
-12% -$17.7K ﹤0.01% 5359
2023
Q2 		$154K Buy
+12,896
New +$157K ﹤0.01% 5236
2020
Q4 		– Sell
-8
Closed – – 5656
2020
Q3 		$0 Hold
8
– – ﹤0.01% 5504
2020
Q2 		$0 Buy
+8
New +$38 ﹤0.01% 5403

Other funds holding CLMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase's CLMB Position: Q2 2026 in Review

JP Morgan Chase increased its Climb Global Solutions (CLMB) stake by 6% in Q2 2026, buying an estimated $8.6K and bringing the position to 7,040 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #5748.

JP Morgan Chase first reported a position in CLMB in Q2 2020 and has held it in 15 quarters since. The position peaked at $3.52M in Q2 2025. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • JP Morgan Chase held 7,040 shares of Climb Global Solutions worth $158K as of Q2 2026.
  • JP Morgan Chase bought 401 Climb Global Solutions shares in Q2 2026, an estimated $8.6K.
  • Climb Global Solutions made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5748 holding.
  • JP Morgan Chase first reported a position in Climb Global Solutions in Q2 2020 and has held it in 15 quarters since.
  • JP Morgan Chase's Climb Global Solutions position peaked at $3.52M in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.