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CGC Financial Services’s JPMorgan Chase JPM Stock Holding History

CGC Financial 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 		$574K Sell
1,753
-41
-2% -$12.7K 0.13% 36
2026
Q1 		$528K Sell
1,794
-267
-13% -$81K 0.15% 30
2025
Q4 		$664K Sell
2,061
-61
-3% -$18.9K 0.18% 30
2025
Q3 		$669K Buy
2,122
+112
+6% +$33.3K 0.18% 30
2025
Q2 		$583K Hold
2,010
– – 0.2% 29
2025
Q1 		$493K Sell
2,010
-400
-17% -$102K 0.19% 26
2024
Q4 		$578K Hold
2,410
– – 0.23% 25
2024
Q3 		$508K Hold
2,410
– – 0.2% 28
2024
Q2 		$487K Buy
2,410
+200
+9% +$39.1K 0.21% 27
2024
Q1 		$443K Sell
2,210
-394
-15% -$71.1K 0.23% 27
2023
Q4 		$443K Buy
2,604
+2,070
+388% +$314K 0.2% 33
2023
Q3 		$77.4K Sell
534
-500
-48% -$75K 0.05% 70
2023
Q2 		$150K Buy
+1,034
New +$142K 0.1% 53

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CGC Financial Services's JPM Position: Q2 2026 in Review

CGC Financial Services reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $12.7K and leaving 1,753 shares worth $574K. The position accounts for 0.13% of the portfolio, ranked #36.

CGC Financial Services first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $669K in Q3 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CGC Financial Services held 1,753 shares of JPMorgan Chase worth $574K as of Q2 2026.
  • CGC Financial Services sold 41 JPMorgan Chase shares in Q2 2026, an estimated $12.7K.
  • JPMorgan Chase made up 0.13% of CGC Financial Services's portfolio in Q2 2026, its #36 holding.
  • CGC Financial Services first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's JPMorgan Chase position peaked at $669K in Q3 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.