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CSM Advisors’s JPMorgan Chase JPM Stock Holding History

CSM Advisors’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 		$47.1M Sell
144,025
-2,499
-2% -$776K 1.01% 20
2026
Q1 		$43.1M Sell
146,524
-20,947
-13% -$6.36M 1.06% 18
2025
Q4 		$54M Sell
167,471
-5,353
-3% -$1.66M 1.47% 8
2025
Q3 		$54.5M Sell
172,824
-44,864
-21% -$13.3M 1.52% 6
2025
Q2 		$63.1M Buy
217,688
+124,546
+134% +$31.8M 1.84% 5
2025
Q1 		$22.8M Sell
93,142
-2,135
-2% -$544K 1.25% 18
2024
Q4 		$22.8M Sell
95,277
-2,523
-3% -$588K 1.07% 21
2024
Q3 		$20.6M Sell
97,800
-2,452
-2% -$516K 1.34% 25
2024
Q2 		$20.3M Sell
100,252
-1,489
-1% -$291K 1.43% 20
2024
Q1 		$20.4M Buy
101,741
+1,970
+2% +$355K 1.34% 23
2023
Q4 		$17M Sell
99,771
-1,738
-2% -$263K 1.22% 20
2023
Q3 		$14.7M Sell
101,509
-1,640
-2% -$246K 1.28% 17
2023
Q2 		$15M Sell
103,149
-4,140
-4% -$569K 1.13% 21
2023
Q1 		$14M Buy
107,289
+7,699
+8% +$1.05M 1.21% 20
2022
Q4 		$13.4M Buy
99,590
+1,750
+2% +$222K 1.27% 19
2022
Q3 		$10.2M Sell
97,840
-11,380
-10% -$1.31M 1.12% 21
2022
Q2 		$12.3M Buy
109,220
+1,310
+1% +$162K 1.12% 19
2022
Q1 		$14.7M Sell
107,910
-10,480
-9% -$1.55M 1.01% 23
2021
Q4 		$18.8M Sell
118,390
-370
-0.3% -$60.8K 1.24% 19
2021
Q3 		$19.4M Buy
118,760
+300
+0.3% +$47K 1.44% 15
2021
Q2 		$18.4M Sell
118,460
-10,840
-8% -$1.7M 1.22% 22
2021
Q1 		$19.7M Buy
+129,300
New +$18.6M 2.77% 9

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CSM Advisors's JPM Position: Q2 2026 in Review

CSM Advisors reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $776K and leaving 144,025 shares worth $47.1M. The position accounts for 1.01% of the portfolio, ranked #20.

CSM Advisors first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $63.1M in Q2 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • CSM Advisors held 144,025 shares of JPMorgan Chase worth $47.1M as of Q2 2026.
  • CSM Advisors sold 2,499 JPMorgan Chase shares in Q2 2026, an estimated $776K.
  • JPMorgan Chase made up 1.01% of CSM Advisors's portfolio in Q2 2026, its #20 holding.
  • CSM Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • CSM Advisors's JPMorgan Chase position peaked at $63.1M in Q2 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.