JWA
CME icon

JFS Wealth Advisors’s CME Group CME Stock Holding History

JFS Wealth Advisors’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2K Sell
96
-25
-21% -$6.92K ﹤0.01% 758
2026
Q1 		$35.7K Sell
121
-38
-24% -$11.3K ﹤0.01% 589
2025
Q4 		$43.4K Buy
159
+81
+104% +$22K ﹤0.01% 563
2025
Q3 		$21.1K Hold
78
– – ﹤0.01% 683
2025
Q2 		$21.5K Hold
78
– – ﹤0.01% 642
2025
Q1 		$20.7K Hold
78
– – ﹤0.01% 651
2024
Q4 		$18.1K Hold
78
– – ﹤0.01% 673
2024
Q3 		$17.2K Hold
78
– – ﹤0.01% 673
2024
Q2 		$15.3K Sell
78
-1
-1% -$207 ﹤0.01% 665
2024
Q1 		$17K Sell
79
-9
-10% -$1.89K ﹤0.01% 660
2023
Q4 		$18.5K Buy
88
+29
+49% +$6.19K ﹤0.01% 603
2023
Q3 		$11.8K Buy
59
+1
+2% +$199 ﹤0.01% 674
2023
Q2 		$10.7K Hold
58
– – ﹤0.01% 708
2023
Q1 		$11.1K Buy
58
+13
+29% +$2.35K ﹤0.01% 682
2022
Q4 		$7.57K Sell
45
-31
-41% -$5.39K ﹤0.01% 819
2022
Q3 		$13K Sell
76
-52
-41% -$10.3K ﹤0.01% 656
2022
Q2 		$26K Buy
128
+33
+35% +$7K ﹤0.01% 536
2022
Q1 		$23K Buy
95
+49
+107% +$11.5K ﹤0.01% 566
2021
Q4 		$11K Buy
46
+23
+100% +$5.06K ﹤0.01% 672
2021
Q3 		$4K Buy
+23
New +$4.66K ﹤0.01% 730
2016
Q1 		– Sell
-59
Closed -$5K – 634
2015
Q4 		$5K Buy
+59
New +$5.55K ﹤0.01% 446
2015
Q3 		– Sell
-23
Closed -$2K – 491
2015
Q2 		$2K Hold
23
– – ﹤0.01% 463
2015
Q1 		$2K Hold
23
– – ﹤0.01% 459
2014
Q4 		$2K Buy
23
+8
+53% +$678 ﹤0.01% 476
2014
Q3 		$1K Sell
15
-3
-17% -$226 ﹤0.01% 453
2014
Q2 		$1K Buy
+18
New +$1.27K ﹤0.01% 450

Other funds holding CME

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JFS Wealth Advisors's CME Position: Q2 2026 in Review

JFS Wealth Advisors reduced its CME Group (CME) stake by 21% in Q2 2026, selling an estimated $6.92K and leaving 96 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

JFS Wealth Advisors first reported a position in CME in Q2 2014 and has held it in 26 quarters since. The position peaked at $43.4K in Q4 2025. 1,694 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • JFS Wealth Advisors held 96 shares of CME Group worth $21.2K as of Q2 2026.
  • JFS Wealth Advisors sold 25 CME Group shares in Q2 2026, an estimated $6.92K.
  • CME Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #758 holding.
  • JFS Wealth Advisors first reported a position in CME Group in Q2 2014 and has held it in 26 quarters since.
  • JFS Wealth Advisors's CME Group position peaked at $43.4K in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.