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CFO Capital Management’s JPMorgan Chase JPM Stock Holding History

CFO Capital Management’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
Q1 		$2.87M Buy
10,008
+301
+3% +$91.3K 2.36% 10
2025
Q4 		$3.13M Buy
+9,707
New +$3.01M 2.34% 9

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CFO Capital Management's JPM Position: Q1 2026 in Review

CFO Capital Management increased its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, buying an estimated $91.3K and bringing the position to 10,008 shares worth $2.87M. The position accounts for 2.36% of the portfolio, ranked #10.

CFO Capital Management first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.13M in Q4 2025. 5,071 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CFO Capital Management held 10,008 shares of JPMorgan Chase worth $2.87M as of Q1 2026.
  • CFO Capital Management bought 301 JPMorgan Chase shares in Q1 2026, an estimated $91.3K.
  • JPMorgan Chase made up 2.36% of CFO Capital Management's portfolio in Q1 2026, its #10 holding.
  • CFO Capital Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's JPMorgan Chase position peaked at $3.13M in Q4 2025.
  • 5,071 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.