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CFM Wealth Partners’s JPMorgan Chase JPM Stock Holding History

CFM Wealth Partners’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
Q2 		$11.6M Sell
35,410
-377
-1% -$117K 1.48% 19
2026
Q1 		$10.5M Buy
35,787
+207
+0.6% +$62.8K 1.58% 18
2025
Q4 		$11.5M Buy
35,580
+1,281
+4% +$397K 1.65% 15
2025
Q3 		$10.8M Buy
34,299
+1,261
+4% +$375K 1.57% 16
2025
Q2 		$9.58M Buy
33,038
+206
+0.6% +$52.6K 1.52% 17
2025
Q1 		$8.05M Buy
32,832
+1,395
+4% +$356K 1.42% 19
2024
Q4 		$7.54M Buy
31,437
+1,776
+6% +$414K 1.27% 21
2024
Q3 		$6.25M Buy
29,661
+862
+3% +$182K 1.09% 26
2024
Q2 		$5.82M Buy
28,799
+620
+2% +$121K 1.07% 24
2024
Q1 		$5.64M Buy
28,179
+779
+3% +$141K 1.13% 26
2023
Q4 		$4.66M Buy
27,400
+240
+0.9% +$36.4K 1.05% 27
2023
Q3 		$3.94M Buy
27,160
+867
+3% +$130K 1.03% 28
2023
Q2 		$3.82M Sell
26,293
-103
-0.4% -$14.2K 0.93% 27
2023
Q1 		$3.44M Buy
26,396
+378
+1% +$51.8K 0.93% 30
2022
Q4 		$3.49M Buy
26,018
+941
+4% +$119K 1.04% 23
2022
Q3 		$2.62M Buy
25,077
+3,060
+14% +$351K 0.84% 31
2022
Q2 		$2.48M Sell
22,017
-892
-4% -$111K 0.74% 34
2022
Q1 		$3.12M Buy
22,909
+2,372
+12% +$350K 0.75% 33
2021
Q4 		$3.32M Buy
20,537
+3,380
+20% +$555K 0.74% 36
2021
Q3 		$2.81M Buy
17,157
+379
+2% +$59.4K 0.71% 41
2021
Q2 		$2.61M Sell
16,778
-58
-0.3% -$9.11K 0.69% 41
2021
Q1 		$2.56M Buy
16,836
+30
+0.2% +$4.32K 0.77% 37
2020
Q4 		$2.14M Sell
16,806
-35
-0.2% -$3.91K 0.68% 39
2020
Q3 		$1.79M Buy
16,841
+2,099
+14% +$206K 0.65% 40
2020
Q2 		$1.39M Sell
14,742
-1,190
-7% -$113K 0.53% 43
2020
Q1 		$1.43M Buy
15,932
+1,089
+7% +$132K 0.67% 39
2019
Q4 		$2.04M Buy
+14,843
New +$1.9M 0.75% 36

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CFM Wealth Partners's JPM Position: Q2 2026 in Review

CFM Wealth Partners reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $117K and leaving 35,410 shares worth $11.6M. The position accounts for 1.48% of the portfolio, ranked #19.

CFM Wealth Partners first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CFM Wealth Partners held 35,410 shares of JPMorgan Chase worth $11.6M as of Q2 2026.
  • CFM Wealth Partners sold 377 JPMorgan Chase shares in Q2 2026, an estimated $117K.
  • JPMorgan Chase made up 1.48% of CFM Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • CFM Wealth Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.