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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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.