JP Morgan Chase
CVS icon

JP Morgan Chase’s CVS Health CVS Stock Holding History

JP Morgan Chase’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29B Sell
22,112,970
-7,414,155
-25% -$662M 0.13% 157
2026
Q1 		$2.07B Sell
29,527,125
-1,675,543
-5% -$129M 0.13% 157
2025
Q4 		$2.48B Sell
31,202,668
-4,072,568
-12% -$321M 0.16% 144
2025
Q3 		$2.66B Buy
35,275,236
+8,398,255
+31% +$576M 0.16% 130
2025
Q2 		$1.85B Buy
26,876,981
+3,440,623
+15% +$226M 0.12% 161
2025
Q1 		$1.59B Buy
23,436,358
+9,541,880
+69% +$571M 0.12% 179
2024
Q4 		$624M Buy
13,894,478
+1,143,405
+9% +$64.1M 0.05% 331
2024
Q3 		$802M Sell
12,751,073
-1,109,005
-8% -$64.7M 0.06% 282
2024
Q2 		$819M Sell
13,860,078
-226,872
-2% -$14.2M 0.07% 258
2024
Q1 		$1.12B Buy
14,086,950
+317,537
+2% +$24.3M 0.09% 218
2023
Q4 		$1.09B Sell
13,769,413
-634,339
-4% -$45.1M 0.1% 198
2023
Q3 		$1.01B Sell
14,403,752
-556,680
-4% -$39.4M 0.11% 197
2023
Q2 		$1.03B Sell
14,960,432
-7,501,220
-33% -$534M 0.11% 192
2023
Q1 		$1.67B Sell
22,461,652
-4,232,239
-16% -$355M 0.2% 119
2022
Q4 		$2.49B Buy
26,693,891
+781,358
+3% +$75.4M 0.33% 72
2022
Q3 		$2.47B Sell
25,912,533
-205,701
-0.8% -$20.4M 0.35% 61
2022
Q2 		$2.42B Buy
26,118,234
+2,117,597
+9% +$207M 0.34% 70
2022
Q1 		$2.43B Buy
24,000,637
+4,668,859
+24% +$490M 0.29% 73
2021
Q4 		$1.99B Sell
19,331,778
-848,033
-4% -$78.4M 0.23% 93
2021
Q3 		$1.71B Buy
20,179,811
+2,162,463
+12% +$181M 0.21% 109
2021
Q2 		$1.5B Buy
18,017,348
+2,144,240
+14% +$176M 0.18% 133
2021
Q1 		$1.19B Buy
15,873,108
+4,497,535
+40% +$328M 0.16% 151
2020
Q4 		$777M Buy
11,375,573
+3,585,376
+46% +$233M 0.11% 194
2020
Q3 		$448M Sell
7,790,197
-551,046
-7% -$34.3M 0.08% 256
2020
Q2 		$542M Buy
8,341,243
+1,036,154
+14% +$65.2M 0.1% 207
2020
Q1 		$433M Buy
7,305,089
+1,035,812
+17% +$69.1M 0.1% 209
2019
Q4 		$466M Buy
6,269,277
+1,466,969
+31% +$103M 0.09% 250
2019
Q3 		$303M Buy
4,802,308
+313,233
+7% +$18.6M 0.06% 322
2019
Q2 		$246M Sell
4,489,075
-1,924,221
-30% -$104M 0.05% 383
2019
Q1 		$346M Sell
6,413,296
-10,957,124
-63% -$676M 0.07% 289
2018
Q4 		$1.14B Sell
17,370,420
-329,365
-2% -$24.6M 0.26% 84
2018
Q3 		$1.39B Sell
17,699,785
-209,667
-1% -$15M 0.27% 71
2018
Q2 		$1.15B Buy
17,909,452
+3,253,165
+22% +$214M 0.24% 86
2018
Q1 		$912M Buy
14,656,287
+6,316,830
+76% +$453M 0.2% 113
2017
Q4 		$605M Buy
8,339,457
+2,338,042
+39% +$170M 0.13% 168
2017
Q3 		$488M Buy
6,001,415
+1,785,843
+42% +$141M 0.11% 205
2017
Q2 		$339M Buy
4,215,572
+55,383
+1% +$4.37M 0.08% 271
2017
Q1 		$327M Buy
4,160,189
+598,961
+17% +$47.8M 0.07% 269
2016
Q4 		$281M Sell
3,561,228
-1,251,225
-26% -$101M 0.07% 301
2016
Q3 		$428M Sell
4,812,453
-866,501
-15% -$81.8M 0.11% 218
2016
Q2 		$544M Sell
5,678,954
-1,783,598
-24% -$178M 0.14% 170
2016
Q1 		$774M Sell
7,462,552
-388,054
-5% -$37.7M 0.2% 118
2015
Q4 		$768M Sell
7,850,606
-853,499
-10% -$83.6M 0.19% 122
2015
Q3 		$840M Sell
8,704,105
-433,376
-5% -$45.6M 0.22% 96
2015
Q2 		$958M Sell
9,137,481
-7,628,311
-45% -$779M 0.23% 86
2015
Q1 		$1.73B Sell
16,765,792
-2,752,790
-14% -$279M 0.39% 43
2014
Q4 		$1.88B Sell
19,518,582
-3,765,515
-16% -$332M 0.43% 38
2014
Q3 		$1.85B Buy
23,284,097
+3,592,782
+18% +$283M 0.44% 39
2014
Q2 		$1.48B Buy
19,691,315
+2,130,992
+12% +$161M 0.38% 48
2014
Q1 		$1.31B Buy
17,560,323
+1,235,565
+8% +$87.3M 0.36% 50
2013
Q4 		$1.17B Sell
16,324,758
-3,638,093
-18% -$234M 0.33% 60
2013
Q3 		$1.13B Sell
19,962,851
-3,867,926
-16% -$230M 0.34% 54
2013
Q2 		$1.36B Buy
+23,830,777
New +$1.38B 0.43% 38

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase reduced its CVS Health (CVS) stake by 25% in Q2 2026, selling an estimated $662M and leaving 22,112,970 shares worth $2.29B. The position accounts for 0.13% of the portfolio, ranked #157.

JP Morgan Chase first reported a position in CVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.66B in Q3 2025. 1,745 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • JP Morgan Chase held 22,112,970 shares of CVS Health worth $2.29B as of Q2 2026.
  • JP Morgan Chase sold 7,414,155 CVS Health shares in Q2 2026, an estimated $662M.
  • CVS Health made up 0.13% of JP Morgan Chase's portfolio in Q2 2026, its #157 holding.
  • JP Morgan Chase first reported a position in CVS Health in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's CVS Health position peaked at $2.66B in Q3 2025.
  • 1,745 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

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