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CFS Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

CFS Investment Advisory 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
Q2 		$6.15M Sell
18,389
-10
-0.1% -$3.1K 0.41% 54
2026
Q1 		$5.71M Buy
18,399
+870
+5% +$264K 0.39% 63
2025
Q4 		$5.65M Buy
17,529
+1,055
+6% +$327K 0.41% 59
2025
Q3 		$4.95M Buy
16,474
+515
+3% +$153K 0.37% 63
2025
Q2 		$4.63M Buy
15,959
+271
+2% +$69.2K 0.38% 63
2025
Q1 		$3.85M Sell
15,688
-126
-0.8% -$32.1K 0.34% 64
2024
Q4 		$3.79M Sell
15,814
-174
-1% -$40.5K 0.34% 64
2024
Q3 		$3.37M Sell
15,988
-125
-0.8% -$26.3K 0.28% 67
2024
Q2 		$3.26M Sell
16,113
-46
-0.3% -$8.99K 0.26% 70
2024
Q1 		$3.24M Buy
16,159
+354
+2% +$63.9K 0.54% 32
2023
Q4 		$2.69M Sell
15,805
-180
-1% -$27.3K 0.48% 36
2023
Q3 		$2.32M Buy
15,985
+2,321
+17% +$348K 0.37% 55
2023
Q2 		$1.99M Buy
13,664
+133
+1% +$18.3K 0.25% 76
2023
Q1 		$1.76M Buy
13,531
+1,518
+13% +$208K 0.32% 53
2022
Q4 		$1.61M Sell
12,013
-823,020
-99% -$104M 0.37% 41
2022
Q3 		$835K Buy
835,033
+833,070
+42,439% +$95.6M 0.19% 64
2022
Q2 		$221K Sell
1,963
-396,091
-100% -$49.1M 0.03% 197
2022
Q1 		$3K Buy
398,054
+396,073
+19,994% +$58.5M 0.01% 246
2021
Q4 		$296K Buy
1,981
+168
+9% +$27.6K 0.04% 193
2021
Q3 		$297K Buy
+1,813
New +$284K 0.04% 180
2020
Q4 		$216K Buy
+1,697
New +$190K 0.03% 171

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CFS Investment Advisory Services's JPM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, selling an estimated $3.1K and leaving 18,389 shares worth $6.15M. The position accounts for 0.41% of the portfolio, ranked #54.

CFS Investment Advisory Services first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. 3,215 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CFS Investment Advisory Services held 18,389 shares of JPMorgan Chase worth $6.15M as of Q2 2026.
  • CFS Investment Advisory Services sold 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
  • JPMorgan Chase made up 0.41% of CFS Investment Advisory Services's portfolio in Q2 2026, its #54 holding.
  • CFS Investment Advisory Services first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • 3,215 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.