JP Morgan Chase
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JP Morgan Chase’s CVR Energy CVI Stock Holding History

JP Morgan Chase’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.28M Buy
+94,000
New +$2.42M ﹤0.01% 3704
2013
Q3 		– Sell
-298,326
Closed -$14.1M – 4386
2013
Q2 		$14.1M Buy
+298,326
New +$16.4M ﹤0.01% 1454

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase reduced its CVR Energy (CVI) stake by 87% in Q1 2026, selling an estimated $7.96M and leaving 47,056 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #4257.

JP Morgan Chase first reported a position in CVI in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.2M in Q1 2019. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • JP Morgan Chase held 47,056 shares of CVR Energy worth $1.64M as of Q1 2026.
  • JP Morgan Chase sold 309,831 CVR Energy shares in Q1 2026, an estimated $7.96M.
  • CVR Energy made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4257 holding.
  • JP Morgan Chase first reported a position in CVR Energy in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's CVR Energy position peaked at $35.2M in Q1 2019.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

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