CM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

CM Wealth Advisors’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	$2.02M	Buy	6,163 +142	+2%	+$44.1K	0.36%	29
2026 Q1	$1.77M	Buy	6,021 +103	+2%	+$31.3K	0.38%	30
2025 Q4	$1.91M	Buy	5,918 +1,835	+45%	+$568K	0.43%	28
2025 Q3	$1.29M	Hold	4,083	–	–	0.34%	28
2025 Q2	$1.18M	Sell	4,083 -546	-12%	-$139K	0.35%	27
2025 Q1	$1.14M	Hold	4,629	–	–	0.36%	25
2024 Q4	$1.11M	Sell	4,629 -175	-4%	-$40.8K	0.36%	25
2024 Q3	$1.01M	Buy	4,804 +2,237	+87%	+$471K	0.33%	26
2024 Q2	$519K	Sell	2,567 -5,281	-67%	-$1.03M	0.25%	40
2024 Q1	$1.5M	Buy	7,848 +4,083	+108%	+$737K	0.43%	31
2023 Q4	$640K	Hold	3,765	–	–	0.28%	32
2023 Q3	$559K	Sell	3,765 -3,086	-45%	-$463K	0.22%	39
2023 Q2	$1.07M	Buy	6,851 +2,870	+72%	+$395K	0.35%	28
2023 Q1	$543K	Buy	3,981 +216	+6%	+$29.6K	0.11%	241
2022 Q4	$505K	Hold	3,765	–	–	0.26%	40
2022 Q3	$393M	Buy	3,765 +1,508	+67%	+$173K	0.22%	47
2022 Q2	$254K	Buy	+2,257	New	+$280K	0.16%	60

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CM Wealth Advisors's JPM Position: Q2 2026 in Review

CM Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $44.1K and bringing the position to 6,163 shares worth $2.02M. The position accounts for 0.36% of the portfolio, ranked #29.

CM Wealth Advisors first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $393M in Q3 2022. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

CM Wealth Advisors held 6,163 shares of JPMorgan Chase worth $2.02M as of Q2 2026.
CM Wealth Advisors bought 142 JPMorgan Chase shares in Q2 2026, an estimated $44.1K.
JPMorgan Chase made up 0.36% of CM Wealth Advisors's portfolio in Q2 2026, its #29 holding.
CM Wealth Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's JPMorgan Chase position peaked at $393M in Q3 2022.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.