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
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

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase's CLMB Position: Q1 2026 in Review

JP Morgan Chase reduced its Climb Global Solutions (CLMB) stake by 7.3% in Q1 2026, selling an estimated $13.6K and leaving 6,639 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #5700.

JP Morgan Chase first reported a position in CLMB in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.52M in Q2 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • JP Morgan Chase held 6,639 shares of Climb Global Solutions worth $129K as of Q1 2026.
  • JP Morgan Chase sold 525 Climb Global Solutions shares in Q1 2026, an estimated $13.6K.
  • Climb Global Solutions made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5700 holding.
  • JP Morgan Chase first reported a position in Climb Global Solutions in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Chase's Climb Global Solutions position peaked at $3.52M in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.