JP Morgan Chase
CUBWU

JP Morgan Chase’s Lionheart Holdings Unit CUBWU Stock Holding History

JP Morgan Chase’s Portfolio CUBWU Stock Details CUBWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-300
Closed -$3.62K – 7982
2025
Q4 		$3.62K Buy
+300
New +$3.27K ﹤0.01% 6862
2024
Q4 		– Sell
-200
Closed -$2.03K – 7810
2024
Q3 		$2.03K Buy
200
+100
+100% +$1K ﹤0.01% 6619
2024
Q2 		$1K Buy
+100
New +$1K ﹤0.01% 6618

Other funds holding CUBWU

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

JP Morgan Chase sold out of Lionheart Holdings Unit (CUBWU) in Q1 2026, closing a stake of 300 shares — an estimated $3.62K sold.

JP Morgan Chase first reported a position in CUBWU in Q2 2024 and held it in 3 quarters. The position peaked at $3.62K in Q4 2025. 6 funds tracked by Wall St. Rank hold CUBWU as of Q1 2026.

  • JP Morgan Chase reported no remaining Lionheart Holdings Unit position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 300 Lionheart Holdings Unit shares in Q1 2026, an estimated $3.62K.
  • JP Morgan Chase first reported a position in Lionheart Holdings Unit in Q2 2024 and held it in 3 quarters.
  • JP Morgan Chase's Lionheart Holdings Unit position peaked at $3.62K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Lionheart Holdings Unit as of Q1 2026.

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