CI Investments Inc
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CI Investments Inc’s JPMorgan Chase JPM Stock Holding History

CI Investments Inc’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 		$219M Sell
744,679
-63,548
-8% -$19.3M 1.06% 16
2025
Q4 		$260M Sell
808,227
-255,374
-24% -$79.1M 1.14% 16
2025
Q3 		$335M Sell
1,063,601
-129,442
-11% -$38.5M 1.22% 10
2025
Q2 		$346M Sell
1,193,043
-180,467
-13% -$46.1M 1.3% 11
2025
Q1 		$337M Sell
1,373,510
-23,841
-2% -$6.08M 1.42% 11
2024
Q4 		$335M Sell
1,397,351
-67,592
-5% -$15.7M 1.26% 12
2024
Q3 		$309M Buy
1,464,943
+45,601
+3% +$9.61M 1.18% 13
2024
Q2 		$287M Sell
1,419,342
-20,117
-1% -$3.93M 1.13% 16
2024
Q1 		$288M Sell
1,439,459
-172,490
-11% -$31.1M 1.14% 15
2023
Q4 		$274M Sell
1,611,949
-56,528
-3% -$8.57M 1.42% 14
2023
Q3 		$242M Buy
1,668,477
+354,383
+27% +$53.1M 1.35% 14
2023
Q2 		$191M Sell
1,314,094
-118,452
-8% -$16.3M 0.96% 27
2023
Q1 		$187M Sell
1,432,546
-75,891
-5% -$10.4M 0.94% 26
2022
Q4 		$202M Sell
1,508,437
-224,393
-13% -$28.4M 1.02% 27
2022
Q3 		$181M Buy
1,732,830
+123,327
+8% +$14.2M 0.94% 28
2022
Q2 		$181M Sell
1,609,503
-128,645
-7% -$15.9M 0.85% 27
2022
Q1 		$237M Buy
1,738,148
+324,442
+23% +$47.9M 0.87% 24
2021
Q4 		$223M Buy
1,413,706
+7,684
+0.5% +$1.26M 0.77% 29
2021
Q3 		$230M Buy
1,406,022
+40,774
+3% +$6.39M 0.86% 26
2021
Q2 		$212M Buy
1,365,248
+2,452
+0.2% +$385K 0.78% 33
2021
Q1 		$207M Sell
1,362,796
-71,976
-5% -$10.4M 0.87% 29
2020
Q4 		$182M Sell
1,434,772
-294,441
-17% -$32.9M 0.8% 33
2020
Q3 		$166M Sell
1,729,213
-196,192
-10% -$19.3M 0.83% 34
2020
Q2 		$181M Sell
1,925,405
-512,459
-21% -$48.6M 0.97% 27
2020
Q1 		$219M Sell
2,437,864
-90,814
-4% -$11M 1.33% 13
2019
Q4 		$352M Sell
2,528,678
-298,914
-11% -$38.3M 1.79% 7
2019
Q3 		$333M Buy
2,827,592
+497,362
+21% +$56.3M 1.72% 9
2019
Q2 		$265M Buy
2,330,230
+405,076
+21% +$44.7M 1.47% 13
2019
Q1 		$195M Buy
1,925,154
+76,712
+4% +$7.9M 1.09% 24
2018
Q4 		$180M Sell
1,848,442
-390,540
-17% -$41.6M 1.16% 21
2018
Q3 		$253M Buy
2,238,982
+512,540
+30% +$58.2M 1.89% 9
2018
Q2 		$180M Buy
1,726,442
+519,302
+43% +$57M 1.41% 16
2018
Q1 		$133M Sell
1,207,140
-598,828
-33% -$67.8M 1.53% 15
2017
Q4 		$193M Buy
1,805,968
+1,077,106
+148% +$109M 1.98% 13
2017
Q3 		$69.6M Buy
728,862
+290,422
+66% +$26.8M 0.68% 51
2017
Q2 		$40.1M Buy
438,440
+196,197
+81% +$16.9M 0.43% 70
2017
Q1 		$21.3M Sell
242,243
-1,735,661
-88% -$153M 0.24% 93
2016
Q4 		$171M Buy
+1,977,904
New +$151M 1.87% 11
2016
Q2 		– Sell
-3
Closed – – 205
2016
Q1 		$0 Hold
3
– – ﹤0.01% 201
2015
Q4 		$0 Hold
3
– – ﹤0.01% 189
2015
Q3 		$0 Sell
3
-2,482,992
-100% -$163M ﹤0.01% 189
2015
Q2 		$168M Sell
2,482,995
-98,005
-4% -$6.4M 1.86% 10
2015
Q1 		$156M Buy
2,581,000
+22,340
+0.9% +$1.32M 1.65% 11
2014
Q4 		$160M Sell
2,558,660
-63,810
-2% -$3.84M 1.81% 10
2014
Q3 		$158M Buy
2,622,470
+15,760
+0.6% +$921K 1.65% 13
2014
Q2 		$150M Buy
2,606,710
+2,604,780
+134,963% +$146M 1.48% 19
2014
Q1 		$117K Sell
1,930
-40
-2% -$2.31K ﹤0.01% 188
2013
Q4 		$115K Buy
1,970
+210
+12% +$11.5K ﹤0.01% 178
2013
Q3 		$91K Sell
1,760
-2,240
-56% -$120K ﹤0.01% 182
2013
Q2 		$211K Buy
+4,000
New +$203K ﹤0.01% 181

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 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 $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CI Investments Inc's JPM Position: Q1 2026 in Review

CI Investments Inc reduced its JPMorgan Chase (JPM) stake by 7.9% in Q1 2026, selling an estimated $19.3M and leaving 744,679 shares worth $219M. The position accounts for 1.06% of the portfolio, ranked #16.

CI Investments Inc first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $352M in Q4 2019. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CI Investments Inc held 744,679 shares of JPMorgan Chase worth $219M as of Q1 2026.
  • CI Investments Inc sold 63,548 JPMorgan Chase shares in Q1 2026, an estimated $19.3M.
  • JPMorgan Chase made up 1.06% of CI Investments Inc's portfolio in Q1 2026, its #16 holding.
  • CI Investments Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
  • CI Investments Inc's JPMorgan Chase position peaked at $352M in Q4 2019.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.