Comprehensive Money Management Services’s JPMorgan Chase JPM Stock Holding History

Comprehensive Money Management Services’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	$270K	Hold	917	–	–	0.18%	167
2025 Q4	$295K	Hold	917	–	–	0.2%	148
2025 Q3	$289K	Hold	917	–	–	0.2%	153
2025 Q2	$266K	Sell	917 -42	-4%	-$10.7K	0.2%	147
2025 Q1	$235K	Buy	959 +12	+1%	+$3.06K	0.19%	157
2024 Q4	$227K	Buy	+947	New	+$221K	0.19%	159

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Comprehensive Money Management Services's JPM Position: Q1 2026 in Review

Comprehensive Money Management Services held its JPMorgan Chase (JPM) position steady in Q1 2026 at 917 shares worth $270K. The position accounts for 0.18% of the portfolio, ranked #167.

Comprehensive Money Management Services first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $295K in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Comprehensive Money Management Services held 917 shares of JPMorgan Chase worth $270K as of Q1 2026.
Comprehensive Money Management Services left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.18% of Comprehensive Money Management Services's portfolio in Q1 2026, its #167 holding.
Comprehensive Money Management Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's JPMorgan Chase position peaked at $295K in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.