CFS
JPM icon

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
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

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

Commonwealth Financial Services's JPM Position: Q2 2026 in Review

Commonwealth Financial Services increased its JPMorgan Chase (JPM) stake by 37% in Q2 2026, buying an estimated $1.62M and bringing the position to 19,171 shares worth $4.67M. The position accounts for 0.63% of the portfolio, ranked #33.

Commonwealth Financial Services first reported a position in JPM in Q4 2015 and has held it in 18 quarters since. The position peaked at $5.39M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Commonwealth Financial Services held 19,171 shares of JPMorgan Chase worth $4.67M as of Q2 2026.
  • Commonwealth Financial Services bought 5,220 JPMorgan Chase shares in Q2 2026, an estimated $1.62M.
  • JPMorgan Chase made up 0.63% of Commonwealth Financial Services's portfolio in Q2 2026, its #33 holding.
  • Commonwealth Financial Services first reported a position in JPMorgan Chase in Q4 2015 and has held it in 18 quarters since.
  • Commonwealth Financial Services's JPMorgan Chase position peaked at $5.39M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.