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CMH Wealth Management’s JPMorgan Chase JPM Stock Holding History

CMH Wealth Management’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 		$9.01M Buy
27,516
+580
+2% +$180K 1.37% 27
2026
Q1 		$7.92M Buy
26,936
+25,308
+1,555% +$7.68M 1.36% 26
2025
Q4 		$525K Buy
1,628
+825
+103% +$255K 0.11% 48
2025
Q3 		$253K Sell
803
-81
-9% -$24.1K 0.05% 55
2025
Q2 		$256K Sell
884
-50
-5% -$12.8K 0.06% 52
2025
Q1 		$229K Sell
934
-40
-4% -$10.2K 0.06% 52
2024
Q4 		$233K Hold
974
– – 0.05% 53
2024
Q3 		$205K Buy
+974
New +$205K 0.05% 53
2020
Q1 		– Sell
-25,320
Closed -$3.53M – 53
2019
Q4 		$3.53M Sell
25,320
-558
-2% -$71.6K 1.81% 19
2019
Q3 		$3.05M Sell
25,878
-100
-0.4% -$11.3K 1.72% 23
2019
Q2 		$2.9M Buy
25,978
+95
+0.4% +$10.5K 1.7% 25
2019
Q1 		$2.62M Buy
25,883
+820
+3% +$84.5K 1.59% 25
2018
Q4 		$2.45M Buy
25,063
+22,915
+1,067% +$2.44M 1.48% 26
2018
Q3 		$244K Hold
2,148
– – 0.13% 55
2018
Q2 		$226K Buy
+2,148
New +$236K 0.13% 56
2018
Q1 		– Sell
-2,100
Closed -$227K – 56
2017
Q4 		$227K Hold
2,100
– – 0.15% 53
2017
Q3 		$203K Sell
2,100
-200
-9% -$18.4K 0.15% 48
2017
Q2 		$211K Buy
+2,300
New +$198K 0.17% 49
2017
Q1 		– Sell
-3,300
Closed -$277K – 53
2016
Q4 		$277K Buy
+3,300
New +$252K 0.24% 48

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CMH Wealth Management's JPM Position: Q2 2026 in Review

CMH Wealth Management increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $180K and bringing the position to 27,516 shares worth $9.01M. The position accounts for 1.37% of the portfolio, ranked #27.

CMH Wealth Management first reported a position in JPM in Q4 2016 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CMH Wealth Management held 27,516 shares of JPMorgan Chase worth $9.01M as of Q2 2026.
  • CMH Wealth Management bought 580 JPMorgan Chase shares in Q2 2026, an estimated $180K.
  • JPMorgan Chase made up 1.37% of CMH Wealth Management's portfolio in Q2 2026, its #27 holding.
  • CMH Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 19 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.