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Cynosure Group’s JPMorgan Chase JPM Stock Holding History

Cynosure Group’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 		$1.54M Sell
5,235
-1,449
-22% -$440K 0.19% 46
2025
Q4 		$2.15M Sell
6,684
-6,018
-47% -$1.86M 0.22% 48
2025
Q3 		$4.01M Sell
12,702
-3,005
-19% -$894K 0.44% 32
2025
Q2 		$4.55M Buy
15,707
+424
+3% +$108K 0.52% 27
2025
Q1 		$3.75M Buy
15,283
+472
+3% +$120K 0.52% 27
2024
Q4 		$3.55M Sell
14,811
-2,731
-16% -$636K 0.53% 29
2024
Q3 		$3.7M Buy
17,542
+422
+2% +$88.9K 0.54% 31
2024
Q2 		$3.46M Buy
17,120
+969
+6% +$189K 0.56% 29
2024
Q1 		$3.24M Buy
16,151
+5,702
+55% +$1.03M 0.58% 27
2023
Q4 		$1.78M Buy
10,449
+332
+3% +$50.3K 0.32% 70
2023
Q3 		$1.47M Buy
10,117
+632
+7% +$94.7K 0.45% 52
2023
Q2 		$1.38M Buy
+9,485
New +$1.3M 0.41% 55
2020
Q2 		– Sell
-22,556
Closed -$2.03M – 39
2020
Q1 		$2.03M Buy
22,556
+14,931
+196% +$1.81M 1.45% 17
2019
Q4 		$1.06M Hold
7,625
– – 0.57% 14
2019
Q3 		$897K Sell
7,625
-2,697
-26% -$305K 0.49% 18
2019
Q2 		$1.15M Buy
+10,322
New +$1.14M 0.53% 17

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

Cynosure Group's JPM Position: Q1 2026 in Review

Cynosure Group reduced its JPMorgan Chase (JPM) stake by 22% in Q1 2026, selling an estimated $440K and leaving 5,235 shares worth $1.54M. The position accounts for 0.19% of the portfolio, ranked #46.

Cynosure Group first reported a position in JPM in Q2 2019 and has held it in 16 quarters since. The position peaked at $4.55M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cynosure Group held 5,235 shares of JPMorgan Chase worth $1.54M as of Q1 2026.
  • Cynosure Group sold 1,449 JPMorgan Chase shares in Q1 2026, an estimated $440K.
  • JPMorgan Chase made up 0.19% of Cynosure Group's portfolio in Q1 2026, its #46 holding.
  • Cynosure Group first reported a position in JPMorgan Chase in Q2 2019 and has held it in 16 quarters since.
  • Cynosure Group's JPMorgan Chase position peaked at $4.55M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.