Commonwealth Financial Services
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Commonwealth Financial Services’s JPMorgan Chase JPM Stock Holding History

Commonwealth Financial Services’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
Q3 		$4.64M Sell
14,017
-5,154
-27% -$1.8M 0.83% 24
2026
Q2 		$4.67M Buy
19,171
+5,220
+37% +$1.62M 0.63% 33
2026
Q1 		$4.1M Sell
13,951
-1,545
-10% -$469K 0.65% 34
2025
Q4 		$4.99M Sell
15,496
-1,583
-9% -$490K 0.82% 32
2025
Q3 		$5.39M Buy
17,079
+117
+0.7% +$34.8K 0.92% 32
2025
Q2 		$4.92M Buy
16,962
+83
+0.5% +$21.2K 0.95% 30
2025
Q1 		$4.14M Buy
16,879
+827
+5% +$211K 0.85% 34
2024
Q4 		$3.85M Buy
16,052
+809
+5% +$188K 0.75% 35
2024
Q3 		$3.16M Buy
15,243
+1,756
+13% +$370K 0.62% 39
2024
Q2 		$2.77M Sell
13,487
-1,023
-7% -$200K 0.57% 36
2024
Q1 		$2.47M Hold
14,510
– – 0.58% 36
2023
Q4 		$2.47M Buy
14,510
+20
+0.1% +$3.03K 0.58% 36
2023
Q3 		$2.1M Buy
+14,490
New +$2.17M 0.63% 38
2017
Q1 		$325K Buy
3,769
+73
+2% +$6.44K 0.35% 33
2016
Q4 		$309K Sell
3,696
-57
-2% -$4.35K 0.3% 38
2016
Q3 		$250K Buy
3,753
+1,763
+89% +$115K 0.24% 51
2016
Q2 		$124K Sell
1,990
-467
-19% -$29.2K 0.15% 61
2016
Q1 		$146K Sell
2,457
-1,757
-42% -$103K 0.22% 46
2015
Q4 		$278K Buy
+4,214
New +$274K 0.94% 36

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Commonwealth Financial Services's JPM Position: Q3 2026 in Review

Commonwealth Financial Services reduced its JPMorgan Chase (JPM) stake by 27% in Q3 2026, selling an estimated $1.8M and leaving 14,017 shares worth $4.64M. The position accounts for 0.83% of the portfolio, ranked #24.

Commonwealth Financial Services first reported a position in JPM in Q4 2015 and has held it in 19 quarters since. The position peaked at $5.39M in Q3 2025. 1,265 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Commonwealth Financial Services held 14,017 shares of JPMorgan Chase worth $4.64M as of Q3 2026.
  • Commonwealth Financial Services sold 5,154 JPMorgan Chase shares in Q3 2026, an estimated $1.8M.
  • JPMorgan Chase made up 0.83% of Commonwealth Financial Services's portfolio in Q3 2026, its #24 holding.
  • Commonwealth Financial Services first reported a position in JPMorgan Chase in Q4 2015 and has held it in 19 quarters since.
  • Commonwealth Financial Services's JPMorgan Chase position peaked at $5.39M in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.