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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CSM Advisors's JPM Position: Q1 2026 in Review

CSM Advisors reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2026, selling an estimated $6.36M and leaving 146,524 shares worth $43.1M. The position accounts for 1.06% of the portfolio, ranked #18.

CSM Advisors first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $63.1M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CSM Advisors held 146,524 shares of JPMorgan Chase worth $43.1M as of Q1 2026.
  • CSM Advisors sold 20,947 JPMorgan Chase shares in Q1 2026, an estimated $6.36M.
  • JPMorgan Chase made up 1.06% of CSM Advisors's portfolio in Q1 2026, its #18 holding.
  • CSM Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • CSM Advisors's JPMorgan Chase position peaked at $63.1M in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.