JP Morgan Chase
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JP Morgan Chase’s CMS Energy CMS Stock Holding History

JP Morgan Chase’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28B Buy
16,409,389
+569,705
+4% +$42.7M 0.07% 241
2026
Q1 		$1.22B Sell
15,839,684
-860,611
-5% -$63.9M 0.08% 231
2025
Q4 		$1.17B Sell
16,700,295
-2,223,810
-12% -$162M 0.07% 248
2025
Q3 		$1.39B Sell
18,924,105
-1,894,572
-9% -$136M 0.08% 224
2025
Q2 		$1.44B Sell
20,818,677
-2,555,725
-11% -$182M 0.09% 206
2025
Q1 		$1.76B Sell
23,374,402
-2,214,985
-9% -$155M 0.13% 164
2024
Q4 		$1.71B Sell
25,589,387
-1,424,777
-5% -$98M 0.13% 164
2024
Q3 		$1.91B Buy
27,014,164
+1,959,051
+8% +$129M 0.15% 148
2024
Q2 		$1.49B Buy
25,055,113
+2,392,149
+11% +$145M 0.12% 167
2024
Q1 		$1.37B Buy
22,662,964
+2,786,071
+14% +$161M 0.12% 174
2023
Q4 		$1.15B Sell
19,876,893
-1,235,777
-6% -$69M 0.11% 186
2023
Q3 		$1.12B Sell
21,112,670
-80,531
-0.4% -$4.66M 0.12% 177
2023
Q2 		$1.25B Buy
21,193,201
+1,532,826
+8% +$92.5M 0.14% 164
2023
Q1 		$1.21B Buy
19,660,375
+774,927
+4% +$47.6M 0.15% 154
2022
Q4 		$1.2B Buy
18,885,448
+922,417
+5% +$54.5M 0.16% 144
2022
Q3 		$1.05B Buy
17,963,031
+1,710,259
+11% +$115M 0.15% 152
2022
Q2 		$1.1B Buy
16,252,772
+61,795
+0.4% +$4.27M 0.15% 150
2022
Q1 		$1.13B Buy
16,190,977
+214,355
+1% +$13.9M 0.14% 163
2021
Q4 		$1.04B Buy
15,976,622
+189,292
+1% +$11.6M 0.12% 192
2021
Q3 		$943M Sell
15,787,330
-1,683,380
-10% -$105M 0.12% 194
2021
Q2 		$1.03B Sell
17,470,710
-3,954,096
-18% -$246M 0.12% 186
2021
Q1 		$1.31B Buy
21,424,806
+5,087
+0% +$292K 0.18% 139
2020
Q4 		$1.31B Buy
21,419,719
+719,810
+3% +$45M 0.19% 124
2020
Q3 		$1.26B Buy
20,699,909
+4,135,462
+25% +$253M 0.21% 104
2020
Q2 		$968M Buy
16,564,447
+5,909
+0% +$342K 0.19% 129
2020
Q1 		$973M Sell
16,558,538
-3,193,258
-16% -$204M 0.23% 94
2019
Q4 		$1.24B Buy
19,751,796
+2,721,541
+16% +$170M 0.23% 93
2019
Q3 		$1.09B Buy
17,030,255
+199,730
+1% +$12.1M 0.22% 100
2019
Q2 		$968M Buy
16,830,525
+1,064,151
+7% +$59.7M 0.19% 112
2019
Q1 		$876M Buy
15,766,374
+175,679
+1% +$9.26M 0.18% 122
2018
Q4 		$774M Buy
15,590,695
+356,499
+2% +$18M 0.18% 129
2018
Q3 		$746M Buy
15,234,196
+112,508
+0.7% +$5.48M 0.14% 151
2018
Q2 		$715M Sell
15,121,688
-1,915,221
-11% -$86.5M 0.15% 143
2018
Q1 		$772M Sell
17,036,909
-5,360,467
-24% -$235M 0.17% 137
2017
Q4 		$1.06B Buy
22,397,376
+921,168
+4% +$44.6M 0.22% 93
2017
Q3 		$995M Buy
21,476,208
+694,563
+3% +$32.8M 0.22% 94
2017
Q2 		$961M Buy
20,781,645
+2,145,055
+12% +$99.2M 0.22% 90
2017
Q1 		$834M Sell
18,636,590
-243,356
-1% -$10.5M 0.19% 110
2016
Q4 		$786M Sell
18,879,946
-1,723,013
-8% -$70.4M 0.19% 119
2016
Q3 		$866M Sell
20,602,959
-509,609
-2% -$22.2M 0.21% 106
2016
Q2 		$968M Buy
21,112,568
+305,407
+1% +$12.8M 0.24% 95
2016
Q1 		$883M Buy
20,807,161
+2,490,046
+14% +$97.5M 0.23% 100
2015
Q4 		$661M Sell
18,317,115
-952,340
-5% -$33.9M 0.17% 144
2015
Q3 		$681M Sell
19,269,455
-1,397,058
-7% -$47.1M 0.18% 126
2015
Q2 		$658M Sell
20,666,513
-905,887
-4% -$30.4M 0.16% 158
2015
Q1 		$753M Buy
21,572,400
+5,097,665
+31% +$181M 0.17% 133
2014
Q4 		$572M Sell
16,474,735
-7,356
-0% -$240K 0.13% 179
2014
Q3 		$489M Sell
16,482,091
-1,596,326
-9% -$47.6M 0.12% 199
2014
Q2 		$563M Buy
18,078,417
+249,129
+1% +$7.41M 0.14% 156
2014
Q1 		$522M Buy
17,829,288
+962,724
+6% +$26.7M 0.14% 167
2013
Q4 		$452M Buy
16,866,564
+946,536
+6% +$25.5M 0.13% 180
2013
Q3 		$419M Buy
15,920,028
+2,603,958
+20% +$70.7M 0.12% 192
2013
Q2 		$362M Buy
+13,316,070
New +$374M 0.12% 211

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase's CMS Position: Q2 2026 in Review

JP Morgan Chase increased its CMS Energy (CMS) stake by 3.6% in Q2 2026, buying an estimated $42.7M and bringing the position to 16,409,389 shares worth $1.28B. The position accounts for 0.07% of the portfolio, ranked #241.

JP Morgan Chase first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.91B in Q3 2024. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • JP Morgan Chase held 16,409,389 shares of CMS Energy worth $1.28B as of Q2 2026.
  • JP Morgan Chase bought 569,705 CMS Energy shares in Q2 2026, an estimated $42.7M.
  • CMS Energy made up 0.07% of JP Morgan Chase's portfolio in Q2 2026, its #241 holding.
  • JP Morgan Chase first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's CMS Energy position peaked at $1.91B in Q3 2024.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.