CRA Financial Services’s JPMorgan Chase JPM Stock Holding History
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
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. 5,155 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.
- 5,155 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.