Consolidated Portfolio Review Corp’s JPMorgan Chase JPM Stock Holding History

Consolidated Portfolio Review Corp’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	$7.04M	Hold	21,500	–	–	0.59%	22
2026 Q1	$6.32M	Hold	21,500	–	–	0.58%	21
2025 Q4	$6.93M	Buy	21,500 +10,768	+100%	+$3.33M	0.6%	19
2025 Q3	$3.39M	Buy	10,732 +429	+4%	+$128K	0.43%	59
2025 Q2	$2.99M	Buy	10,303 +484	+5%	+$124K	0.41%	60
2025 Q1	$2.41M	Buy	9,819 +642	+7%	+$164K	0.39%	67
2024 Q4	$2.2M	Buy	9,177 +4,231	+86%	+$985K	0.35%	81
2024 Q3	$1.04M	Sell	4,946 -190	-4%	-$40K	0.23%	111
2024 Q2	$1.04M	Buy	5,136 +2,837	+123%	+$555K	0.24%	99
2024 Q1	$461K	Sell	2,299 -7,165	-76%	-$1.29M	0.12%	170
2023 Q4	$1.61M	Sell	9,464 -1,992	-17%	-$302K	0.37%	72
2023 Q3	$1.66M	Buy	11,456 +180	+2%	+$27K	0.4%	71
2023 Q2	$1.64M	Sell	11,276 -8	-0.1%	-$1.1K	0.39%	72
2023 Q1	$1.47M	Buy	+11,284	New	+$1.55M	0.4%	67

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Consolidated Portfolio Review Corp's JPM Position: Q2 2026 in Review

Consolidated Portfolio Review Corp held its JPMorgan Chase (JPM) position steady in Q2 2026 at 21,500 shares worth $7.04M. The position accounts for 0.59% of the portfolio, ranked #22.

Consolidated Portfolio Review Corp first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 3,159 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Consolidated Portfolio Review Corp held 21,500 shares of JPMorgan Chase worth $7.04M as of Q2 2026.
Consolidated Portfolio Review Corp left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.59% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #22 holding.
Consolidated Portfolio Review Corp first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
3,159 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.