Comprehensive Financial Management’s JPMorgan Chase JPM Stock Holding History

Comprehensive Financial Management’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	$345K	Hold	1,053	–	–	0.01%	33
2026 Q1	$310K	Hold	1,053	–	–	0.01%	33
2025 Q4	$339K	Hold	1,053	–	–	0.01%	33
2025 Q3	$332K	Hold	1,053	–	–	0.01%	37
2025 Q2	$305K	Hold	1,053	–	–	0.01%	40
2025 Q1	$258K	Hold	1,053	–	–	0.01%	36
2024 Q4	$252K	Hold	1,053	–	–	0.01%	37
2024 Q3	$222K	Hold	1,053	–	–	0.01%	39
2024 Q2	$213K	Hold	1,053	–	–	0.01%	41
2024 Q1	$211K	Buy	+1,053	New	+$190K	0.01%	38

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Comprehensive Financial Management's JPM Position: Q2 2026 in Review

Comprehensive Financial Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,053 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #33.

Comprehensive Financial Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Comprehensive Financial Management held 1,053 shares of JPMorgan Chase worth $345K as of Q2 2026.
Comprehensive Financial Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.01% of Comprehensive Financial Management's portfolio in Q2 2026, its #33 holding.
Comprehensive Financial Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.