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CWS Financial Advisors’s JPMorgan Chase JPM Stock Holding History

CWS Financial 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 		$1.36M Buy
4,615
+18
+0.4% +$5.46K 0.35% 47
2025
Q4 		$1.48M Buy
4,597
+1
+0% +$310 0.4% 40
2025
Q3 		$1.45M Buy
4,596
+1
+0% +$297 0.4% 37
2025
Q2 		$1.33M Sell
4,595
-266
-5% -$67.9K 0.39% 38
2025
Q1 		$1.19M Buy
4,861
+315
+7% +$80.3K 0.38% 38
2024
Q4 		$1.09M Buy
4,546
+1
+0% +$233 0.35% 34
2024
Q3 		$958K Buy
4,545
+1
+0% +$211 0.34% 33
2024
Q2 		$919K Sell
4,544
-17
-0.4% -$3.32K 0.36% 30
2024
Q1 		$914K Sell
4,561
-1,659
-27% -$299K 0.37% 27
2023
Q4 		$1.06M Sell
6,220
-364
-6% -$55.2K 0.4% 36
2023
Q3 		$955K Buy
6,584
+2
+0% +$300 0.38% 42
2023
Q2 		$957K Buy
6,582
+110
+2% +$15.1K 0.36% 44
2023
Q1 		$843K Buy
6,472
+341
+6% +$46.7K 0.34% 46
2022
Q4 		$933K Sell
6,131
-422
-6% -$53.5K 0.4% 39
2022
Q3 		$685K Sell
6,553
-800
-11% -$91.8K 0.33% 54
2022
Q2 		$828K Buy
7,353
+482
+7% +$59.7K 0.38% 41
2022
Q1 		$937K Buy
6,871
+166
+2% +$24.5K 0.35% 44
2021
Q4 		$1.06M Buy
+6,705
New +$1.1M 0.37% 41
2021
Q2 		$970K Buy
6,237
+106
+2% +$16.6K 0.39% 38
2021
Q1 		$933K Buy
6,131
+3
+0% +$432 0.4% 39
2020
Q4 		$779K Buy
6,128
+2
+0% +$224 0.45% 46
2020
Q3 		$590K Sell
6,126
-2
-0% -$196 0.39% 55
2020
Q2 		$576K Buy
6,128
+1,160
+23% +$110K 0.42% 52
2020
Q1 		$693K Hold
4,968
– – 0.51% 29
2019
Q4 		$693K Buy
+4,968
New +$637K 0.51% 29

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

CWS Financial Advisors's JPM Position: Q1 2026 in Review

CWS Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.39% in Q1 2026, buying an estimated $5.46K and bringing the position to 4,615 shares worth $1.36M. The position accounts for 0.35% of the portfolio, ranked #47.

CWS Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.48M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CWS Financial Advisors held 4,615 shares of JPMorgan Chase worth $1.36M as of Q1 2026.
  • CWS Financial Advisors bought 18 JPMorgan Chase shares in Q1 2026, an estimated $5.46K.
  • JPMorgan Chase made up 0.35% of CWS Financial Advisors's portfolio in Q1 2026, its #47 holding.
  • CWS Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's JPMorgan Chase position peaked at $1.48M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.