JP Morgan Chase
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JP Morgan Chase’s CB Financial Services CBFV Stock Holding History

JP Morgan Chase’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.1K Sell
2,145
-1,465
-41% -$51.3K ﹤0.01% 5984
2025
Q4 		$126K Sell
3,610
-599
-14% -$20.3K ﹤0.01% 5766
2025
Q3 		$140K Buy
4,209
+1,752
+71% +$55.5K ﹤0.01% 5729
2025
Q2 		$70K Buy
2,457
+2,212
+903% +$63.1K ﹤0.01% 5763
2025
Q1 		$6.97K Buy
+245
New +$7.04K ﹤0.01% 6377
2023
Q4 		– Sell
-269
Closed -$5.83K – 7552
2023
Q3 		$5.83K Buy
+269
New +$5.81K ﹤0.01% 6352
2023
Q2 		– Sell
-1
Closed – – 6956
2023
Q1 		$0 Hold
1
– – ﹤0.01% 6729
2022
Q4 		$0 Buy
+1
New +$22 ﹤0.01% 6575
2021
Q3 		– Sell
-1,604
Closed -$36K – 6496
2021
Q2 		$36K Sell
1,604
-22,643
-93% -$493K ﹤0.01% 5821
2021
Q1 		$537K Buy
24,247
+609
+3% +$12.5K ﹤0.01% 4632
2020
Q4 		$473K Buy
23,638
+7,946
+51% +$167K ﹤0.01% 4401
2020
Q3 		$296K Sell
15,692
-443
-3% -$8.35K ﹤0.01% 4199
2020
Q2 		$352K Buy
+16,135
New +$360K ﹤0.01% 4008
2020
Q1 		– Sell
-100
Closed -$3K – 5329
2019
Q4 		$3K Sell
100
-85
-46% -$2.41K ﹤0.01% 5508
2019
Q3 		$5K Buy
185
+82
+80% +$2.07K ﹤0.01% 5563
2019
Q2 		$2K Sell
103
-1,037
-91% -$24.4K ﹤0.01% 5683
2019
Q1 		$27K Sell
1,140
-216
-16% -$5.38K ﹤0.01% 5324
2018
Q4 		$34K Buy
1,356
+274
+25% +$7.34K ﹤0.01% 5191
2018
Q3 		$33K Sell
1,082
-141
-12% -$4.58K ﹤0.01% 5322
2018
Q2 		$42K Buy
+1,223
New +$41.2K ﹤0.01% 5131

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase's CBFV Position: Q1 2026 in Review

JP Morgan Chase reduced its CB Financial Services (CBFV) stake by 41% in Q1 2026, selling an estimated $51.3K and leaving 2,145 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5984.

JP Morgan Chase first reported a position in CBFV in Q2 2018 and has held it in 20 quarters since. The position peaked at $537K in Q1 2021. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • JP Morgan Chase held 2,145 shares of CB Financial Services worth $75.1K as of Q1 2026.
  • JP Morgan Chase sold 1,465 CB Financial Services shares in Q1 2026, an estimated $51.3K.
  • CB Financial Services made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5984 holding.
  • JP Morgan Chase first reported a position in CB Financial Services in Q2 2018 and has held it in 20 quarters since.
  • JP Morgan Chase's CB Financial Services position peaked at $537K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.