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Commonwealth Retirement Investments’s JPMorgan Chase JPM Stock Holding History

Commonwealth Retirement Investments’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
Q1 		$10.9M Buy
37,202
+699
+2% +$212K 3.39% 5
2025
Q4 		$11.8M Sell
36,503
-29
-0.1% -$8.98K 3.79% 4
2025
Q3 		$11.5M Buy
36,532
+340
+0.9% +$101K 3.92% 4
2025
Q2 		$10.5M Sell
36,192
-12,932
-26% -$3.3M 3.99% 3
2025
Q1 		$12.1M Buy
49,124
+38
+0.1% +$9.69K 4.9% 2
2024
Q4 		$11.8M Sell
49,086
-159
-0.3% -$37K 4.85% 2
2024
Q3 		$10.4M Buy
49,245
+430
+0.9% +$90.6K 4.35% 3
2024
Q2 		$9.87M Sell
48,815
-749
-2% -$146K 4.52% 3
2024
Q1 		$9.93M Sell
49,564
-1,121
-2% -$202K 4.74% 3
2023
Q4 		$8.62M Sell
50,685
-137
-0.3% -$20.8K 4.57% 4
2023
Q3 		$7.37M Buy
50,822
+596
+1% +$89.3K 4.25% 6
2023
Q2 		$7.3M Buy
50,226
+1,234
+3% +$170K 4.07% 4
2023
Q1 		$6.38M Buy
48,992
+414
+0.9% +$56.7K 3.79% 8
2022
Q4 		$6.51M Buy
+48,578
New +$6.16M 3.95% 5

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Commonwealth Retirement Investments's JPM Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $212K and bringing the position to 37,202 shares worth $10.9M. The position accounts for 3.39% of the portfolio, ranked #5.

Commonwealth Retirement Investments first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.1M in Q1 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Commonwealth Retirement Investments held 37,202 shares of JPMorgan Chase worth $10.9M as of Q1 2026.
  • Commonwealth Retirement Investments bought 699 JPMorgan Chase shares in Q1 2026, an estimated $212K.
  • JPMorgan Chase made up 3.39% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #5 holding.
  • Commonwealth Retirement Investments first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Retirement Investments's JPMorgan Chase position peaked at $12.1M in Q1 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.