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CRA Financial Services’s JPMorgan Chase JPM Stock Holding History

CRA Financial 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 		$3.92M Buy
11,963
+282
+2% +$87.6K 0.45% 44
2026
Q1 		$3.44M Buy
11,681
+17
+0.1% +$5.16K 0.45% 50
2025
Q4 		$3.76M Buy
11,664
+40
+0.3% +$12.4K 0.49% 46
2025
Q3 		$3.67M Buy
11,624
+324
+3% +$96.4K 0.5% 42
2025
Q2 		$3.28M Buy
11,300
+191
+2% +$48.7K 0.5% 43
2025
Q1 		$2.73M Buy
11,109
+512
+5% +$131K 0.47% 45
2024
Q4 		$2.54M Buy
10,597
+457
+5% +$106K 0.44% 47
2024
Q3 		$2.14M Buy
10,140
+73
+0.7% +$15.4K 0.39% 46
2024
Q2 		$2.04M Sell
10,067
-136
-1% -$26.6K 0.41% 44
2024
Q1 		$2.04M Buy
10,203
+82
+0.8% +$14.8K 0.44% 43
2023
Q4 		$1.72M Buy
10,121
+120
+1% +$18.2K 0.42% 49
2023
Q3 		$1.45M Sell
10,001
-135
-1% -$20.2K 0.4% 52
2023
Q2 		$1.47M Buy
10,136
+158
+2% +$21.7K 0.4% 49
2023
Q1 		$1.3M Buy
9,978
+379
+4% +$51.9K 0.39% 50
2022
Q4 		$1.29M Buy
9,599
+175
+2% +$22.2K 0.42% 49
2022
Q3 		$985K Buy
9,424
+1,109
+13% +$127K 0.35% 55
2022
Q2 		$936K Sell
8,315
-1,389
-14% -$172K 0.32% 65
2022
Q1 		$1.32M Buy
9,704
+2,227
+30% +$329K 0.4% 46
2021
Q4 		$1.18M Buy
7,477
+1,267
+20% +$208K 0.35% 52
2021
Q3 		$1.02M Buy
6,210
+555
+10% +$87K 0.34% 52
2021
Q2 		$880K Buy
5,655
+117
+2% +$18.4K 0.31% 61
2021
Q1 		$843K Buy
5,538
+101
+2% +$14.5K 0.33% 59
2020
Q4 		$691K Buy
5,437
+233
+4% +$26K 0.29% 74
2020
Q3 		$501K Sell
5,204
-506
-9% -$49.7K 0.24% 82
2020
Q2 		$537K Sell
5,710
-97
-2% -$9.2K 0.28% 78
2020
Q1 		$523K Buy
5,807
+518
+10% +$62.9K 0.33% 71
2019
Q4 		$737K Buy
5,289
+5
+0.1% +$641 0.4% 54
2019
Q3 		$622K Sell
5,284
-855
-14% -$96.7K 0.38% 63
2019
Q2 		$687K Buy
6,139
+107
+2% +$11.8K 0.41% 53
2019
Q1 		$611K Buy
6,032
+105
+2% +$10.8K 0.4% 59
2018
Q4 		$579K Buy
+5,927
New +$631K 0.42% 57

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CRA Financial Services's JPM Position: Q2 2026 in Review

CRA Financial Services increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $87.6K and bringing the position to 11,963 shares worth $3.92M. The position accounts for 0.45% of the portfolio, ranked #44.

CRA Financial Services first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CRA Financial Services held 11,963 shares of JPMorgan Chase worth $3.92M as of Q2 2026.
  • CRA Financial Services bought 282 JPMorgan Chase shares in Q2 2026, an estimated $87.6K.
  • JPMorgan Chase made up 0.45% of CRA Financial Services's portfolio in Q2 2026, its #44 holding.
  • CRA Financial Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.