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Comprehensive Financial Consultants Institutional’s JPMorgan Chase JPM Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$8.49M Buy
25,922
+143
+0.6% +$44.4K 2.24% 2
2026
Q1 		$7.58M Sell
25,779
-1,704
-6% -$517K 2.25% 2
2025
Q4 		$8.86M Sell
27,483
-977
-3% -$302K 2.67% 2
2025
Q3 		$8.98M Sell
28,460
-937
-3% -$279K 2.78% 1
2025
Q2 		$8.52M Sell
29,397
-1,666
-5% -$425K 2.8% 1
2025
Q1 		$7.62M Sell
31,063
-1,224
-4% -$312K 2.71% 1
2024
Q4 		$7.74M Sell
32,287
-955
-3% -$222K 2.82% 1
2024
Q3 		$7.01M Sell
33,242
-81
-0.2% -$17.1K 2.56% 1
2024
Q2 		$6.74M Buy
33,323
+1,587
+5% +$310K 2.64% 1
2024
Q1 		$6.36M Sell
31,736
-614
-2% -$111K 2.64% 1
2023
Q4 		$5.5M Buy
32,350
+1,420
+5% +$215K 2.56% 1
2023
Q3 		$4.49M Buy
30,930
+1,580
+5% +$237K 2.36% 2
2023
Q2 		$4.5M Buy
29,350
+1,063
+4% +$146K 2.38% 3
2023
Q1 		$3.69M Buy
28,287
+1,420
+5% +$195K 2.08% 4
2022
Q4 		$3.75M Buy
26,867
+1,033
+4% +$131K 2.26% 1
2022
Q3 		$2.99M Buy
25,834
+2,397
+10% +$275K 1.97% 4
2022
Q2 		$2.65M Buy
23,437
+140
+0.6% +$17.3K 1.88% 7
2022
Q1 		$2.88M Buy
23,297
+1,281
+6% +$189K 2.01% 4
2021
Q4 		$3.26M Buy
+22,016
New +$3.62M 2.09% 4

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

Comprehensive Financial Consultants Institutional's JPM Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its JPMorgan Chase (JPM) stake by 0.55% in Q2 2026, buying an estimated $44.4K and bringing the position to 25,922 shares worth $8.49M. The position accounts for 2.24% of the portfolio, ranked #2.

Comprehensive Financial Consultants Institutional first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.98M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 25,922 shares of JPMorgan Chase worth $8.49M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 143 JPMorgan Chase shares in Q2 2026, an estimated $44.4K.
  • JPMorgan Chase made up 2.24% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #2 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's JPMorgan Chase position peaked at $8.98M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.