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CMG Global Holdings’s JPMorgan Chase JPM Stock Holding History

CMG Global Holdings’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 		$747K Buy
2,281
+3
+0.1% +$932 0.32% 49
2026
Q1 		$670K Sell
2,278
-17
-0.7% -$5.16K 0.32% 52
2025
Q4 		$728K Sell
2,295
-2
-0.1% -$619 0.32% 51
2025
Q3 		$702K Sell
2,297
-103
-4% -$30.6K 0.34% 50
2025
Q2 		$716K Sell
2,400
-71
-3% -$18.1K 0.38% 51
2025
Q1 		$605K Sell
2,471
-1,661
-40% -$423K 0.39% 50
2024
Q4 		$1.09M Buy
4,132
+16
+0.4% +$3.73K 0.6% 45
2024
Q3 		$868K Sell
4,116
-22
-0.5% -$4.63K 0.49% 47
2024
Q2 		$837K Sell
4,138
-21
-0.5% -$4.11K 0.55% 46
2024
Q1 		$833K Hold
4,159
– – 0.57% 45
2023
Q4 		$748K Sell
4,159
-102
-2% -$15.5K 0.54% 46
2023
Q3 		$618K Hold
4,261
– – 0.53% 45
2023
Q2 		$620K Buy
4,261
+17
+0.4% +$2.34K 0.51% 49
2023
Q1 		$553K Sell
4,244
-201
-5% -$27.5K 0.5% 49
2022
Q4 		$596K Buy
4,445
+268
+6% +$34K 0.57% 45
2022
Q3 		$437K Sell
4,177
-15
-0.4% -$1.72K 0.47% 50
2022
Q2 		$472K Buy
4,192
+915
+28% +$113K 0.49% 53
2022
Q1 		$447K Buy
3,277
+549
+20% +$81K 0.36% 57
2021
Q4 		$432K Buy
2,728
+34
+1% +$5.58K 0.28% 61
2021
Q3 		$441K Sell
2,694
-2,074
-43% -$325K 0.33% 57
2021
Q2 		$742K Buy
4,768
+229
+5% +$36K 0.56% 41
2021
Q1 		$691K Buy
+4,539
New +$653K 0.6% 41

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CMG Global Holdings's JPM Position: Q2 2026 in Review

CMG Global Holdings increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $932 and bringing the position to 2,281 shares worth $747K. The position accounts for 0.32% of the portfolio, ranked #49.

CMG Global Holdings first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.09M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CMG Global Holdings held 2,281 shares of JPMorgan Chase worth $747K as of Q2 2026.
  • CMG Global Holdings bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.32% of CMG Global Holdings's portfolio in Q2 2026, its #49 holding.
  • CMG Global Holdings first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • CMG Global Holdings's JPMorgan Chase position peaked at $1.09M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.