Commonwealth Equity Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $415M | Sell |
1,412,005
-153,141
| -10% | -$46.5M | 0.58% | 21 |
|
|
2025
Q4 | $504M | Sell |
1,565,146
-52,322
| -3% | -$16.2M | 0.67% | 21 |
|
|
2025
Q3 | $510M | Sell |
1,617,468
-145,089
| -8% | -$43.2M | 0.66% | 19 |
|
|
2025
Q2 | $511M | Sell |
1,762,557
-97,449
| -5% | -$24.9M | 0.68% | 16 |
|
|
2025
Q1 | $456M | Buy |
1,860,006
+93,965
| +5% | +$24M | 0.65% | 17 |
|
|
2024
Q4 | $423M | Buy |
1,766,041
+7,886
| +0.4% | +$1.84M | 0.62% | 19 |
|
|
2024
Q3 | $371M | Sell |
1,758,155
-73,015
| -4% | -$15.4M | 0.56% | 21 |
|
|
2024
Q2 | $370M | Buy |
1,831,170
+30,837
| +2% | +$6.03M | 0.59% | 20 |
|
|
2024
Q1 | $361M | Sell |
1,800,333
-6,207
| -0.3% | -$1.12M | 0.6% | 21 |
|
|
2023
Q4 | $307M | Sell |
1,806,540
-13,502
| -0.7% | -$2.05M | 0.56% | 22 |
|
|
2023
Q3 | $264M | Buy |
1,820,042
+54,969
| +3% | +$8.24M | 0.55% | 25 |
|
|
2023
Q2 | $257M | Buy |
1,765,073
+14,229
| +0.8% | +$1.96M | 0.52% | 29 |
|
|
2023
Q1 | $228K | Buy |
1,750,844
+71,714
| +4% | +$9.83M | 0.48% | 31 |
|
|
2022
Q4 | $225M | Buy |
1,679,130
+35,851
| +2% | +$4.54M | 0.54% | 28 |
|
|
2022
Q3 | $172M | Buy |
1,643,279
+53,009
| +3% | +$6.08M | 0.44% | 38 |
|
|
2022
Q2 | $179M | Buy |
1,590,270
+17,724
| +1% | +$2.2M | 0.47% | 41 |
|
|
2022
Q1 | $214M | Buy |
1,572,546
+89,468
| +6% | +$13.2M | 0.49% | 32 |
|
|
2021
Q4 | $235M | Buy |
1,483,078
+46,226
| +3% | +$7.59M | 0.53% | 30 |
|
|
2021
Q3 | $235M | Buy |
1,436,852
+37,025
| +3% | +$5.8M | 0.59% | 25 |
|
|
2021
Q2 | $218M | Buy |
1,399,827
+23,837
| +2% | +$3.74M | 0.55% | 28 |
|
|
2021
Q1 | $209M | Buy |
1,375,990
+25,512
| +2% | +$3.67M | 0.59% | 25 |
|
|
2020
Q4 | $172M | Sell |
1,350,478
-27,604
| -2% | -$3.09M | 0.52% | 31 |
|
|
2020
Q3 | $133M | Buy |
1,378,082
+38,763
| +3% | +$3.81M | 0.45% | 42 |
|
|
2020
Q2 | $126M | Buy |
1,339,319
+130,265
| +11% | +$12.4M | 0.48% | 41 |
|
|
2020
Q1 | $109M | Buy |
1,209,054
+94,381
| +8% | +$11.5M | 0.51% | 39 |
|
|
2019
Q4 | $155M | Buy |
1,114,673
+44,874
| +4% | +$5.76M | 0.59% | 31 |
|
|
2019
Q3 | $126M | Buy |
1,069,799
+12,253
| +1% | +$1.39M | 0.54% | 36 |
|
|
2019
Q2 | $118M | Buy |
1,057,546
+53,812
| +5% | +$5.93M | 0.52% | 35 |
|
|
2019
Q1 | $102M | Buy |
1,003,734
+51,977
| +5% | +$5.35M | 0.47% | 43 |
|
|
2018
Q4 | $92.9M | Buy |
951,757
+71,827
| +8% | +$7.65M | 0.49% | 40 |
|
|
2018
Q3 | $99.3M | Buy |
879,930
+42,129
| +5% | +$4.78M | 0.48% | 41 |
|
|
2018
Q2 | $87.3M | Buy |
837,801
