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CDM Financial Counseling Services’s JPMorgan Chase JPM Stock Holding History

CDM Financial Counseling Services’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$656K Buy
1,983
+49
+3% +$17.1K 0.55% 39
2026
Q2 		$633K Hold
1,934
– – 0.55% 39
2026
Q1 		$569K Buy
1,934
+64
+3% +$19.4K 0.54% 46
2025
Q4 		$603K Buy
+1,870
New +$579K 0.56% 41

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CDM Financial Counseling Services's JPM Position: Q3 2026 in Review

CDM Financial Counseling Services increased its JPMorgan Chase (JPM) stake by 2.5% in Q3 2026, buying an estimated $17.1K and bringing the position to 1,983 shares worth $656K. The position accounts for 0.55% of the portfolio, ranked #39.

CDM Financial Counseling Services first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 794 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • CDM Financial Counseling Services held 1,983 shares of JPMorgan Chase worth $656K as of Q3 2026.
  • CDM Financial Counseling Services bought 49 JPMorgan Chase shares in Q3 2026, an estimated $17.1K.
  • JPMorgan Chase made up 0.55% of CDM Financial Counseling Services's portfolio in Q3 2026, its #39 holding.
  • CDM Financial Counseling Services first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 794 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on CDM Financial Counseling Services's 13F filing for Q3 2026, filed 15 Oct 2026.