JP Morgan Chase
CMS icon

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
2025
Q1 		– Sell
-46,600
Closed -$3.11M – 7366
2024
Q4 		$3.11M Buy
+46,600
New +$3.21M ﹤0.01% 3806

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

JP Morgan Chase reduced its CMS Energy (CMS) stake by 5.2% in Q1 2026, selling an estimated $63.9M and leaving 15,839,684 shares worth $1.22B. The position accounts for 0.08% of the portfolio, ranked #231.

JP Morgan Chase first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91B in Q3 2024. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • JP Morgan Chase held 15,839,684 shares of CMS Energy worth $1.22B as of Q1 2026.
  • JP Morgan Chase sold 860,611 CMS Energy shares in Q1 2026, an estimated $63.9M.
  • CMS Energy made up 0.08% of JP Morgan Chase's portfolio in Q1 2026, its #231 holding.
  • JP Morgan Chase first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's CMS Energy position peaked at $1.91B in Q3 2024.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

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