Commonwealth Retirement Investments’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
Q2
$7.59M Sell
23,201
-14,001
-38% -$4.35M 2.06% 13
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

Commonwealth Retirement Investments's JPM Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its JPMorgan Chase (JPM) stake by 38% in Q2 2026, selling an estimated $4.35M and leaving 23,201 shares worth $7.59M. The position accounts for 2.06% of the portfolio, ranked #13.

Commonwealth Retirement Investments first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q1 2025. 2,664 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Commonwealth Retirement Investments held 23,201 shares of JPMorgan Chase worth $7.59M as of Q2 2026.
  • Commonwealth Retirement Investments sold 14,001 JPMorgan Chase shares in Q2 2026, an estimated $4.35M.
  • JPMorgan Chase made up 2.06% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #13 holding.
  • Commonwealth Retirement Investments first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Retirement Investments's JPMorgan Chase position peaked at $12.1M in Q1 2025.
  • 2,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.