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 – 7994
2025
Q4 		$3.62K Buy
+300
New +$3.27K ﹤0.01% 6862
2024
Q4 		– Sell
-200
Closed -$2.03K – 7817
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 $223M AUM 0.62% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return