+38,817
| +5% | +$4.26M | 0.46% | 44 |
|
|
2018
Q1 | $87.9M | Buy |
798,984
+22,519
| +3% | +$2.55M | 0.48% | 42 |
|
|
2017
Q4 | $83M | Buy |
776,465
+37,035
| +5% | +$3.75M | 0.45% | 47 |
|
|
2017
Q3 | $70.6M | Buy |
739,430
+21,562
| +3% | +$1.99M | 0.42% | 51 |
|
|
2017
Q2 | $65.6M | Buy |
717,868
+59,370
| +9% | +$5.12M | 0.42% | 52 |
|
|
2017
Q1 | $57.8M | Buy |
658,498
+17,823
| +3% | +$1.57M | 0.39% | 56 |
|
|
2016
Q4 | $55.3M | Buy |
640,675
+42,154
| +7% | +$3.21M | 0.41% | 52 |
|
|
2016
Q3 | $39.9M | Buy |
598,521
+19,610
| +3% | +$1.28M | 0.32% | 69 |
|
|
2016
Q2 | $36M | Buy |
578,911
+30,417
| +6% | +$1.9M | 0.3% | 71 |
|
|
2016
Q1 | $32.5M | Buy |
548,494
+28,941
| +6% | +$1.69M | 0.29% | 72 |
|
|
2015
Q4 | $34.3M | Buy |
519,553
+34,348
| +7% | +$2.24M | 0.32% | 63 |
|
|
2015
Q3 | $29.6M | Buy |
485,205
+21,429
| +5% | +$1.4M | 0.31% | 65 |
|
|
2015
Q2 | $31.4M | Buy |
463,776
+13,635
| +3% | +$890K | 0.31% | 65 |
|
|
2015
Q1 | $27.3M | Buy |
450,141
+43,996
| +11% | +$2.61M | 0.28% | 71 |
|
|
2014
Q4 | $25.4M | Buy |
406,145
+17,200
| +4% | +$1.04M | 0.28% | 73 |
|
|
2014
Q3 | $23.4M | Buy |
388,945
+19,112
| +5% | +$1.12M | 0.28% | 71 |
|
|
2014
Q2 | $21.3M | Sell |
369,833
-1,164
| -0.3% | -$65.4K | 0.26% | 75 |
|
|
2014
Q1 | $22.5M | Buy |
370,997
+16,895
| +5% | +$976K | 0.31% | 66 |
|
|
2013
Q4 | $20.7M | Sell |
354,102
-19,184
| -5% | -$1.05M | 0.3% | 67 |
|
|
2013
Q3 | $19.3M | Buy |
373,286
+26,879
| +8% | +$1.44M | 0.31% | 66 |
|
|
2013
Q2 | $18.3M | Buy |
+346,407
| New | +$17.6M | 0.32% | 66 |
|
Other funds holding JPM
VCM
VPM
Commonwealth Equity Services's JPM Position: Q1 2026 in Review
Commonwealth Equity Services reduced its JPMorgan Chase (JPM) stake by 9.8% in Q1 2026, selling an estimated $46.5M and leaving 1,412,005 shares worth $415M. The position accounts for 0.58% of the portfolio, ranked #21.
Commonwealth Equity Services first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $511M in Q2 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Commonwealth Equity Services held 1,412,005 shares of JPMorgan Chase worth $415M as of Q1 2026.
- Commonwealth Equity Services sold 153,141 JPMorgan Chase shares in Q1 2026, an estimated $46.5M.
- JPMorgan Chase made up 0.58% of Commonwealth Equity Services's portfolio in Q1 2026, its #21 holding.
- Commonwealth Equity Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's JPMorgan Chase position peaked at $511M in Q2 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.