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 Q2	$265K	Sell	809 -108	-12%	-$33.5K	0.17%	171
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Money Management Services's JPM Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $33.5K and leaving 809 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #171.

Comprehensive Money Management Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $295K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Comprehensive Money Management Services held 809 shares of JPMorgan Chase worth $265K as of Q2 2026.
Comprehensive Money Management Services sold 108 JPMorgan Chase shares in Q2 2026, an estimated $33.5K.
JPMorgan Chase made up 0.17% of Comprehensive Money Management Services's portfolio in Q2 2026, its #171 holding.
Comprehensive Money Management Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's JPMorgan Chase position peaked at $295K in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.