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
2026
Q2 		– Sell
-145,000
Closed -$11.2M – 7778
2026
Q1 		$11.2M Buy
+145,000
New +$10.8M ﹤0.01% 2575

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 $3.38T AUM 44.17% 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. 821 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.
  • 821 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.