JP Morgan Chase
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JP Morgan Chase’s Customers Bancorp CUBI Stock Holding History

JP Morgan Chase’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9M Buy
249,943
+39,424
+19% +$2.98M ﹤0.01% 2225
2026
Q1 		$14.2M Sell
210,519
-224,929
-52% -$16.3M ﹤0.01% 2377
2025
Q4 		$31.8M Buy
435,448
+7,038
+2% +$483K ﹤0.01% 1678
2025
Q3 		$28M Sell
428,410
-7,227
-2% -$475K ﹤0.01% 1827
2025
Q2 		$25.6M Buy
435,637
+37,309
+9% +$1.89M ﹤0.01% 1774
2025
Q1 		$20M Sell
398,328
-31,244
-7% -$1.64M ﹤0.01% 1935
2024
Q4 		$20.9M Buy
429,572
+106,895
+33% +$5.37M ﹤0.01% 2000
2024
Q3 		$15M Sell
322,677
-121,863
-27% -$6.34M ﹤0.01% 2254
2024
Q2 		$21.3M Sell
444,540
-191,623
-30% -$9.04M ﹤0.01% 1827
2024
Q1 		$33.8M Sell
636,163
-51,780
-8% -$2.73M ﹤0.01% 1522
2023
Q4 		$39.6M Sell
687,943
-379,546
-36% -$16.5M ﹤0.01% 1351
2023
Q3 		$36.8M Buy
1,067,489
+288,975
+37% +$10.4M ﹤0.01% 1266
2023
Q2 		$23.6M Buy
778,514
+738,939
+1,867% +$16.6M ﹤0.01% 1586
2023
Q1 		$733K Sell
39,575
-504,068
-93% -$13.7M ﹤0.01% 4254
2022
Q4 		$15.4M Buy
543,643
+60,604
+13% +$1.89M ﹤0.01% 1871
2022
Q3 		$14.2M Buy
483,039
+121,096
+33% +$4.29M ﹤0.01% 1862
2022
Q2 		$12.3M Buy
361,943
+544
+0.2% +$22.1K ﹤0.01% 1986
2022
Q1 		$18.8M Sell
361,399
-195,839
-35% -$11.9M ﹤0.01% 1813
2021
Q4 		$36.4M Buy
557,238
+30,974
+6% +$1.7M ﹤0.01% 1383
2021
Q3 		$22.6M Sell
526,264
-9,046
-2% -$352K ﹤0.01% 1664
2021
Q2 		$20.9M Sell
535,310
-146,402
-21% -$5.27M ﹤0.01% 1805
2021
Q1 		$21.7M Sell
681,712
-96,765
-12% -$2.55M ﹤0.01% 1699
2020
Q4 		$14.2M Buy
778,477
+6,377
+0.8% +$101K ﹤0.01% 1912
2020
Q3 		$8.69M Sell
772,100
-53,771
-7% -$638K ﹤0.01% 2146
2020
Q2 		$9.93M Buy
825,871
+207,102
+33% +$2.31M ﹤0.01% 1902
2020
Q1 		$6.76M Sell
618,769
-144,251
-19% -$2.79M ﹤0.01% 2039
2019
Q4 		$18.2M Sell
763,020
-231,107
-23% -$5.31M ﹤0.01% 1673
2019
Q3 		$20.6M Buy
994,127
+115,626
+13% +$2.29M ﹤0.01% 1558
2019
Q2 		$18.2M Sell
878,501
-33,450
-4% -$698K ﹤0.01% 1632
2019
Q1 		$16.7M Buy
911,951
+845,596
+1,274% +$16.9M ﹤0.01% 1661
2018
Q4 		$1.21M Sell
66,355
-78,991
-54% -$1.58M ﹤0.01% 3622
2018
Q3 		$3.42M Sell
145,346
-89,471
-38% -$2.32M ﹤0.01% 3056
2018
Q2 		$6.66M Buy
234,817
+4,194
+2% +$125K ﹤0.01% 2459
2018
Q1 		$6.72M Sell
230,623
-30,969
-12% -$930K ﹤0.01% 2331
2017
Q4 		$6.8M Buy
261,592
+144,442
+123% +$4.1M ﹤0.01% 2423
2017
Q3 		$3.8M Sell
117,150
-4,200
-3% -$121K ﹤0.01% 2758
2017
Q2 		$3.43M Sell
121,350
-222,441
-65% -$6.57M ﹤0.01% 2725
2017
Q1 		$10.8M Sell
343,791
-67,799
-16% -$2.31M ﹤0.01% 1876
2016
Q4 		$14.7M Sell
411,590
-122,398
-23% -$3.62M ﹤0.01% 1665
2016
Q3 		$13.4M Sell
533,988
-116,394
-18% -$3.01M ﹤0.01% 1598
2016
Q2 		$16.3M Sell
650,382
-17,600
-3% -$448K ﹤0.01% 1521
2016
Q1 		$15.8M Sell
667,982
-12,786
-2% -$305K ﹤0.01% 1492
2015
Q4 		$18.5M Sell
680,768
-7,700
-1% -$215K ﹤0.01% 1385
2015
Q3 		$17.7M Buy
688,468
+8,100
+1% +$206K ﹤0.01% 1346
2015
Q2 		$18.3M Sell
680,368
-8,170
-1% -$209K ﹤0.01% 1462
2015
Q1 		$16.8M Buy
688,538
+208,673
+43% +$4.5M ﹤0.01% 1555
2014
Q4 		$9.34M Sell
479,865
-60,228
-11% -$1.12M ﹤0.01% 1997
2014
Q3 		$9.7M Sell
540,093
-19,000
-3% -$359K ﹤0.01% 1940
2014
Q2 		$11.2M Buy
559,093
+52,322
+10% +$1.03M ﹤0.01% 1694
2014
Q1 		$9.62M Buy
+506,771
New +$9.24M ﹤0.01% 1747
2013
Q4 		– Sell
-12,499
Closed -$183K – 4115
2013
Q3 		$183K Buy
+12,499
New +$190K ﹤0.01% 4077

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase increased its Customers Bancorp (CUBI) stake by 19% in Q2 2026, buying an estimated $2.98M and bringing the position to 249,943 shares worth $19.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

JP Morgan Chase first reported a position in CUBI in Q3 2013 and has held it in 51 quarters since. The position peaked at $39.6M in Q4 2023. 297 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • JP Morgan Chase held 249,943 shares of Customers Bancorp worth $19.9M as of Q2 2026.
  • JP Morgan Chase bought 39,424 Customers Bancorp shares in Q2 2026, an estimated $2.98M.
  • Customers Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2225 holding.
  • JP Morgan Chase first reported a position in Customers Bancorp in Q3 2013 and has held it in 51 quarters since.
  • JP Morgan Chase's Customers Bancorp position peaked at $39.6M in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

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